Thoroughly researched perspectives and commentary on the trends shaping global markets. Subscribe to Updates →
Exploring a range of subjects as diverse as our product lineup.
Insightful research and insights delivered through video.
Exploring a range of subjects as diverse as our product lineup.
13 Mar 2025
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update February 25 EV sales declined sequentially on seasonality: According to CPCA estimates, February NEV retail sales volume was… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang
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
16 Jan 2025
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update December EV sales another record high: According to CPCA estimates, December NEV wholesale volume reached another historical high… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, 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 China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong November EV Sales: According to CPCA estimates, November NEV wholesale volume reached 1.46mn, +51% YoY1, as driven… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, 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 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
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
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
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
14 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
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
26 Mar 2024
Global X China Semiconductor ETF The recent rally in the Chinese semiconductor industry has been driven by three key factors. First, stronger than expected demand for domestic equipment suppliers driven… By Edward Chan
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
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
16 Nov 2021
After decades of globalization, Investment Analyst Edward Chan explains the case for re-shoring global supply chains. By Edward Chan
18 Oct 2021
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
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
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
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
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
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
18 Oct 2022
2 Dec 2020
Q: What is a foundry? A: In the Semiconductor industry, a semiconductor fabrication plant is commonly called a fab or a foundry. It is basically a factory where integrated ...
16 Nov 2020
Q1: Why does China want to develop its own semiconductor industry? China is the largest purchaser of semiconductor globally but has small presence in the supply side. China ...
By
This website is intended for Hong Kong investors only. Your use of this website means you agree to our Terms of use. This website is strictly for informational purposes only and does not constitute a representation that any investment strategy is suitable or appropriate for an investor’s individual circumstances. In 2018, Global X was acquired by Mirae Asset Global Investments and Mirae Asset Global Investments Co., Ltd. is the parent company of Mirae Asset Global Investments (Hong Kong) Limited.
The information contained in this website is for information purposes only and does not, constitute any recommendations, offer or solicitation to buy, sell or subscribe to any securities or financial instruments in any jurisdiction. Investment involves risk. It cannot be guaranteed that the performance of the Product will generate a return and there may be circumstances where no return is generated or the amount invested is lost. Past performance is not indicative of future performance.
Before making any investment decision to invest in the Product, investors should read the Product’s prospectus for details and the risk factors. Investors should ensure they fully understand the risks associated with the Product and should also consider their own investment objective and risk tolerance level. Investors are advised to seek independent professional advice before making any investments.
Certain information contained in this website is compiled from third party sources. Whilst Mirae Asset Global Investments (Hong Kong) Limited (“Mirae Asset HK”), the Manager of the Product, has, to the best of its endeavor, ensured that such, information is accurate, complete and up-to-date, and has taken care in accurately reproducing the information. Mirae Asset HK accepts no liability for, any loss or damage of any kind resulting out of the unauthorized use of this website.
The Products are not sponsored, endorsed, issued, sold or promoted by their index providers. For details of an index provider including any disclaimer, please refer to the relevant Product’s offering documents.
The contents of this website is prepared and maintained by Mirae Asset Global Investments (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.