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
Thoroughly researched perspectives and commentary on the trends shaping global markets. Subscribe to Updates →
Exploring a range of subjects as diverse as our product lineup.
Insightful research and insights delivered through video.
Exploring a range of subjects as diverse as our product lineup.
[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
* While Covered call writing limits potential gains of the underlying security, it provides a relatively stable option premium income for investors. Positive distribution does not mean positive return. Payments ...
Discover the benefits of investing in the Hang Seng TECH Index's high growth business and how they capture opportunities in : Cloud, Digital, E-Commerce, FinTech, Internet, or autonomous activities.
In this video, Investment Analyst Celia Qiu shares her views on the recent cloud computing market update in China.
As China’s “zero-Covid” policy exit and ageing problem continue, we believe several products and areas such as innovative biologics treatment medicine, R&D activities will be benefited. We also expect growth ...
China property market has faced different challenges over the past years. Policymakers have shifted their policy stance to supporting property developers. We believe that this can boost market confidence and ...
China solar companies have been a key beneficiary given their dominant role in the solar products supply chain. Demand for wind power is also strong with China’s new orders hitting ...
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 ...
The video is available in Chinese language only.
Global X Bloomberg MSCI Asia Ex Japan Green Bond ETF (3059) offers investors access to Asia’s remarkably-growing green bond market, and a way to achieve positive environmental impact while adding ...
The video is available in Chinese language only.
The video is available in Chinese language only.
In a single trade, access 50 of the highest dividend yielding securities listed in Hong Kong.
The Global X China Electric Vehicle and Battery ETF is the first electric vehicle and battery themed ETF listed in Hong Kong. Global X China Electric Vehicle and Battery ETF enables ...
Asia has a strong presence in the semiconductor industry globally.
Cosmetic is a unique category with discretionary or luxury element as many women are willing to pay a premium for a ‘Chanel lipstick’ for instance
Global X Asia Semiconductor ETF enables investors to access high growth potential through companies involved in the development and production of semiconductors in Asia.
Global X China Games & Entertainment ETF enables investors to access high growth potential through companies positioned to benefit from rising demand for games and entertainment in China.
Global X China E-commerce & Logistics ETF enables investors to access high growth potential through companies at the leading edge of e-commerce and logistics in China.
Global X Thematic ETFs look beyond traditional geographic or sector exposures, targeting companies poised to benefit from structural shifts.
Short-form video (SFV) apps, which allow users to create videos in 15 seconds to several minutes, started to gain traction emerged as a new online
Chinese EV battery equipment makers are the key beneficiary as a result.
Currently, IaaS is the major constituent of China’s public cloud market, as it is usually the first layer for customers’ cloud deployment.
We evaluate leading immunotherapy product PD-1, the market potential for oncology in China, and assess competitive intensity.
In the past few years, China has been leading the way in mobile game development.
By segments, mobile games produced US$65.8bn, followed by console and PC gaming.
We think computer vision technologies will be applied in more areas such as healthcare, autonomous driving, and smart retail, etc.
The Global X China Innovator Active ETF aims to identify the most compelling disruptive themes that are transforming China.
China’s manufacturers are firmly embedded in global supply chains and the dependence of the world economy on Chinese goods has never been stronger
Global X China Clean Energy ETF enables investors to access high growth potential through companies critical to further advances...
Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and a key driver of China’s AI industry.(Source: CICC 2019) Advancement in computing power both ...
Industry overview To discover investment opportunities around autonomous driving, we must first understand the basic architecture and key players in each segment. A complete system requires intelligence at three ...
Q1. What is the emerging consumer trend in China? The rise of homegrown Chinese brand seems to be one of the strongest trends in China. “Guochao” has become a ...
Q: What is a foundry? A: In the Semiconductor industry, a semiconductor fabrication plant is commonly called a fab or a foundry. It is basically a factory where integrated ...
Q1: What are biologic drugs? Biological drugs refer to products derived from living organisms or parts of living organisms, such as proteins, vaccines, blood components, and genes. A biologic ...
Q1: What was happening in solar upstream in the last decade? Solar upstream consists of solar-grade polysilicon and wafer. Mass-production of solar-grade polysilicon started in early 2000s when ...
Q1: Why does China want to develop its own semiconductor industry? China is the largest purchaser of semiconductor globally but has small presence in the supply side. China ...
Q1: When will solar grid parity be achieved? It was very astonishing to see the world’s lowest tariff for a solar power plant in the United Arab Emirates ...
Q1: Why do you believe the COVID-19 pandemic could be a trigger point for online education growth? Schools in China had been closed for a few months since ...
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
By
This website is intended for Hong Kong investors only. Your use of this website means you agree to our Terms of use. This website is strictly for informational purposes only and does not constitute a representation that any investment strategy is suitable or appropriate for an investor’s individual circumstances. In 2018, Global X was acquired by Mirae Asset Global Investments and Mirae Asset Global Investments Co., Ltd. is the parent company of Mirae Asset Global Investments (Hong Kong) Limited.
The information contained in this website is for information purposes only and does not, constitute any recommendations, offer or solicitation to buy, sell or subscribe to any securities or financial instruments in any jurisdiction. Investment involves risk. It cannot be guaranteed that the performance of the Product will generate a return and there may be circumstances where no return is generated or the amount invested is lost. Past performance is not indicative of future performance.
Before making any investment decision to invest in the Product, investors should read the Product’s prospectus for details and the risk factors. Investors should ensure they fully understand the risks associated with the Product and should also consider their own investment objective and risk tolerance level. Investors are advised to seek independent professional advice before making any investments.
Certain information contained in this website is compiled from third party sources. Whilst Mirae Asset Global Investments (Hong Kong) Limited (“Mirae Asset HK”), the Manager of the Product, has, to the best of its endeavor, ensured that such, information is accurate, complete and up-to-date, and has taken care in accurately reproducing the information. Mirae Asset HK accepts no liability for, any loss or damage of any kind resulting out of the unauthorized use of this website.
The Products are not sponsored, endorsed, issued, sold or promoted by their index providers. For details of an index provider including any disclaimer, please refer to the relevant Product’s offering documents.
The contents of this website is prepared and maintained by Mirae Asset Global Investments (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.