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
[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
Global X Asia Semiconductor ETF delivered solid performance YTD The Global X Asia Semiconductor ETF provide diversified exposure to the entire semiconductor supply chain here in Asia. Asian companies are… By Edward Chan
[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
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
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
After decades of globalization, Investment Analyst Edward Chan explains the case for re-shoring global supply chains. By Edward Chan
Asia’s presence in the global semiconductor industry cannot be ignored – the region accounts for 60% of global semiconductor sales. By Edward Chan
Industry clusters are proving crucial to the development of large, one-stop semiconductor hubs quietly cropping up across Asia. By combining a net By Edward Chan
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
Learn the light-emitting diode (LED) industry and its competitive landscape. By Edward Chan
This article will discuss a key trend emerging in China’s online entertainment vertical, which is the increasing popularity of short-form videos. By Celia Qiu
We believe innovation is the key growth driver for the industry as new technologies such as quantum dot. By Edward Chan
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
The US sanction on Huawei has revealed the rapid development of China’s semiconductor chip design business. We will discuss the latest status of China’s semiconductor chip industry in a series… By Edward Chan
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
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
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
* 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 ...
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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