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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

23 Jun 2021

China Short Form Video Industry

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

14 May 2021

China IaaS Landscape

Currently, IaaS is the major constituent of China’s public cloud market, as it is usually the first layer for customers’ cloud deployment.

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