Monthly Commentary on Key Themes – Oct 2023
[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
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[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
[2845/9845] Global X China EV & Battery ETF Battery production to grow in July: According to the China Automotive Battery Innovation Alliance (CABIA), China’s power battery installation reached 32.2GWh in… By Global X Research
CHINA EV SALES CONTINUES RISING TREND China passenger vehicle wholesales ended at 11.1 million units as of 1H23, +8.7% year-on-year (yoy), in which electric vehicles (EVs) accounted for 3.54 million… By Bingyao Chen
[2845/9845] Global X China EV & Battery ETF According to the China Passenger Car Association (CPCA) data, the July China passenger car vehicle wholesale volume was 2.10mn units (-4.3% MoM/… By Global X Research
[2845/9845] Global X China EV & Battery ETF Battery production to grow in June: China’s power battery installation reached 28.2GWh in May 2023, up 12.3% MoM and 52.1% YoY. In… By Global X Research
In this article, Investment Analyst, Bingyao Chen, discusses the battery plant of Gotion, a Chinese battery company, in the US and its impact on the Chinese battery industry. By Bingyao Chen
[2826/9826] Global X China Cloud Computing ETF According to the Ministry of Industry and Information Technology, China’s software and IT service revenues were up 10.9% year-on-year (YoY) in April 2023,… By Global X Research
China hosted its annual parliamentary meeting between the 5th to 13th of March 2023, revealing the country’s strategic policies in relation to its economy, trade, diplomacy, environment, and more. In… By Global X Team
Ford and CATL are partnering to make US batteries. We explore the benefits to the Chinese battery supply chain, despite IRA rules. By Bingyao Chen & Marcus Chu
Amid multiple global macroeconomic headwinds, our analysts explore which EV and battery sectors appear to be more resilient. By Marcus Chu & Bingyao Chen
Chinese EV & Battery names corrected in Q3 22, but our investment analysts explain why the investment thesis remains intact. By Bingyao Chen, Marcus Chu, Phil Lee
Investment Analyst, Marcus Chu, and Head of Asia Pacific Research, Phil S. Lee, discuss the potential implications on China’s EV and battery supply chain amidst the US IRA. By Marcus Chu & Phil S. Lee
Investment analysts Bingyao Chen and Marcus Chu provide a review of the global electric vehicle and battery market in H1 2022. By Bingyao Chen, Marcus Chu
Investment Analyst Marcus Chu shares his insights on investing in the global electric vehicle and battery industry. By Marcus Chu
Investment Analyst Marcus Chu provides an update on the key components of the electric vehicles market. By Marcus Chu
Investment Analyst Bingyao Chen provides a review and outlook of the China EV and battery industry. By Bingyao Chen, PhD
Lithium is the new oil, says Investment Analyst Bingyao Chen. She explains why a growing reliance on EVs is set to impact lithium supplies. By Bingyao Chen, PhD
Global X Autonomous and Electric Vehicles ETF enables investors to access high growth potential through companies. By Jay Jacobs, Morgane Delledonne and Global X Team
In this article, we would like to take a deep look at separator materials which are also an important part of EV batteries By Bingyao Chen, PhD
Government policies and stimulus packages have been the key driver to push battery electric vehicles (BEV) adoption in the last decade. By Bingyao Chen, PhD
Electric vehicle (EV) has become one of the most promising industries in the past decade, together with EV battery and related materials. A deep dive into the value chain will… By Bingyao Chen, PhD
Power semiconductors are becoming increasingly important, as the rise of electric vehicle (EV) and automation is expected to create strong demand By Edward Chan
As the name suggestions, lithium is an essential material used in lithium-ion batteries, which play an increasingly important role. By Global X Team
Electric vehicles (EVs) have been garnering increasing interest among global investors especially given the meteoric rise of Tesla. By Mirae Asset Asia Pacific Research
Tesla has made meaningful progress by achieving the milestone of being the world’s largest automaker. By Mirae Asset Asia Pacific Research
The UK government recently announced a plan to bring forward a complete ban on UK sales of petrol and diesel engine vehicles to 2035 from 2040. The decision was made… By Mirae Asset Asia Pacific Research
Key Takeaways Analysts believe that total cost parity may have been reached Battery reliability is a vital issue for consumers Battery cost is also crucial Technological advances are improving efficiency… By Mirae Asset Asia Pacific Research
Battery demand in China remained very solid in 2022 supported by a strong pipeline of new and competitive EV models in China. In this video, Investment Analyst Marcus Chu shares ...
Chinese EV battery equipment makers are the key beneficiary as a result.
We are thrilled to announce that the Global X Hang Seng High Dividend Yield ETF (3110 HK) has reached another milestone! As of August 7, 2024, the AUM of 3110… By Global X Team
The National Integrated Circuit Industry Investment Fund is amassing a pool of capital for its third semiconductor vehicle, having raised over $27 billion* thus far. Referred as the Big Fund,… By Global X Team
On March 13, 2024, the China State Council unveiled new guidelines aimed at encouraging the trade-in of consumer goods in the automotive, home appliance, and furnishings sectors. As per the… By Global X Team
Investor sentiment towards Chinese stocks has gradually improved since the beginning of the year, and many investment themes are showing signs of rebound. Recently, China’s February CPI data achieved positive… By Global X Team
Li Auto recently announced its latest 4th quarter earnings, with a remarkable year-on-year profit surge of 136%*, surpassing expectations. Vehicle delivery estimates for the first quarter of this year indicate… By Global X Team
On February 22, Nvidia reported its latest quarterly earnings, surpassing market expectations and once again showcasing its dominance in the emerging AI chip industry. The Global X Innovative Bluechip Top… By Global X Team
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