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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
19 Feb 2025
A Tech-Driven Market Rally Hang Seng Index gained 12% YTD, outperforming other global markets. Different from what we saw in September 2024 which was a market-wide rally driven by policy… By 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
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
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
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
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
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
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
17 Feb 2023
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
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
8 Nov 2022
China’s cloud & software sector slowed in Q3 2022 but Investment Analyst, Celia Qiu, explores the longer-term structural trends. By Celia Qiu
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
2 Sep 2021
As China continues to evolve into a digital economy with fast adoption of new technologies such as 5G, cloud computing and the growing number of n By Celia Qiu
12 May 2021
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
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 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 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
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
15 May 2020
The investment opportunities of the data centre markets in China continue to astonish many of us. In this paper, we study the fundamentals of data centers, providing a deep dive… By Mirae Asset Asia Pacific Research
5 Mar 2020
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 Nov 2019
Not too long ago many described IT as a back-office function. Yet in today’s hypercompetitive markets, effectively leveraging technology is critic By Mirae Asset Asia Pacific Research
4 Oct 2019
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
24 Jan 2024
24 Jan 2024
16 Feb 2023
In this video, Investment Analyst Celia Qiu shares her views on the recent cloud computing market update in China.
23 Jun 2021
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
Currently, IaaS is the major constituent of China’s public cloud market, as it is usually the first layer for customers’ cloud deployment.
30 Apr 2021
In the past few years, China has been leading the way in mobile game development.
23 Apr 2021
By segments, mobile games produced US$65.8bn, followed by console and PC gaming.
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