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20 Feb 2025

At the Center Stage of Global Technology Innovation

As we enter 2025, the rise of Chinese companies in cutting-edge technology sectors such as AI, humanoid robots, and autonomous driving is gaining global attention to China’s innovation capabilities, and… By Jeff Huang

19 Feb 2025

Monthly Commentary
Global Thematic ETFs – Feb 2025

Global X India Select Top 10 ETF (3184 HK) Market Update The MSCI India Index was down 3.6 % (in USD terms) in January, underperforming the MSCI APxJ/EM Indices due… By Sol Ahn, Edward Chan, Lizzy Liu, Jeff Huang

19 Feb 2025

Monthly Commentary
China Thematic ETFs – Feb 2025

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update January 25 EV sales declined sequentially on seasonality: According to CPCA estimates, January NEV retail sales volume was… By Ahn Sol, Edward Chan, Celia Qiu, Bingyao Chan, Jeff Huang

19 Feb 2025

Capturing the Rally of K-pop

Korean market has rebounded YTD under easing political risks since last Dec, while the K-pop sector has notably outperform Kospi in the past few months. Echoing our previous call on… By Lizzy Liu

18 Feb 2025

Monthly Commentary
Income ETFs – Feb 2025

Distribution is not guaranteed. Distribution may be made out of capital. Positive yield does not mean positive return. Payments of distributions out of capital or effectively out of capital amounts… By Xinyi Sun, Jeff Huang

4 Feb 2025

Global X China Little Giant ETF (2815)

Investment Case for China Little Giants ETF Global X China Little Giants ETF (2815) conducted semi-annual rebalancing in January 2025. 17 stocks are newly included after rebalancing and the same… By Jeff Huang

16 Jan 2025

Monthly Commentary
Income ETFs – Jan 2025

Distribution is not guaranteed. Distribution may be made out of capital. Positive yield does not mean positive return. Payments of distributions out of capital or effectively out of capital amounts… By Xinyi Sun, Jeff Huang

16 Jan 2025

Monthly Commentary
Global Thematic ETFs – Jan 2025

Global X India Select Top 10 ETF (3184 HK) Market Update The MSCI India Index was down 2.85% (in USD terms) over the December reporting period underperforming the MSCI APxJ/EM… By Sol Ahn, Bingyao Chen, Edward Chan, Lizzy Liu, Jeff Huang

16 Jan 2025

Monthly Commentary
China Thematic ETFs – Jan 2025

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update December EV sales another record high: According to CPCA estimates, December NEV wholesale volume reached another historical high… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang

15 Jan 2025

Japan Market 2025: Fundamentals Intact

Despite a volatile performance over the past few months due to currency, political, and global/US economic uncertainty, Japan market still managed to delivered 19% return (represented by Nikkei 225, in… By Jeff Huang

15 Jan 2025

China Market Review and Outlook 2025

In 2024, Chinese stock market had a strong comeback with MSCI China and SHCOMP up 16.3% and 9.6% (USD term) respectively, reverted a three year downward trend. Nonetheless, the process… By Daniel Zhou

14 Jan 2025

China Market Outlook 2025: China Consumer Sector

The key theme for China consumers in 2024 will be ‘Policy.’ Since 2H24, both central and local governments have consistently provided support to stimulate consumption. The central government has identified… By Lizzy Liu

10 Jan 2025

Global X Select ETFs
January 2025

Product Name Investment Points Product Flyer China Consumer Brand ETF (2806) We believe policy stimulus remains key to enhancing consumer sentiment and bolstering stock performance for China consumer. Boosting consumption… By Lizzy Liu, Jeff Huang

10 Dec 2024

Monthly Commentary
Income ETFs – Dec 2024

Global X HSCEI Components Covered Call Active ETF (3416 HK) Monthly Distribution Paid in Oct: The ETF distributed HK$0.15 per share on 6 November.1 Monthly Distribution Announcement in Nov: The… By Xinyi Sun, Jeff Huang

10 Dec 2024

Monthly Commentary
China Thematic ETFs – Dec 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong November EV Sales: According to CPCA estimates, November NEV wholesale volume reached 1.46mn, +51% YoY1, as driven… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang

10 Dec 2024

Monthly Commentary
Global Thematic ETFs – Dec 2024

Global X India Select Top 10 ETF (3184 HK) Industry Update The MSCI India Index was down 0.39% (in USD terms) over the November reporting period outperforming the MSCI APxJ/EM… By Sol Ahn, Bingyao Chen, Edward Chan, Lizzy Liu, Jeff Huang

9 Dec 2024

Global X Select ETFs – December 2024

Product Name Investment Points Product Flyer HSCEI Components Covered Call Active ETF (3416) With significant economic and political events such as the US Presidential Election and Nov NPC Standing Committee… By Lizzy Liu, Jeff Huang

3 Dec 2024

Korea Entertainment – Ready for Revival

Korea entertainment sector has experienced a strong rally this month, with four leading players -HYBE, YG, SM and JYP – posting 10%, 24%, 18% and 51% MTD growth, respectively. This… By Lizzy Liu

15 Nov 2024

Riding on High-quality “Little Giants”

China Little Giant ETF (2815 HK) presents investors with a unique opportunity to gain exposure to promising SMEs operating in strategic sectors, such as semiconductors, advanced manufacturing, pharmaceuticals, and clean… By Lizzy Liu

10 Nov 2024

China Unveils Rmb10 trillion Local Government Debt Swap Program

After the conclusion of the much-anticipated NPC Standing Committee Meeting on November 8, Central Government hosted a press conference and announced details of fiscal stimulus. NPC approved Rmb10trillion local government… By Jeff Huang, Lizzy Liu

8 Nov 2024

Monthly Commentary
Global Thematic ETFs – Nov 2024

Global X India Select Top 10 ETF (3184 HK) Industry Update The MSCI India Index fell 7.7% (in USD terms) over the October reporting period amid global equities correction with… By ETF Research Team

8 Nov 2024

Monthly Commentary
China Thematic ETFs – Nov 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong October EV Sales; NEV penetration reached 54%: According to CPCA estimates, October NEV wholesale volume reached 1.4mn,… By ETF Research Team

8 Nov 2024

Monthly Commentary
Income ETFs – Nov 2024

Global X HSCEI Components Covered Call Active ETF (3416 HK) Monthly Distribution Paid in Oct: The ETF distributed HK$0.15 per share on 7 October. Monthly Distribution Announcement in Oct: The… By ETF Research Team

7 Nov 2024

Trump Wins
How to Position Using Global X ETFs?

On November 5 after HK market close, Donald Trump claimed victory in the US Presidential Election, and Republicans wins a majority in the Senate. Tariff hikes, deregulation, and US Corporate… By Jeff Huang, Lizzy Liu

7 Nov 2024

Global X Select ETFs – November 2024

China Consumer Brand ETF (2806), China EV and Battery ETF (2845), China Little Giant ETF (2815), Hang Seng High Dividend Yield (3110), HSCEI Components Covered Call Active (3416), Innovative Bluechip Top 10 (3422)

4 Nov 2024

BYD 3Q24 Results
Solid Beat on Profitability

BYD reported solid 3Q24 results on October 30 after market. 3Q24 revenue was Rmb201.1bn, +24.0% YoY and +14.2% QoQ. Notably, BYD’s quarterly revenue tops Tesla for the first time and… By Jeff Huang

31 Oct 2024

US Presidential Election
Implications on China Market

US Presidential Election is less than one week away. Current prediction markets show higher probability for a Trump Victory (66%) and Republican Sweep (49%), yet we note that both directions… By Jeff Huang, Lizzy Liu

22 Oct 2024

CATL 3Q24 Results Beat With Robust Outlook Ahead

CATL reported solid 3Q24 results on 18 Oct after market. Net profit of Rmb13bn was +26% YoY. Excluding the one-off asset impairment of Rmb4.7bn, CATL’s 3Q24 core earnings implied c.30%… By Jeff Huang

14 Oct 2024

Monthly Commentary
China Thematic ETFs – Oct 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong September EV Sales; NEV penetration exceeded 50%: Major EV brands delivered record September Sales. BYD reported September… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang

14 Oct 2024

Monthly Commentary
Global Thematic ETFs – Oct 2024

Global X India Select Top 10 ETF (3184 HK) Industry Update The MSCI India Index was up 2.15% (in USD terms) over the September reporting period. While some of high… By Sol Ahn, Bingyao Chen, Edward Chan, Lizzy Liu, Jeff Huang

14 Oct 2024

Monthly Commentary
Income ETFs – Oct 2024

Global X HSCEI Components Covered Call Active ETF (3416 HK) Monthly Distribution Paid in Sep: The ETF distributed HK$0.15 per share on 5 September. Monthly Distribution Announcement in Sep: The… By Xinyi Sun, Solene Shao, Jeff Huang

8 Oct 2024

Further Policy Rollouts to Support Market Rebound

NDRC to Brief Policy Stimulus Details on 8 Oct Press Conference The strong China market rally has been bolstered by the significant policy pivot as announced by PBOC and other… By Lizzy Liu, Jeff Huang

2 Oct 2024

China Market Momentum Sustained

Following last week’s policy stimulus, China market continued to gain momentum, with investor confidence remaining robust today. On September 30, A-share trading volume reached a record Rmb2.61 trillion, marking a… By Lizzy Liu

26 Sep 2024

China
Unprecedented Stimulus Drives Stock Market Rally

At the State Council press conference held on 24 September, PBOC announced a comprehensive package of monetary policy stimulus that exceeds market expectation. We see the launch of new monetary tools… By Lizzy Liu

20 Sep 2024

India Telecom: Leaders’ Play

India’s telecommunications industry has experienced significant consolidation over the years and is now primarily dominated by two players: Bharti Airtel and Reliance Jio. While Reliance Jio boasts a larger overall… By Lizzy Liu

19 Sep 2024

Monthly Commentary on Income ETFs – Sep 2024

Global X Hang Seng High Dividend Yield ETF (3110 HK) Market Update Hang Seng High Dividend Yield Index recorded 4% return in August. High dividend strategy continued to gain traction… By Xinyi Sun, Solene Shao, Jeff Huang

19 Sep 2024

Monthly Commentary on Global Thematic ETFs – Sep 2024

Global X India Select Top 10 ETF (3184 HK) Industry Update India’s market saw a drawdown of 5% (MSCI India in USD terms) during early August amid the global sell-off… By Sol Ahn, Bingyao Chen, Edward Chan, Lizzy Liu, Jeff Huang

19 Sep 2024

Monthly Commentary on China Thematic ETFs – Sep 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong August EV Sales; NEV penetration exceeded 50%: According to CPCA estimate, August passenger NEV wholesale volume reached… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang

13 Sep 2024

Unhedged ETFs Set to Outperform Amid Yen Appreciation

Japan experienced another round of stock market turmoil in early September, driven by concerns over the performance of US tech stocks, economic recessions, and the ongoing appreciation of JPY. While… By Jeff Huang

3 Sep 2024

Proved Resilience of the India Market amid Global Turmoil

India’s growth outlook remains intact, and its resilience has been further reinforced during recent global turmoil, with India index outperforming other major markets and the INR holding steady against significant… By Lizzy Liu

2 Sep 2024

Global X ETFs in the ETF Connect

ETF Connect in Brief HKEX’s Stock Connect Program was launched in 2014, enabling qualified mainland China investors to access eligible Hong Kong shares (Southbound) and allowing Hong Kong and overseas… By Jeff Huang

16 Aug 2024

Read on China New Consumer Policies

China consumer has recently received a series of policy stimuli. In July, 3rd Plenum mentioned consumption tax reform, while boosting consumption receives higher priority in Politburo meeting1. Additionally, NDRC and… By Lizzy Liu

14 Aug 2024

Monthly Commentary on China Thematic ETFs – Aug 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Solid July EV Sales; NEV penetration close to 50%: According to CPCA estimate, July passenger NEV wholesale volume… By Ahn Sol, Chan Tsz Wang Edward, Qiu Chuqi, Zhou Yuan, Bingyao Chan, Yimin Huang

14 Aug 2024

Monthly Commentary on Income ETFs – Aug 2024

Global X Hang Seng High Dividend Yield ETF (3110 HK) Market Update Hang Seng High Dividend Yield Index recorded -1.1% return in July. 2Q GDP growth of +4.7% YoY was… By Yimin Huang

14 Aug 2024

Monthly Commentary on Global Thematic ETFs – Aug 2024

Global X Japan Global Leaders ETF (3150 HK) Industry Update In July 2024, the FactSet Japan Global Leaders Index experienced a loss of 3.5% in JPY terms1, followed by a… By Ahn Sol, Chan Tsz Wang Edward, Yimin Huang

8 Aug 2024

Japan Market Fluctuates on Macro Uncertainty

Japan equity market recorded extreme volatility in past few days on BOJ rate hike and global macro uncertainty. On 31 July, BOJ decided to raise policy rate from 0-0.1% to… By Jeff Huang

6 Aug 2024

Weak US July Employment Data Sparks Recession Fears

US July employment data was below market expectation and showed weakness across the board. Total nonfarm payrolls were at 114k in July (vs consensus of 175k)1, with 27k downward revisions… By Jeff Huang

19 Jul 2024

Monthly Commentary on Key Themes – July 2024

Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update Samsung to Raise Memory Price by 15-20% in Q3, boosting Second Half Performance According to a… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang

19 Jun 2024

Monthly Commentary on Key Themes – June 2024

Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update SMIC 1Q results better than expected, China domestic foundry gradually recover: 1Q24 Rev of US$1.75bn (+4%… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang, Victor Cheung

16 May 2024

Monthly Commentary on Key Themes – May 2024

Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update Asia supply chain to benefit from upward CAPEX revision in key US hyperscaler on stronger AI… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang, Victor Cheung

19 Apr 2024

Monthly Commentary on Key Themes – April 2024

Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191)  Industry Update Asia supply chain plays a key role in Nvidia’s next-generation AI Processor: Nvidia introduced the Blackwell… By Ahn Sol, Chan Tsz Wang Edward, Qiu Chuqi, Zhou Yuan

26 Mar 2024

Comments on Latest Rally of China Semiconductor

Global X China Semiconductor ETF The recent rally in the Chinese semiconductor industry has been driven by three key factors. First, stronger than expected demand for domestic equipment suppliers driven… By Edward Chan

21 Mar 2024

FAQ on the latest rally of China EV battery ETF

Q: The Solactive China Electric Vehicle and Battery Index recently rallied about 25% from its February lows. What are the reasons behind the rebound? 1) Evidence is growing that China’s… By Global X Team

21 Mar 2024

Monthly Commentary on Key Themes – March 2024

Global X Asia Semiconductor ETF (3119 HKD) Global X China Semiconductor ETF (3191 HKD)  Industry Update – China domestic equipment supplier ACM Research guided optimistic outlook for 2024: Management expects… By Ahn Sol, Edward Chan, Marcus Chu, Celia Qiu, Daniel Zhou, Victor Cheung

8 Mar 2024

Implications From Recent China Education Policy Shift

The recently published draft for public commentary by China’s Ministry of Education on February 8, 2024, marks a pivotal shift in regulatory stance since the Double Reduction policy’s implementation in… By ZHOU Yuan

28 Feb 2024

India Outlook 2024: The Secular Growth Story

In our view, India is the best structural growth opportunity in emerging markets (EMs), if not the world. As China’s growth ebbs and investors look for alternative growth markets, India… By Global X Team

23 Feb 2024

Governance Reform in Asia to Enhance Shareholders’ Return

Historically, investors have long applied a valuation discount to Asia equity markets, partly due to perceived weaknesses in governance among corporations in the region. However the valuation gap between the… By Global X Team

19 Feb 2024

Monthly Commentary on Key Themes – Feb 2024

Global X Hang Seng Tech ETF (2837 HKD) Industry Update Hang Seng TECH Index experienced a decline of 20.2% in January, primarily driven by weakness in the Consumer Discretionary and… By Ahn Sol, Edward Chan, Marcus Chu, Celia Qiu, Daniel Zhou, Saniel Chandrawat, Victor Cheung

26 Jan 2024

Monthly Commentary on Key Themes – Jan 2024

Global X Hang Seng TECH ETF (2837 HKD) Industry Update The key underperforming sector was communication services as China announced new regulations on the gaming industry, which prompted a broad… By Ahn Sol, Chan Tsz Wang Edward, Chu Kam Hau, Qiu Chuqi, Zhou Yuan and Cheung Tse Ming

21 Dec 2023

Monthly Commentary on Key Themes – Dec 2023

[2837] Global X Hang Seng Tech ETF The Hang Seng Tech Index recorded a 3.92% gain in November as investors became increasingly hopeful on the Fed’s interest rate cuts in… By Ahn Sol, Chan Tsz Wang Edward, Chandrawat Saniel, Chu Kam Hau, Qiu Chuqi, Zhou Yuan and Cheung Tse Ming

16 Oct 2023

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

19 Sep 2023

Monthly Commentary on Key Themes – Sept 2023

[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

17 Aug 2023

China EV Market: Improving sales & long-term outlook

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

17 Aug 2023

Monthly Commentary on Key Themes – Aug 2023

[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

10 Aug 2023

China’s Mid-Year Politburo Meeting: New Housing Regimes

China’s Concerted Effort to Revive Property Sector After Mid-Year Politburo Meeting China’s post-COVID recovery had been bumpy in the first half of 2023 amid global economic slowdown and a weakening… By Victor Cheung

31 Jul 2023

Global X Metaverse Theme Active ETF (3006): Empowered by AI

Since late last year, OpenAI’s conversational AI product ChatGPT started to gain exponential popularity. It is estimated to have reached 100 million monthly active users in January, just two months… By Celia Qiu and Edward Chan

19 Jul 2023

Monthly Commentary on Key Themes – July 2023

[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

23 Jun 2023

Monthly Commentary on Key Themes – June 2023

[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

8 May 2023

FAQ on China Consumer Brand ETF

Q1: What is the long-term outlook for China’s consumption? China has become one of the largest consumer markets for many consumer goods. Yet, penetration still remains low thanks to its… By Sol Ahn and Celia Qiu

16 Mar 2023

China Internet Sector Outlook

Expect revenue and earnings growth of China internet companies to recover gradually into FY23. Learn more to unlock growth opportunities in China's internet sector after China's reopening. By Celia Qiu

17 Feb 2023

Implications and Opportunities of AI

ChatGPT’s success spawns exciting new opportunities. We explore the companies and business models that will benefit from the AI trend. By Edward Chan and Celia Qiu

12 Jan 2023

The Latest on COVID in China

China’s recent COVID situation suggests the worst may have passed and that China may be able to reopen earlier than expected. By Saniel Chandrawat, Celia Qiu and Daniel Zhou

5 Dec 2022

China Poised for Reopening

China Poised for Reopening In our view, China is poised for reopening and is less likely to implement stringent, extended lockdowns going forward. We believe that the National Health Commission… By Saniel Chandrawat, Daniel Zhou and Phil Lee

2 Dec 2022

Key Takeaways of COP27

We discuss key takeaways from COP27 and potential investment implications that may arise from major outcomes of the conference. By Holly So

29 Nov 2022

China Green Shoots: Positive Policy Pivots

New Covid and property measures confirm China’s renewed focus on economic recovery, signalling green shoots for China’s market over the coming years. By Daniel Zhou & Phil Lee

18 Nov 2022

China Biotech: Q3 2022 Review

China’s biotech industry has undergone a downward trajectory over the last 18 months, with external news over Q3 2022 adding to the general risk-off sentiment. Chinese biotech stocks dipped on… By Saniel Chandrawat

8 Nov 2022

China Cloud Computing: Q3 2022 Review

China’s cloud & software sector slowed in Q3 2022 but Investment Analyst, Celia Qiu, explores the longer-term structural trends. By Celia Qiu

7 Nov 2022

META Active: Q3 2022 Review

Virtual reality companies are launching exciting hardware upgrades while expanding their content ecosystems. Investment analysts Edward Chan and Celia Qiu explore these industry updates in Q3 2022. By Edward Chan & Celia Qiu

24 Oct 2022

Asia Semiconductor: Q3 2022 Review

Asian memory makers continue to focus on manufacturing technology migration despite recent industry downturns. Investment Analyst, Edward Chan, explores these industry updates in Q3 2022. By Edward Chan

3 Aug 2022

China Clean Energy: H1 2022 Review

Investment Analysts, Bingyao Chen, Marcus Chu, and Saniel Chandrawat, share their review of China’s clean energy sector in H1 2022. By Bingyao Chen, Marcus Chu, Saniel Chandrawat

18 Jul 2022

Asia Semiconductor: H1 2022 Review

Investment Analyst, Edward Chan, reviews the Asian semiconductor industry in H1 2022 and explores how the rise of autonomous driving vehicles is shaping the market. By Edward Chan

13 Jun 2022

Metaverse Platforms and NFTs

Investment Analyst, Celia Qiu, explores the rapidly evolving world of Metaverse platforms and NFTs. By Celia Qiu

7 Jan 2022

Introduction to China’s Logistics

In this article, our analyst Marcus Chu provides an overview of China’s logistics sector, focusing on e-commerce related logistic players. By Marcus Chu

29 Dec 2021

Can Lithium Keep Up With the EV Boom?

Not too long ago, electric vehicles (EVs) seemed like a distant dream. As rising EV demand takes hold, how will this affect lithium supplies By Pedro Palandrani

29 Dec 2021

What’s Driving FinTech’s Growth?

The financial services industry is transitioning. A look behind FinTech's expansion beyond traditional financial services. By Jay Jacobs, CFA

13 Dec 2021

Introducing the Global X FinTech ETF

Global X FinTech ETF enables investors to access high growth potential through companies that are applying technological innovations. By Pedro Palandrani, Morgane Delledonne and Global X Team

29 Oct 2021

China Innovator Active: Q3 2021 Review

Despite investor concerns amid a deepening energy crisis, some positive developments have emerged in China, according to Phil S. Lee. By Phil S. Lee

18 Oct 2021

Metaverse: The New Frontier

What could the metaverse, the internet’s successor, hold in store? Edward Chan weighs in on the underlying technology that could enable this new By Edward Chan

27 Jul 2021

China Consumer Brand Review

China’s consumption continued to show a recovery trend in 1H21 though consumer services still have not fully recovered to pre-pandemic levels. We By Sol Ahn, CFA

21 Jun 2021

Introduction of Electric Vehicle Battery

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

3 Jun 2021

Inside the Auto Semiconductor Industry

In this article, we will provide an overview of the auto semiconductor industry and explore the opportunity arising from the electric vehicle (EV) and automation trends. Auto semiconductor is estimated… By Edward Chan

12 May 2021

China is Next Frontier in ERP Market

ERP (Enterprise Resource Planning) is primarily a back-office software that helps manage business operations. For most organizations, ERP is the core system of record, particularly for the financial and operational… By Celia Qiu

14 Apr 2021

The Rise of Online Grocery

Online grocery has been a rising star within e-commerce industry in the past year. Read to learn more. By Sol Ahn, CFA

7 Apr 2021

China’s Global Leaders in Manufacturing Sector

In recent years, more and more Chinese companies have emerged as global leaders in manufacturing sector. In this article we will explore the key reasons behind this trend. Talent and… By Edward Chan

23 Mar 2021

Growing e-Commerce with Livestreaming

As internet infrastructure continues to advance, China’s livestreaming industry has been developing at an unprecedent speed. Livestreaming is now fully embraced by many internet verticals including online gaming and e-commerce.… By Celia Qiu

16 Mar 2021

Immunotherapy II: Market Growth and Trends

Who is leading in immunotherapy in China ? In the previous report we discussed basics about immunotherapy, including immune-checkpoint inhibitors – PD1 (programmed cell death protein 1) and PDL1. (programmed… By Saniel Chandrawat

9 Mar 2021

The Acceleration of Cloud Computing Adoption in China

Since 2020, China witnessed a significantly accelerating pace of business digitalization due to Covid-19, leading to a rise in adoption of cloud. With government’s support in new infrastructure development (7… By Celia Qiu

2 Mar 2021

The Emergence of Cloud Gaming

As global internet and cloud computing infrastructure continues to improve, cloud gaming (or Gaming-as-a-Service) has emerged to become a new online gaming format. Traditionally, games run locally on a user’s… By Celia Qiu

24 Feb 2021

Telemedicine & Digital Health

Telemedicine and Digital Health can expand access to health care by making it more geographically and financially accessible. By Mirae Asset Global Investment

16 Feb 2021

Immunotherapy: a New Approach of Cancer Treatment

Immunotherapy is a type of oncology treatment that helps the immune system fight cancer. The immune system helps the body fight infections and other diseases. Immunotherapy is a type of… By Saniel Chandrawat

9 Feb 2021

Lithium, Explained

As the name suggestions, lithium is an essential material used in lithium-ion batteries, which play an increasingly important role. By Global X Team

20 Jan 2021

The Meteoric Rise of Electric Vehicles

Electric vehicles (EVs) have been garnering increasing interest among global investors especially given the meteoric rise of Tesla. By Mirae Asset Asia Pacific Research

15 Dec 2020

Introduction to Hardware OEM

This article will provide a brief introduction of the original equipment manufacturer and discuss the current competitive landscape. History of hardware OEM Original Equipment Manufacturer (OEM) in the context of… By Edward Chan

25 Nov 2020

China’s Clinical Research Services Industry

The Pharmaceutical R&D Process The process involves the discovery of drug candidates and the subsequent testing of drug candidates to demonstrate their safety and efficacy in order to obtain regulatory… By Saniel Chandrawat

17 Nov 2020

The Key Trends Shaping the Chinese Catering

As a result of COVID-19, the restaurant industry has been heavily impacted and has become a key laggard in terms of recovery pace; mainly due to social distancing measures. In… By Sol Ahn, CFA

10 Nov 2020

The Future of Camera Technology

In this article, we will explore the latest development in camera technology, as well as key players in the industry. Significance of Camera Technology Cameras are the eyes of computers.… By Edward Chan

13 Oct 2020

The Race of China’s Autonomous Vehicles

In this article, we will examine the advantages & weaknesses of the autonomous vehicle industry in China. We will also look at the strategy and progress of leading Chinese solution… By Edward Chan

22 Sep 2020

Eyeing China’s Solar Cells and Modules

The Evolution of China’s Solar Cell and Module Industry   The manufacturing of solar cells is an intricate and fine business where the evolution of its equipment with technological improvement has… By Bingyao Chen, PhD

15 Sep 2020

E-commerce Extension

We published an introduction piece on the e-commerce industry called ‘The spending tap – A look at China’s booming e-commerce sector’ earlier this year, where we focused on Alibaba, which… By Sol Ahn, CFA

8 Sep 2020

Implications of Intel’s 7nm Delay

What happened? Intel said in its 2Q20 results presentation the 7nm node launch date was further delayed by another six months from the originally planned launch at the end of… By Edward Chan

25 Aug 2020

China: the Road to Autonomous Driving

Autonomous driving is one of the most exciting fields in the next decade. Breakthrough in Artificial Intelligence (AI), build-out of 5G network and advancement in semiconductor technology are leading us… By Edward Chan

19 Aug 2020

The Rise of China AI Computer Vision Industry

Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and thus a key driver of China’s AI industry. Advancement in computing power both at… By Edward Chan

14 Aug 2020

Lens into the Chinese Laser Industry

Since the invention of laser over 50 years ago, the technology has revolutionized to a broad range of applications and products across industries. The laser industry now has a complete… By Mirae Asset Asia Pacific Research

11 Aug 2020

A Makeover for China’s Cosmetic Industry

The cosmetic industry is consistently trying to adapt products against dynamic and fiercely competitive environments in the hope of capturing that extra edge in market share, similar to that of… By Yifan Miao

6 Aug 2020

China’s Chip Design Ambitions

In the Right Place at the Right Time Chip1 design (fabless) business is relatively easy to localize, thanks to the mature ecosystem support around the fabless, which has evolved over… By Edward Chan

21 Jul 2020

China’s Endeavor to Close the Gap in Chipmaking

China’s semiconductor market is the largest in the world. In 2018, China imported US$312.06 billion worth of integrated circuit (I.C.) products, representing 34% of global semiconductor consumption. However, domestic Chinese… By Edward Chan

14 Jul 2020

The Next Frontier for Solar-grade Wafer

The renewable energy across the globe enters into a new phase of growth by customer demand, competitive cost, and innovation, being the primary growth driver for the solar-grade wafer market… By Bingyao Chen, PhD

7 Jul 2020

Tesla – All Eyes on China

Tesla has made meaningful progress by achieving the milestone of being the world’s largest automaker. By Mirae Asset Asia Pacific Research

24 Jun 2020

“Guochao” – The Rise of Homegrown Chinese Labels

“Guo” stands for country, and “Chao” stands for Chao Liu, which in mandarin means fashionable. Guochao has become a top buzzword ever since China’s domestic sportswear brand Li-Ning’s debut at… By Mirae Asset Asia Pacific Research

8 Jun 2020

School’s Out, e-Learning Shines

Online education will be the key growth driver in the After-school Tutoring (AST) industry in China, and we believe the COVID-19 pandemic could be a trigger point for the growth… By Sol Ahn, CFA

2 Jun 2020

The Rise of Telemedicine: Embracing a New Normalcy

The pandemic has accelerated trends and generated new investment opportunities. Telemedicine is a paradigm. Telemedicine is the use of modern telecommunications technology that enables a patient to reach medical consultation… By Saniel Chandrawat

25 May 2020

Cloud-connected amid COVID-19 Disruption

The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud computing industry is also unprecedented. The pandemic has battered many… By Mirae Asset Asia Pacific Research

17 Apr 2020

Implications From UK’s Decision to Exit ICE by 2035

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

17 Apr 2020

How Serious Are The Threats From Climate Change?

Climate change is reshaping the energy industry The green electricity market is expanding The transport industry is ‘decarbonizing’ Conservation is vital to solving the climate puzzle Hydrogen and biofuels will… By Mirae Asset Asia Pacific Research

17 Apr 2020

Consumer Brand – Sino US Trade Deal Phase One

Implication of import quotas on the agricultural industry, from the China-US trade deal The Agreement So Far Agriculture lies at the very heart of the Phase One Economic and Trade… By Mirae Asset Asia Pacific Research

16 Apr 2020

Guangdong to Close Coal Power Plants

China Clean Energy ETF: Guangdong province’s aggressive plan to shut down coal power plants Guangdong province issued the draft guidelines of the 2018-2020 Three-year Action Plan for Wining the Blue-Sky… By Mirae Asset Asia Pacific Research

20 Mar 2020

Wind Turbines Ride the Wave of Chinese Renewable Energy

In recent years, there has been a global shift towards an eco-friendly lifestyle. Wind energy has been gaining popularity and competitiveness. At the end of 2018, China’s total power capacity… By Mirae Asset Asia Pacific Research

10 Mar 2020

The Dawn and the Future of Athleisure

The robust growth of the sportswear industry is not just a Chinese consumer trend but also a global phenomenon. With rising health awareness, more people are participating in sporting activities… By Mirae Asset Asia Pacific Research

5 Mar 2020

Infrastructure-as-a-service (IAAS) in China

According to the Ministry of Industrial and Information Technology (MIIT), the cloud market in China is expected to grow at a Compound Annual Growth Rate (CAGR) of +32% for 2018-2022E,… By Mirae Asset Asia Pacific Research

20 Feb 2020

China Government Initiatives in Biotechnology

What the Chinese Government did to enhance the competitiveness of its biotech industry In this piece, we discuss key government initiatives over the last decade to support the budding Biotechnology… By Mirae Asset Asia Pacific Research

9 Feb 2020

Can Electric Vehicles Compete with the Combustion Engine

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

9 Feb 2020

Demand for Education in China Remains Strong

Why the demand for education in China remains strong Rapid economic growth is underpinning a desire for better education Parents are willing to invest heavily in their children’s future The… By Mirae Asset Asia Pacific Research

9 Jan 2020

From Innovation to Revolution: Chinese Biotech Industry

Biotechnology is the use of biological materials, such as proteins, antibodies, genes, and cells, to develop new drugs and treatments. It is not a new concept. Humans have been harnessing… By Mirae Asset Asia Pacific Research

4 Oct 2019

China Embraces the Cloud Computing Age

Cloud Computing Age The term “cloud computing” describes the storing and accessing of data and software using remote servers, and it’s one of the fastest-growing sectors of the IT industry.… By Mirae Asset Asia Pacific Research

2 Sep 2019

The Next Giant in Biotech

Biotechnology is the science and business of using biological materials, such as proteins, antibodies, genes, and cells, to develop new drugs and treatments. Humans have been harnessing the power of… By Mirae Asset Asia Pacific Research

18 Mar 2024

China is Taking a Step Towards Boosting Consumer Goods

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

14 Mar 2024

China Market Rally

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

29 Feb 2024

NVIDIA’s Quarterly Revenue

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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