주요 인사이트 & 웨비나
The great divergence between economic growth in China versus the rest of the Emerging Markets post-COVID-19 has increased the likelihood of a parting of ways between China and EM in asset allocations.
Mar 09, 2021
US sanctions on trade, technology, and financial market access have done little to dampen foreign investor enthusiasm for China. There has been a surge in foreign investment flows, both portfolio and direct, into China over the course of 2020: All of which begs the questions “why” and “how sustainable is this”?
Feb 25, 2021
Little speculative manias are bubbling up to the surface in the US markets. But while financial instability is growing in the United States as a result of aggressive monetary expansion, a collapse in the equities market does not appear imminent given tame inflation and ultra-low rates and yields.
Feb 16, 2021
The only major economy to grow in 2020. China has turned adversity from the COVID-19 pandemic into the best growth performance in the world for 2020.
Jan 27, 2021
According to the United Nation Environment Programme, an inclusive green economy is an alternative to today's dominant economic model, which exacerbates inequalities, encourages waste, triggers resource scarcities, and generates widespread threats to the environment and human health.
Jan 22, 2021
The US Federal Reserve pumps out an endless stream of zero interest rate money to finance the Government’s deficit spending. The handouts make most American workers better off financially during the pandemic than before. Meanwhile, the stock market soars. Not bad for the worst pandemic in 100 years. What can possibly go wrong?
Jan 20, 2021
We see the need to evolve from conventional geography centric or factor-based asset allocation models to sector and megatrend-minded models to capture secular alpha from structural changes.
Jan 13, 2021
The red-hot performers of the past 12 months have been the broad market indices from North Asia – Kospi (44%), CSI 300 (34%), TWSE (30%)
Jan 12, 2021
2021년을 맞이하는 시작하는 시점에서, 그리고 여전히 코로나 바이러스와 저금리가 지속되는 상황 속에서, 저희는 아시아 지역의 성장을 바라보고 있습니다.거대한 중국 그리고 한국, 일본, 대만 등 글로벌 기술 경쟁력을 갖춘 국가들과 베트남에 이르기까지, 시장 전망과 함께 프리미아가 준비한 메가트렌드 기반 ETF 투자전략을 꼭 한 번 만나보시기 바라겠습니다. (웹세미나, 20분 이내)
Jan 04, 2021
Outperformer from first news of successful vaccines. Emerging ASEAN has been one of the best performers among major global equity indices since the start of November. And that was likely due to the region’s high economic leverage to normalisation after the distribution of COVID-19 vaccines and its high trend GDP growth rates relative to other Emerging Market economies.
Dec 24, 2020
토픽별
주간 차트
David Lai , CFA
CFA
Following the Xi–Trump meeting at the recent APEC Summit, market sentiment has turned cautiously optimistic on hopes of a renewed trade truce between China and the US. Some investors, however, view this détente as a sign that China’s drive for technological self-sufficiency could ease. Although the meeting did not address whether Nvidia’s latest Blackwell-series AI chips might be exported to China, speculation has risen that improving relations could lead to a relaxation of export restrictions — a development some perceive as negative for Chinese semiconductor and hardcore tech names. We take a different view. China’s determination to reduce reliance on imported technology remains firm. Recent initiatives, such as the reported requirement for state-funded data centers to adopt domestically produced chips, underscore the government’s resolve to build a self-sustaining semiconductor ecosystem. In mid-October, China Mobile also announced plans to construct the nation’s largest intelligent computing infrastructure by 2028, featuring a “100,000-GPU cluster” that will fully utilize domestic chips. Top Chinese officials have reiterated that innovation and advanced manufacturing remain core national priorities. These developments suggest that even if US export curbs were relaxed, China’s policy direction will continue to favor domestic research, production, and technological substitution. For investors looking to capture this structural growth opportunity, the Premia China STAR50 ETF provides an efficient and diversified vehicle. It offers focused exposure to leading STAR Market companies at the forefront of China’s innovation agenda — from semiconductors and AI to next-generation industrial technologies — positioning investors to benefit from the country’s ongoing technology upgrade.
Nov 10, 2025
