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10 Mar 2025
China’s 2025 National People’s Congress started on 5 March, and Premier Li Qiang delivered the Government Work Report (GWR) in the morning. Generally, economic targets including 2025 GDP growth (~5%… By Jeff Huang, Lizzy Liu
20 Feb 2025
On 17 Feb 2025, President Xi convened an unusual meeting with leading entrepreneurs mainly from major tech and advanced manufacturing companies. Several Global X China theme ETFs – China EV… By Lizzy Liu
19 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
16 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
14 Jan 2025
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
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
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 Nov 2024
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
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
7 Nov 2024
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
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)
31 Oct 2024
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
18 Oct 2024
On 17 October, 5 China Central Government Departments hosted a press conference and unveiled additional policy stimulus to stabilize the property sector. The conference introduced incremental measures, including the launch… By Lizzy Liu, Jeff Huang
14 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
13 Oct 2024
On 12 October, Ministry of Finance (MoF) held a press conference on the topic of “Intensifying countercyclical adjustment of fiscal policy to promote high-quality economic development”. During the conference, MOF… By Lizzy Liu, Jeff Huang
8 Oct 2024
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
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
30 Sep 2024
Investor sentiments are fuelled by the encouraging monetary and fiscal stimulus combo from central government in the past week, driving an impressive 13%/19%/15% return for HSI/HS Tech/CSI 300 since 24… By Lizzy Liu, Jeff Huang
27 Sep 2024
Just days after PBOC’s unprecedented monetary stimulus package, the first ever September politburo economic meeting held on 26 Sep came as a positive surprise and once again fueled China market.… By Lizzy Liu, Jeff Huang
26 Sep 2024
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
19 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
16 Aug 2024
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
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
19 Jul 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
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
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
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
21 Mar 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
19 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
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
[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
[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
[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
[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
19 Jul 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
16 May 2023
Q1: What are the key takeaways from China’s Labor Day holiday? Overall consumption recovery pace has been somewhat slower than anticipated at the beginning of the year. However, largely luxury… By Sol Ahn and Celia Qiu
8 May 2023
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
22 Mar 2023
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
16 Feb 2023
China’s consumption activity struggled under the zero-COVID policy, but reopening now presents exciting opportunities. By Sol Ahn
10 Feb 2023
China’s accelerated reopening presents exciting opportunities. In this article, we highlight three ETFs that are major beneficiaries. By Asia Pacific Research Team
12 Jan 2023
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 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
29 Nov 2022
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
25 Oct 2022
The National Congress sets the tone for China’s long-term vision. We explore the potential implications on China’s policy direction. By Global X Team
10 Oct 2022
Senior Investment Analysts, Sol Ahn, provides a review of China’s consumption recovery in H1 2022. By Sol Ahn
11 Feb 2022
Consumption has become a key driver of growth for China. Senior Investment Analyst Sol Ahn reviews the sector in 2021. By Sol Ahn, CFA
1 Oct 2021
As the 2020 Tokyo Olympics drew to a close, China announced a five-year plan to pump trillions into the sports industry. By Sol Ahn, CFA
27 Jul 2021
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
14 Apr 2021
Online grocery has been a rising star within e-commerce industry in the past year. Read to learn more. By Sol Ahn, CFA
17 Nov 2020
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
15 Sep 2020
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
11 Aug 2020
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
24 Jun 2020
“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
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
17 Apr 2020
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
10 Mar 2020
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
9 Feb 2020
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
18 Oct 2022
29 Jul 2021
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
18 Dec 2020
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 ...
6 Nov 2020
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 ...
18 Mar 2024
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
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
5 Mar 2024
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
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