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
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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
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
27 Sep 2022
Investment Analyst, Marcus Chu, and Head of Asia Pacific Research, Phil S. Lee, discuss the potential implications on China’s EV and battery supply chain amidst the US IRA. By Marcus Chu & Phil S. Lee
25 Aug 2022
Head of Asia Pacific Research, Phil Lee, shares his review of the Asia Innovator ETF for Q2 2022. By Phil Lee
11 Aug 2022
Investment analysts Bingyao Chen and Marcus Chu provide a review of the global electric vehicle and battery market in H1 2022. By Bingyao Chen, Marcus Chu
3 Aug 2022
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
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
Head of Asia Pacific Research, Phil Lee, shares his review of Asia. By Phil Lee
11 Feb 2022
Head of Asia Pacific Research’s Phil Lee shares his outlook for Asia. By Phil S. Lee
16 Jan 2023
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 ...
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