3 Insights with Topic: GDP Growth
China approaches 2026 on a firmer economic and market footing, supported by clearer policy direction and a maturing innovation ecosystem. While growth may ease slightly from recent levels, structural themes—ranging from advanced manufacturing upgrades to measures addressing excess capacity—are set to shape the early phase of the 15th Five-Year Plan. Domestic investors are gradually shifting from deposits toward higher-return financial assets, adding resilience to onshore markets. In fixed income, moderating yields and strengthening demand for RMB-denominated assets create a more constructive backdrop for China government bonds. In this article, our Partner & Co-CIO David Lai discusses how these developments foster a more stable and attractive investment landscape, offering compelling opportunities to express China exposure across both equities and fixed income.
Jan 13, 2026
Following a historic breakout in 2025, the Premia Vietnam ETF rallied a stunning 73% (total return in USD NAV) in 2025, while the broad market also rallied 39%. The market is now transitioning from recovery in sentiment to a phase of progressive policy execution, including the "Doi Moi 2.0" reforms (Resolution 68). These reforms offer unprecedented policy support for the private sector. And the mandate to nurture 20 globally competitive large private firms provide strong cases for revaluation opportunities for large cap leaders. In this article, we will explore why Vietnam remains a compelling market in 2026 amidst imminent FTSE Emerging Market upgrade. Our Premia Vietnam ETF—with its focus on private sector champions and Small-Mid caps—is distinctively positioned to capture the specific beneficiaries of these structural shifts.
Jan 13, 2026
Vietnam stands out as Asia’s best-performing equity market in 2025, fueled by earnings recovery, policy support, and surging public investment. More importantly, Resolution 68 marks the country’s boldest reform agenda since Doi Moi—streamlining bureaucracy, empowering the private sector, and deepening capital markets—creating structural upside beyond cyclical drivers. With infrastructure projects worth over 10% of GDP, robust FDI inflows, and the potential MSCI/FTSE upgrade unlocking sizable foreign flows, Vietnam offers a rare blend of near-term catalysts and long-term growth. In this article, our Partner & Co-CIO David Lai discusses how Premia Vietnam ETF offers investors a diversified, transparent, and cost-effective vehicle that has consistently outperformed active peers—positioning portfolios to capture one of the most compelling reform-driven growth stories in emerging Asia.
Sep 12, 2025