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13 Mar 2025
Distribution is not guaranteed. Distribution may be made out of capital. Positive yield does not mean positive return. Payments of distributions out of capital or effectively out of capital amounts… By Solene Shao, Jeff Huang
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
18 Feb 2025
Distribution is not guaranteed. Distribution may be made out of capital. Positive yield does not mean positive return. Payments of distributions out of capital or effectively out of capital amounts… By Xinyi Sun, Jeff Huang
16 Jan 2025
Distribution is not guaranteed. Distribution may be made out of capital. Positive yield does not mean positive return. Payments of distributions out of capital or effectively out of capital amounts… By Xinyi Sun, Jeff Huang
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 HSCEI Components Covered Call Active ETF (3416 HK) Monthly Distribution Paid in Oct: The ETF distributed HK$0.15 per share on 6 November.1 Monthly Distribution Announcement in Nov: The… By Xinyi Sun, Jeff Huang
9 Dec 2024
Product Name Investment Points Product Flyer HSCEI Components Covered Call Active ETF (3416) With significant economic and political events such as the US Presidential Election and Nov NPC Standing Committee… By Lizzy Liu, 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 HSCEI Components Covered Call Active ETF (3416 HK) Monthly Distribution Paid in Oct: The ETF distributed HK$0.15 per share on 7 October. Monthly Distribution Announcement in Oct: The… 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
14 Oct 2024
Global X HSCEI Components Covered Call Active ETF (3416 HK) Monthly Distribution Paid in Sep: The ETF distributed HK$0.15 per share on 5 September. Monthly Distribution Announcement in Sep: The… By Xinyi Sun, Solene Shao, Jeff Huang
10 Oct 2024
By Xinyi Sun, Yimin 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
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
25 Sep 2024
On 18 September after US market close, US Federal Reserve lowered Fed Funds Rate by 50bps to 4.75%-5.00%. This is the first rate cut in 4 years, and the 50bps… By Jeff Huang
19 Sep 2024
Global X Hang Seng High Dividend Yield ETF (3110 HK) Market Update Hang Seng High Dividend Yield Index recorded 4% return in August. High dividend strategy continued to gain traction… By Xinyi Sun, Solene Shao, Jeff Huang
13 Sep 2024
On 5 September, Taobao issued a proposal to include WeChat Pay as an additional payment channel, and indicated that WeChat Pay will gradually open to all Taobao & Tmall merchants… By Jeff Huang
12 Sep 2024
By Xinyi Sun, Jeff Huang
2 Sep 2024
ETF Connect in Brief HKEX’s Stock Connect Program was launched in 2014, enabling qualified mainland China investors to access eligible Hong Kong shares (Southbound) and allowing Hong Kong and overseas… By Jeff Huang
16 Aug 2024
Hong Kong High Dividend Strategy once again demonstrated its resilient and defensive nature amid global market turbulence caused by the coincidental timing of surprising BOJ rate hike, JPY Carry Trade… By Jeff Huang
14 Aug 2024
Global X Hang Seng High Dividend Yield ETF (3110 HK) Market Update Hang Seng High Dividend Yield Index recorded -1.1% return in July. 2Q GDP growth of +4.7% YoY was… By Yimin Huang
6 Aug 2024
US July employment data was below market expectation and showed weakness across the board. Total nonfarm payrolls were at 114k in July (vs consensus of 175k)1, with 27k downward revisions… By Jeff 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
10 Aug 2023
China’s Concerted Effort to Revive Property Sector After Mid-Year Politburo Meeting China’s post-COVID recovery had been bumpy in the first half of 2023 amid global economic slowdown and a weakening… By Victor Cheung
17 Mar 2023
The most frequent question on the Global X Hang Seng High Dividend Yield ETF (3110 HKD) is the potential payout cut of Chinese banks, considering the sector is one of… By Bingyao Chen
23 Sep 2021
Implications of the Evergrande crisis, and why credit contagion fears are unlikely to come to a head. By Bingyao Chen, Daniel Zhou and Marcus Chu
15 Sep 2021
China has reached a significant turning point in its regulatory journey. Daniel Zhou, senior investment analyst, explains why. By Daniel Zhou
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
7 Apr 2021
In recent years, more and more Chinese companies have emerged as global leaders in manufacturing sector. In this article we will explore the key reasons behind this trend. Talent and… By Edward Chan
23 Mar 2021
As internet infrastructure continues to advance, China’s livestreaming industry has been developing at an unprecedent speed. Livestreaming is now fully embraced by many internet verticals including online gaming and e-commerce.… By Celia Qiu
16 Mar 2021
Who is leading in immunotherapy in China ? In the previous report we discussed basics about immunotherapy, including immune-checkpoint inhibitors – PD1 (programmed cell death protein 1) and PDL1. (programmed… By Saniel Chandrawat
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
2 Mar 2021
As global internet and cloud computing infrastructure continues to improve, cloud gaming (or Gaming-as-a-Service) has emerged to become a new online gaming format. Traditionally, games run locally on a user’s… 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
23 Feb 2021
Solar installation in major countries recorded a high single-digit growth by the end of September By Bingyao Chen, PhD
16 Feb 2021
Immunotherapy is a type of oncology treatment that helps the immune system fight cancer. The immune system helps the body fight infections and other diseases. Immunotherapy is a type of… By Saniel Chandrawat
9 Feb 2021
As the name suggestions, lithium is an essential material used in lithium-ion batteries, which play an increasingly important role. By Global X Team
2 Feb 2021
Learn the light-emitting diode (LED) industry and its competitive landscape. By Mirae Asset Asia Pacific Research
26 Jan 2021
Learn the light-emitting diode (LED) industry and its competitive landscape. By Edward Chan
12 Jan 2021
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
29 Dec 2020
We believe innovation is the key growth driver for the industry as new technologies such as quantum dot. By Edward Chan
15 Dec 2020
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
25 Nov 2020
The Pharmaceutical R&D Process The process involves the discovery of drug candidates and the subsequent testing of drug candidates to demonstrate their safety and efficacy in order to obtain regulatory… By Saniel Chandrawat
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
10 Nov 2020
In this article, we will explore the latest development in camera technology, as well as key players in the industry. Significance of Camera Technology Cameras are the eyes of computers.… By Edward Chan
13 Oct 2020
In this article, we will examine the advantages & weaknesses of the autonomous vehicle industry in China. We will also look at the strategy and progress of leading Chinese solution… By Edward Chan
5 Oct 2020
China is the world’s leader in wind power generation, with the largest installed capacity of any nation and continued rapid growth in new wind facilities. With its large landmass and… By Mirae Asset Asia Pacific Research
29 Sep 2020
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
22 Sep 2020
The Evolution of China’s Solar Cell and Module Industry The manufacturing of solar cells is an intricate and fine business where the evolution of its equipment with technological improvement has… By Bingyao Chen, PhD
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
8 Sep 2020
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
1 Sep 2020
China is absolutely the leader in solar glass and Ethylene Vinyl Acetate (EVA) film manufacturing. The top five Chinese solar glass producers took up a total market share of 68.5%… By Bingyao Chen, PhD
25 Aug 2020
Autonomous driving is one of the most exciting fields in the next decade. Breakthrough in Artificial Intelligence (AI), build-out of 5G network and advancement in semiconductor technology are leading us… By Edward Chan
19 Aug 2020
Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and thus a key driver of China’s AI industry. Advancement in computing power both at… By Edward Chan
14 Aug 2020
Since the invention of laser over 50 years ago, the technology has revolutionized to a broad range of applications and products across industries. The laser industry now has a complete… By Mirae Asset Asia Pacific Research
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
6 Aug 2020
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
31 Jul 2020
In our previous series ‘Vaccines: Past, Present, and Future,’ we discussed the overview and types of vaccines. In this edition, we explore different types of vaccines for COVID-19, the manufacturing… By Saniel Chandrawat
28 Jul 2020
The Oldest Biotech Drug in the World Vaccines are probably the oldest biological drug in the world. In 1796 a British physician used matter from cowpox pustules to inoculate patients… By Saniel Chandrawat
21 Jul 2020
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
14 Jul 2020
The renewable energy across the globe enters into a new phase of growth by customer demand, competitive cost, and innovation, being the primary growth driver for the solar-grade wafer market… By Bingyao Chen, PhD
7 Jul 2020
Tesla has made meaningful progress by achieving the milestone of being the world’s largest automaker. By Mirae Asset Asia Pacific Research
30 Jun 2020
It was astonishing to see the world’s lowest tariff for a solar power plant in the Al Dhafra Region of the UAE recently. Abu Dhabi Power Corporation says it has… By Bingyao Chen, PhD
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
16 Jun 2020
Solar-grade polysilicon mass-production started in the early 2000s when the German government ramped up the promotion of clean energy. Wacker Chemie AG, a German company that was a producer of… By Bingyao Chen, PhD
30 Dec 2021
In a single trade, access 50 of the highest dividend yielding securities listed in Hong Kong.
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 ...
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