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22 Jun 2026

Global X Select ETFs – June 2026

Ticker Fund Name Investment thesis 3191 HK Global X China Semiconductor ETF Serves as a foundational cornerstone for China’s strategic mandate of technological independence from the U.S. (Large-Cap fund) 2815… By Global X HK ETF Research

11 May 2026

Global X Select ETFs – May 2026

Investment Theme ETF Name Ticker Key Focus & Investment Rationale Alternatives for China Tech Global X China Core TECH 3448 HK “Hard Tech” Pivot: Zero exposure to mature internet platforms.… By Global X HK ETF Research

21 Apr 2026

Global X Select ETFs – April 2026

Ticker Fund Name Invetment Point 3428 Global X China Life Franklin HK-US Equity Select ETF A sophisticated G2 concept ETF that bridges the world’s two most important markets. Attractive barbel… By Global X HK ETF Research

20 Feb 2026

Global X Select ETFs – February 2026

Global X HSCEI Covered Call Active ETF (3416): Longer Track Record And Better Capital Preservation Hong Kong market has a volatile start in 2026. After a subdued 4Q25, Hong Kong/China… By Global X HK ETF Research

15 Jan 2026

Global X Select ETFs – January 2026

Monthly Select ETF is hybrid contents that combine market strategy and marketing tool. It combines investment ideas suggested by our research team with popular products that are likely to attract… By Jeff Huang

17 Dec 2025

Global Strategy 2026

PART 1: G2 Tech World Has Arrived – Executive Summary Read less The competitive landscape in high-end technology and emerging innovation sectors is increasingly dominated by two players: the US… By Global X ETFs

12 Dec 2025

December Investment Review

In this article, we highlight the top performers of Global X ETFs over the past three months. By the end of November, Global X China Clean Energy ETF (2809), Global… By Jeff Huang and Lizzy Liu

18 Nov 2025

Global X Select ETFs
November 2025

Product Name Investment Points Top 10 Holding (%) Hang Seng TECH Covered Call ETF (3417) Reason for Inclusion: Hang Seng TECH Index continued correction in October. Despite near-term volatility, longer… By Lizzy Liu, Jeff Huang

6 Nov 2025

November Investment Review

In this article, we highlight the top performers of Global X ETFs over the past three months. By the end of October, Global X China Semiconductor ETF (3191), Global X… By Jeff Huang and Lizzy Liu

19 Oct 2025

Monthly Commentary
Global Thematic ETFs – October 2025

Global X Japan Global Leaders ETF (3150)  Industry Update In September 2025, the FactSet Japan Global Leaders Index recorded 2.9% returns in JPY terms (FactSet, September 2025). The slowdown in US… By Global X ETFs

8 Sep 2025

September Investment Review

In this article, we highlight the top performers of Global X ETFs over the past three months. By the end of August, Global X China Semiconductor ETF (3191 HK), Global X… By Lizzy Liu

20 Aug 2025

Monthly Commentary
Global Thematic ETFs – August 2025

Global X Japan Global Leaders ETF (3150)  Industry Update In July 2025, the FactSet Japan Global Leaders Index recorded 0.6% returns in JPY terms(FactSet, January 2025). Japan market reacted positively… By Global X ETFs

7 Aug 2025

August Investment Review

In this article, we highlight the top 10 performers of Global X ETFs over the past three months. By the end of July, China Biotech ETF (2820 HK), AI &… By Lizzy Liu

18 Jul 2025

Monthly Commentary
Global Thematic ETFs – July 2025

Global X K-pop and Culture ETF (3158 HK) Market Update In July, KOSPI increased 13.9% MoM to 3,072 (Index dividend yield is not equivalent to yield/return of the fund. Positive… By Edward Chan, Sol Ahn, Lizzy Liu, Jeff Huang

9 Jul 2025

Market Insight – July Highlights

In this article, we highlight the top 10 performers of Global X ETFs over the past three months. By the end of June, among income-style ETFs, Global X Hang Seng… By Lizzy Liu

13 Jun 2025

Monthly Commentary
Global Thematic ETFs – June 2025

Global X K-pop and Culture ETF (3158 HK) Market Update In May, KOSPI increased 5.5% MoM to 2,698, driven by easing concerns over tariffs. For the K-pop sector, Tencent Music… By Bingyao Chen, Edward Chan, Sol Ahn, Lizzy Liu, Jeff Huang

22 May 2025

Monthly Commentary
Global Thematic ETFs – May 2025

Global X India Select Top 10 ETF (3184 HK) Market Update The MSCI India Index was up 4.7% (in USD terms) in April outperforming the MSCI APxJ/EM Indices by 1.4%/1.0%… By Sol Ahn, Edward Chan, Lizzy Liu, Jeff Huang

17 Apr 2025

Monthly Commentary
Global Thematic ETFs – Apr 2025

Global X India Select Top 10 ETF (3184 HK) Market Update The MSCI India Index was up 9.2% (in USD terms) in March, outperforming the MSCI APxJ/EM Indices of -0.7%/+0.4%… By Sol Ahn, Edward Chan, Lizzy Liu, Jeff Huang

10 Dec 2024

Monthly Commentary
Global Thematic ETFs – Dec 2024

Global X India Select Top 10 ETF (3184 HK) Industry Update The MSCI India Index was down 0.39% (in USD terms) over the November reporting period outperforming the MSCI APxJ/EM… By Sol Ahn, Bingyao Chen, Edward Chan, Lizzy Liu, Jeff Huang

8 Nov 2024

Monthly Commentary
Global Thematic ETFs – Nov 2024

Global X India Select Top 10 ETF (3184 HK) Industry Update The MSCI India Index fell 7.7% (in USD terms) over the October reporting period amid global equities correction with… By ETF Research Team

8 Nov 2024

Monthly Commentary
China Thematic ETFs – 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

14 Oct 2024

Monthly Commentary
China Thematic ETFs – 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

14 Oct 2024

Monthly Commentary
Global Thematic ETFs – Oct 2024

Global X India Select Top 10 ETF (3184 HK) Industry Update The MSCI India Index was up 2.15% (in USD terms) over the September reporting period. While some of high… By Sol Ahn, Bingyao Chen, Edward Chan, Lizzy Liu, Jeff Huang

19 Sep 2024

Monthly Commentary on Global Thematic ETFs – Sep 2024

Global X India Select Top 10 ETF (3184 HK) Industry Update India’s market saw a drawdown of 5% (MSCI India in USD terms) during early August amid the global sell-off… By Sol Ahn, Bingyao Chen, Edward Chan, Lizzy Liu, 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

14 Aug 2024

Monthly Commentary on Global Thematic ETFs – Aug 2024

Global X Japan Global Leaders ETF (3150 HK) Industry Update In July 2024, the FactSet Japan Global Leaders Index experienced a loss of 3.5% in JPY terms1, followed by a… By Ahn Sol, Chan Tsz Wang Edward, 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

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

24 Oct 2022

Asia Semiconductor: Q3 2022 Review

Asian memory makers continue to focus on manufacturing technology migration despite recent industry downturns. Investment Analyst, Edward Chan, explores these industry updates in Q3 2022. By Edward Chan

18 Jul 2022

Asia Semiconductor: H1 2022 Review

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

18 Oct 2021

Metaverse: The New Frontier

What could the metaverse, the internet’s successor, hold in store? Edward Chan weighs in on the underlying technology that could enable this new By Edward Chan

23 Jul 2021

Global X Asia Semiconductor ETF

Global X Asia Semiconductor ETF enables investors to access high growth potential through companies involved in the development and production of semiconductors in Asia.

17 Dec 2025

Global Strategy 2026

PART 1: G2 Tech World Has Arrived – Executive Summary Read less The competitive landscape in high-end technology and emerging innovation sectors is increasingly dominated by two players: the US… By Global X ETFs

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