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What we like about Eli Lilly & Co？ Eli Lilly & Co is positioned well among the large biopharma companies, with no major LoEs (Loss of Exclusivities) approaching and durable… By Global X Team
1. Why was Japan lost for decades? The term “Lost Decades” is commonly used to describe the prolonged period of economic slowdown in Japan from the 1990s to the 2020s.… By Victor Cheung
In a highly competitive market, investors need not only to look for stable growth opportunities, but also to tap into high-growth companies with huge potential and broad prospects. These companies… By Global X Team
Amid the current wave of economic development, a group of distinctive companies – specialized “Little Giant” companies stand out with their unique business models and innovative spirits in China. These… By Global X Team
[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
[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
CHINA EV SALES CONTINUES RISING TREND China passenger vehicle wholesales ended at 11.1 million units as of 1H23, +8.7% year-on-year (yoy), in which electric vehicles (EVs) accounted for 3.54 million… By Bingyao Chen
[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
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
Summary view On August 4th, 2023, we listed the Global X China MedTech ETF (2841) on the Stock Exchange of Hong Kong. 2841 is the latest addition to Global X… By Global X Team
Since late last year, OpenAI’s conversational AI product ChatGPT started to gain exponential popularity. It is estimated to have reached 100 million monthly active users in January, just two months… By Celia Qiu and Edward Chan
During the quarter, we reduced our exposure to consumer stocks and names that are generally more sensitive to China’s weakening economy. Instead, we allocated the weight to AI-related names, such… By Daniel Zhou
[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
Global X Asia Semiconductor ETF delivered solid performance YTD The Global X Asia Semiconductor ETF provide diversified exposure to the entire semiconductor supply chain here in Asia. Asian companies are… By Edward Chan
According to the Ministry of Industry and Information Technology, China’s software and IT service revenues were up 10.9% year-on-year (YoY) in April 2023, decelerating from 17% YoY growth in March.… By Global X Team
The growing attention to AI: After the booming use of ChatGPT, there has been a growing interest in AI. The potential of AI to transform various industries has led to… By Global X Team
Japan restricts chip-making equipment exports to China: On 23 May, the Japanese government unveiled details of its updated export control on China, under which local companies must have a license… By Global X Team
Battery material costs have stabilized: Lithium prices declined sharply year-to-date, consistent with our view that the overall lithium supply tightness will ease into 2023. Prices began stabilizing in May after… By Global X Team
In this article, Investment Analyst, Bingyao Chen, discusses the battery plant of Gotion, a Chinese battery company, in the US and its impact on the Chinese battery industry. By Bingyao Chen
[2826/9826] Global X China Cloud Computing ETF According to the Ministry of Industry and Information Technology, China’s software and IT service revenues were up 10.9% year-on-year (YoY) in April 2023,… By Global X Research
The Global X Metaverse Theme Active ETF (3006)1 is well positioned to capture the rapid technology innovation development in AI and Metaverse. Key underlying drivers behind the strong outperformance YTD… By Edward Chan and Celia Qiu
Apple has recently unveiled its groundbreaking mixed reality (MR) headset, the Apple Vision Pro, setting new standards for the extended reality (XR) industry and taking us one step closer to… By Edward Chan
Q1: What are the key takeaways from China’s Labor Day holiday? Overall consumption recovery pace has been somewhat slower than anticipated at the beginning of the year. However, largely luxury… By Sol Ahn and Celia Qiu
Q1: What is the long-term outlook for China’s consumption? China has become one of the largest consumer markets for many consumer goods. Yet, penetration still remains low thanks to its… By Sol Ahn and Celia Qiu
In this article, we debunk some myths about China’s battery industry to explain why the Global X China EV battery ETF (2845 HKD) is an attractive investment. By ETF Research Team
We summarized the key questions on China electric vehicle (EV) and battery theme and share our thoughts in this article. By Marcus Chu
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
The sustainability of profitability and dividend payouts from basic materials companies is a frequent question we get for the Global X Hang Seng High Dividend Yield ETF (3110 HKD), as… By Bingyao Chen
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
Expect revenue and earnings growth of China internet companies to recover gradually into FY23. Learn more to unlock growth opportunities in China's internet sector after China's reopening. By Celia Qiu
Ford and CATL are partnering to make US batteries. We explore the benefits to the Chinese battery supply chain, despite IRA rules. By Bingyao Chen & Marcus Chu
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
China’s consumption activity struggled under the zero-COVID policy, but reopening now presents exciting opportunities. By Sol Ahn
China’s accelerated reopening presents exciting opportunities. In this article, we highlight three ETFs that are major beneficiaries. By Asia Pacific Research Team
China’s recent COVID situation suggests the worst may have passed and that China may be able to reopen earlier than expected. By Saniel Chandrawat, Celia Qiu and Daniel Zhou
Amid multiple global macroeconomic headwinds, our analysts explore which EV and battery sectors appear to be more resilient. By Marcus Chu & Bingyao Chen
China Poised for Reopening In our view, China is poised for reopening and is less likely to implement stringent, extended lockdowns going forward. We believe that the National Health Commission… By Saniel Chandrawat, Daniel Zhou and Phil Lee
We discuss key takeaways from COP27 and potential investment implications that may arise from major outcomes of the conference. By Holly So
New Covid and property measures confirm China’s renewed focus on economic recovery, signalling green shoots for China’s market over the coming years. By Daniel Zhou & Phil Lee
China’s biotech industry has undergone a downward trajectory over the last 18 months, with external news over Q3 2022 adding to the general risk-off sentiment. Chinese biotech stocks dipped on… By Saniel Chandrawat
Head of Asia Pacific Research, Phil Lee, shares his review of the China Innovator ETF for Q3 2022. By Phil Lee
China’s cloud & software sector slowed in Q3 2022 but Investment Analyst, Celia Qiu, explores the longer-term structural trends. By Celia Qiu
Virtual reality companies are launching exciting hardware upgrades while expanding their content ecosystems. Investment analysts Edward Chan and Celia Qiu explore these industry updates in Q3 2022. By Edward Chan & Celia Qiu
Chinese EV & Battery names corrected in Q3 22, but our investment analysts explain why the investment thesis remains intact. By Bingyao Chen, Marcus Chu, Phil Lee
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
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
We discuss our views on the solar supply chain and why we think perceptions of this industry have disproportionately deviated on the topic of forced labor allegations. By Holly So, Bingyao Chen, Phil Lee
* While Covered call writing limits potential gains of the underlying security, it provides a relatively stable option premium income for investors. Positive distribution does not mean positive return. Payments ...
Discover the benefits of investing in the Hang Seng TECH Index's high growth business and how they capture opportunities in : Cloud, Digital, E-Commerce, FinTech, Internet, or autonomous activities.
In this video, Investment Analyst Celia Qiu shares her views on the recent cloud computing market update in China.
As China’s “zero-Covid” policy exit and ageing problem continue, we believe several products and areas such as innovative biologics treatment medicine, R&D activities will be benefited. We also expect growth ...
China property market has faced different challenges over the past years. Policymakers have shifted their policy stance to supporting property developers. We believe that this can boost market confidence and ...
China solar companies have been a key beneficiary given their dominant role in the solar products supply chain. Demand for wind power is also strong with China’s new orders hitting ...
Battery demand in China remained very solid in 2022 supported by a strong pipeline of new and competitive EV models in China. In this video, Investment Analyst Marcus Chu shares ...
The video is available in Chinese language only.
Global X Bloomberg MSCI Asia Ex Japan Green Bond ETF (3059) offers investors access to Asia’s remarkably-growing green bond market, and a way to achieve positive environmental impact while adding ...
The video is available in Chinese language only.
The video is available in Chinese language only.
In a single trade, access 50 of the highest dividend yielding securities listed in Hong Kong.
The Global X China Electric Vehicle and Battery ETF is the first electric vehicle and battery themed ETF listed in Hong Kong. Global X China Electric Vehicle and Battery ETF enables ...
Asia has a strong presence in the semiconductor industry globally.
Cosmetic is a unique category with discretionary or luxury element as many women are willing to pay a premium for a ‘Chanel lipstick’ for instance
Global X Asia Semiconductor ETF enables investors to access high growth potential through companies involved in the development and production of semiconductors in Asia.
Global X China Games & Entertainment ETF enables investors to access high growth potential through companies positioned to benefit from rising demand for games and entertainment in China.
Global X China E-commerce & Logistics ETF enables investors to access high growth potential through companies at the leading edge of e-commerce and logistics in China.
Global X Thematic ETFs look beyond traditional geographic or sector exposures, targeting companies poised to benefit from structural shifts.
Short-form video (SFV) apps, which allow users to create videos in 15 seconds to several minutes, started to gain traction emerged as a new online
Chinese EV battery equipment makers are the key beneficiary as a result.
Currently, IaaS is the major constituent of China’s public cloud market, as it is usually the first layer for customers’ cloud deployment.
We evaluate leading immunotherapy product PD-1, the market potential for oncology in China, and assess competitive intensity.
In the past few years, China has been leading the way in mobile game development.
By segments, mobile games produced US$65.8bn, followed by console and PC gaming.
We think computer vision technologies will be applied in more areas such as healthcare, autonomous driving, and smart retail, etc.
The Global X China Innovator Active ETF aims to identify the most compelling disruptive themes that are transforming China.
China’s manufacturers are firmly embedded in global supply chains and the dependence of the world economy on Chinese goods has never been stronger
Global X China Clean Energy ETF enables investors to access high growth potential through companies critical to further advances...
Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and a key driver of China’s AI industry.(Source: CICC 2019) Advancement in computing power both ...
Industry overview To discover investment opportunities around autonomous driving, we must first understand the basic architecture and key players in each segment. A complete system requires intelligence at three ...
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 ...
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 ...
Q1: What are biologic drugs? Biological drugs refer to products derived from living organisms or parts of living organisms, such as proteins, vaccines, blood components, and genes. A biologic ...
Q1: What was happening in solar upstream in the last decade? Solar upstream consists of solar-grade polysilicon and wafer. Mass-production of solar-grade polysilicon started in early 2000s when ...
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 ...
Q1: When will solar grid parity be achieved? It was very astonishing to see the world’s lowest tariff for a solar power plant in the United Arab Emirates ...
Q1: Why do you believe the COVID-19 pandemic could be a trigger point for online education growth? Schools in China had been closed for a few months since ...
The National Integrated Circuit Industry Investment Fund is amassing a pool of capital for its third semiconductor vehicle, having raised over $27 billion* thus far. Referred as the Big Fund,… By Global X Team
On March 13, 2024, the China State Council unveiled new guidelines aimed at encouraging the trade-in of consumer goods in the automotive, home appliance, and furnishings sectors. As per the… By Global X Team
Investor sentiment towards Chinese stocks has gradually improved since the beginning of the year, and many investment themes are showing signs of rebound. Recently, China’s February CPI data achieved positive… By Global X Team
Li Auto recently announced its latest 4th quarter earnings, with a remarkable year-on-year profit surge of 136%*, surpassing expectations. Vehicle delivery estimates for the first quarter of this year indicate… By Global X Team
On February 22, Nvidia reported its latest quarterly earnings, surpassing market expectations and once again showcasing its dominance in the emerging AI chip industry. The Global X Innovative Bluechip Top… By Global X Team
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