3 Insights with Topic: null
AI was the common theme for growth across markets last year. S&P500 and Nasdaq delivered +17% and 21% respectively in USD terms for FY2025, while China broad market (CSI300) rallied 21%, and China tech outperformed with +46%, Asia tech was up +45% and Taiwan stock market gained +40%. Going into 2026, few would dispute drivers for stock market performance would continue to be innovation-led opportunities. In this article, we discuss tailwinds from the hardcore tech especially AI infrastructure, semiconductor, robotics, and biotechnology, where technological breakthroughs, accelerated commercialization and improved earnings growth and profitability support further re-rating actions ahead. This is where our Premia China STAR50 ETF and Premia China New Economy ETF focus on, and would serve as efficient and optimized vehicles to provide direct access to the leading beneficiaries that are poised to define China's economic trajectory in 2026.
Jan 13, 2026
China’s A-share market is turning the corner, as investors looking past weak data and piling back into growth. Signs of rotation by domestic investors from bank deposits and safe haven assets to equity market increasingly validate investor confidence is back. Policy momentum, attractive valuations, and light foreign positioning are fueling a durable rally, echoing the 2016 supply-side reform. Leadership is shifting decisively to innovation-driven sectors — from biotech and healthcare to solar, AI, and robotics — where structural growth and global relevance are accelerating, and are expected to be important focus in China’s upcoming 15th Five Year Plan. In this article, our Partner & Co-CIO David Lai and Portfolio Manager Alex Chu discuss why, with sentiment improving and risk appetite returning, the best way to play China’s new growth cycle is through high-conviction exposure via Premia’s STAR50 ETF and CSI Caixin New Economy ETF.
Aug 26, 2025
Even for the prepared and informed, at the recent World Artificial Intelligence Conference (WAIC 2025), China has still taken the world by surprise with the debutante of its fleet of over 150 AI-powered humanoid robots. Indeed 2025 marks the beginning of commercialization and production of these futuristic robots, now made reality. While humanoid robots have captured the imagination of the popular media, there has been a more important revolution in the broader robotics industry, where China has emerged, as the global powerhouse, just as it did in renewable energy and electric vehicles. In this article, we discuss how humanoid industrial robots have quickly been integrated in China’s production lines, filling the productivity void from the country’s aging population, while further driving down the manufacturing production costs with high degree of automation with these embodied AI applications.
Aug 06, 2025