Research & Insights - Global X ETFs Hong Kong

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18 Feb 2025

Monthly Commentary
Income ETFs – 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

Monthly Commentary
Income ETFs – 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

Global X Select ETFs
January 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

Monthly Commentary
Income ETFs – 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

Global X Select ETFs – December 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

China Unveils Rmb10 trillion Local Government Debt Swap Program

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

Monthly Commentary
Income ETFs – 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

Trump Wins
How to Position Using Global X ETFs?

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

Global X Select ETFs – November 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
Implications on China Market

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

Monthly Commentary
Income ETFs – 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

19 Sep 2024

Monthly Commentary on Income ETFs – 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

14 Aug 2024

Monthly Commentary on Income ETFs – 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

Weak US July Employment Data Sparks Recession Fears

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

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

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