featured insights & webinar
We are modernizing the Asian beta landscape and lowering costs as well. For those reading our past posts, you’ll know we are planning to list new A-share beta strategies, improving on what exists today in both design and cost. We are finally at our destination, with HKEx listing scheduled for Oct 24 subject to final regulatory approvals.
Oct 13, 2017
A-shares are a deeper, broader, cheaper and less correlated market than offshore Chinese equities. Investors should review their portfolios given the benefits of A-shares to overall asset allocation.
Sep 28, 2017
Size works in A-shares, but for this article we'll put that aside and focus on implementation feasibility.
Aug 01, 2017
Without any screening or selection, solely investing in all SOEs or the largest market cap SOEs may not be optimal strategies. What is important for investors is how to capture the current contributors and engines for future growth of China economy regardless whether the underlying stocks are SOEs or non-SOEs.
Jul 04, 2017
A quick review of what MSCI did and didn't do, its impact, why it matters and how investors should approach China going forward.
Jun 23, 2017
Our advisor, Dr. Jason Hsu, recently did a podcast with Meb Faber (co-founder and CIO of Cambria Investment Management) on China opportunities, investors' preference for complexity over simplicity, and key takeaways for investors implementing smart beta strategies in China.
Jun 08, 2017
This morning Bloomberg ran a story about LeEco, a Chinese technology conglomerate that has been growing rapidly until recently.
May 24, 2017
Are all smart beta products smart? This is a question I've asked a few times over the last few years but always got a "nuanced" answer depending on the product being marketed.
May 15, 2017
Can you trust the numbers reported by all Chinese listed corporations? Absolutely not. But that doesn't mean smart beta can't generate alpha. With help from our friends at Rayliant, we dive into a factor metric that allows us to deprioritize earnings manipulators and to generate alpha from their efforts.
Jan 17, 2017
BY TOPICS
Chart Of the Week
David Lai , CFA
CFA
Chinese equities got off to a strong start in 2026, led by the STAR Market. Since onshore trading resumed, the STAR50 Index has risen 9.9% in dollar return, outperforming CSI300’s 2.9% and offshore Hang Seng Tech’s 3%. This extends the strong momentum seen in 2025, when the STAR50 delivered a dollar return of 42.6%, well ahead of CSI300’s 26.3% and Hang Seng Tech’s 24.5%. Policy signals remain supportive. In his New Year’s Eve address, President Xi highlighted China’s progress in artificial intelligence and semiconductors, reinforcing innovation as a core pillar of high-quality economic development. Advances in humanoid robotics, drones, aerospace, and defence were cited as key examples. At the corporate level, the China Integrated Circuit Industry Investment Fund (“Big Fund”) increased its stake in SMIC, the largest constituent of the STAR50 Index, from 4.79% to 9.25%, showing state support for advanced-node capabilities. Among the outperforming stocks, Guobo Electronics rose close to 40% over the past five trading days, following reports that China aims to scale up to 100 rocket launches annually by 2030. As a leading supplier of RF chips and T/R modules, Guobo is a major beneficiary of rising demand for satellite and launch-vehicle communications. AMEC shares also surged after announcing the acquisition of a 64.7% stake in Hangzhou Zhongsilicon, expanding its offering from dry processes into chemical mechanical polishing. Meanwhile, VeriSilicon Microelectronics reported a 130% year-on-year increase in new orders last quarter, driven by accelerating AI chip demand. Against this backdrop, the Premia China STAR50 ETF allows investors to align portfolios with China’s strategic push in advanced technology and innovation through the STAR Market.
Jan 12, 2026
