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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

13 Mar 2025

Monthly Commentary
Global Thematic ETFs – March 2025

Global X India Select Top 10 ETF (3184 HK) Market Update The MSCI India Index was down 8.0% (in USD terms) in February, underperforming the MSCI APxJ/EM Indices due to… By Sol Ahn, Bingyao Chen, Edward Chan, Lizzy Liu, Jeff Huang

19 Feb 2025

Monthly Commentary
Global Thematic ETFs – Feb 2025

Global X India Select Top 10 ETF (3184 HK) Market Update The MSCI India Index was down 3.6 % (in USD terms) in January, underperforming the MSCI APxJ/EM Indices due… By Sol Ahn, Edward Chan, Lizzy Liu, Jeff Huang

19 Feb 2025

Capturing the Rally of K-pop

Korean market has rebounded YTD under easing political risks since last Dec, while the K-pop sector has notably outperform Kospi in the past few months. Echoing our previous call on… By Lizzy Liu

16 Jan 2025

Monthly Commentary
Global Thematic ETFs – Jan 2025

Global X India Select Top 10 ETF (3184 HK) Market Update The MSCI India Index was down 2.85% (in USD terms) over the December reporting period underperforming the MSCI APxJ/EM… By Sol Ahn, Bingyao Chen, 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

3 Dec 2024

Korea Entertainment – Ready for Revival

Korea entertainment sector has experienced a strong rally this month, with four leading players -HYBE, YG, SM and JYP – posting 10%, 24%, 18% and 51% MTD growth, respectively. This… By Lizzy Liu

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

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 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

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

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