featured insights & webinar
Yes, possibly. The different approaches taken by the US and China towards managing COVID-19 has likely set the stage for a widening of the growth differential between the two countries. Immediately, the earlier reopening of the Chinese economy means China’s GDP will still show a bit of growth this year. This compares to the controversial, tentative easing of restrictions in the US, only in May. Even if the US gradually normalizes from here, its GDP for will end 2020 with a big hole, which will take three to four years to fill. If China maintains its productivity growth, it should be able to manage a long-term average GDP growth rate of around 5.8% a year. Meanwhile, long-term US GDP growth from 2022 onwards could ease to 1.5% on lower investment/lower productivity growth. Taking into account IMF projected growth rates for 2020 and 2021, China could overtake the US in Dollar terms by 2029.
May 13, 2020
We previously highlighted the gaming industry just after the coronavirus outbreak in Account of an atypical, tech-enabled CNY holiday. With the COVID-19 pandemic raging on globally and people spend more time at home social distancing, the gaming industry has shown greater potential of booming opportunities. The large demographic base of tech-savvy and mobile-first youths born in the digital era provided a strong head start for China, especially in eSports.
May 11, 2020
Some of you or your kids might have just started your animal crossing journey as the newest social activity amid the COVID lockdown. In fact, it was estimated that the global video game market generated over USD 150 billion in revenue by the end of 2019. Within video gaming, eSports, also known as Electronic Sports, which often takes the form of organized, multiplayer video game competitions has evolved over the last decade, into a significant, professional industry already. Global revenue in esports is estimated to be over 1 billion US dollars, and China currently accounts for about 20% of it. In this mini-webinar, we hope to share with you the latest interest findings about the virtual land of video gaming, eSports, and live streaming in China!
May 08, 2020
The COVID-19 pandemic has slowed down productivity and daily lives, stagnated the global supply chain, and affected financial market returns across almost all asset classes. In the first quarter of 2020, all markets around the world reported negative returns with varying degrees. While it seems that all is going the same direction, especially in the equities’ world, the fundamental risk factors were not. Among the fundamental factors we employ for China A shares, some has performed better than others amidst the market drawdown.
Apr 28, 2020
Premia CSI Caixin China New Economy ETF performed well and went up by 3% in a down market. In this article, we would like to share with you the reasons behind the strong performance and the comparison of this strategy with the other mainstream indexes that investors usually track in respect to performance attribution, sector allocation, niche thematic exposure and top drivers.
Apr 24, 2020
The Chinese government recently launched a stimulus package around the idea of “New Infrastructure” in light of the COVID-19 pandemic. What exactly does this new buzzword #NewInfrastructure entail? And more importantly, where do the investible opportunities lie beyond the tech giants Alibaba and Tencent?
Apr 17, 2020
The market performance of gold in the midst of the COVID-19 crisis has left its fans a little puzzled. From a peak of USD 1703 on 9 March, it retreated to USD 1451 on 16 March - a 15% decline. Should one hold gold now, or rather park in cash tools? Our senior advisor Say Boon Lim demystifies in this piece.
Apr 14, 2020
As global asset prices have slumped on the back of the COVID-19 outbreak, concerns have arisen from supply chain disruptions to about global recession and a liquidity crisis. In this webinar, David Lai and Larry Kwok would discuss the lessons learned from the GFC, share our observations of some pandemic-led trends and implications, and suggest a few related investment ideas.
Apr 13, 2020
The COVID-19 outbreak has led to a worldwide pandemic, a global slowdown, arguably a recession and hopefully not a depression. Business activities globally have been halted due to the outbreak and demand has been shrinking significantly as well. Apart from some of the Asian countries including China, we have yet seen an inflection point of the case curves in most countries. In this article, we’d like to share some notable leading Chinese players in the space that have been working hard to fight against the virus for the domestic and global community.
Apr 03, 2020
The virous outbreak becomes one of the largest threats to the global economy and financial markets in decades. Will China, the one which has been suffered from the pandemic first, be able to bounce back first and lead the recovery worldwide like the Global Financial Crisis back in 2008? The latest call in new infrastructure investment maybe the key.
Mar 20, 2020
BY TOPICS
Chart Of the Week
Alex Chu
Chinese new economy stocks, led by battery and semiconductor names, have reclaimed the outperformance against the broader market year-to-date, shrugging off ongoing US-Iran geopolitical noise. This resilience is underpinned by a combination of macroeconomic reflation, structural policy support, and accelerated technological self-reliance. On the macro front, China has officially exited factory deflation after more than three years. This is a critical inflection point: Goldman Sachs research shows that equities perform best when growth stabilizes alongside steadily rising inflation, with a concurrent PPI rate in the 0-4% range generating the highest historical returns across 1- to 12-month horizons. This reflationary tailwind is being amplified by targeted sector developments. In the battery and renewable space, the government summoned 16 leading manufacturers to restrict unchecked capacity expansion and curb price wars. Furthermore, the NDR’s new Order No. 41 raises thresholds for energy storage stations. Together, these moves force the industry to transition from “scale expansion” to “high-quality development”, directly benefiting top-tier power equipment and ESS producers. Simultaneously, the push for semiconductor self-reliance is accelerating. Reports indicate that DeepSeek’s highly anticipated V4 model will run on Huawei AI chips instead of Nvidia GPUs–a massive endorsement of domestic AI infrastructure that sparked a rally in local names like Cambricon. Should this reflationary momentum continue, new economy stocks are positioned to widen their outperformance gap. Investors forced on upstream hardware can capture this through our Premia China STAR50 ETF. For a broader play on this innovative growth story–spanning semiconductors, AI, EVs, and biotech–our Premia CSI Caixin China New Economy ETF offers an optimal, diversified approach.
Apr 20, 2026
