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Citywire Switzerland (Jun 16 2020)

Opportunities in quality growth leaders: China and Asia Innovative Technology

The world has been put to significant challenges and changes by COVID-19, which redefined economic growth and investment opportunities for investors.

After winning the HKEx 2019 Top Performing ETF award with 45.2% return, the Premia New Economy ETF continued to be the rare strategy that scored strong positive YTD performance. What drives the resilience?

Rather than just IT and internet, China New Economy and the sister version in Asia Innovative Technology sector leaders cover the major beneficiaries as megatrends opportunities in Urbanisation, Rising middle income class, Consumption upgrade, Aging population and rising need for healthcare, digital transformation in both To-C and To-B space, and technology enabled industrialisation 4.0 unfold.

In this presentation, we discussed the two ETF strategies that aim to better capture the emerging growth markets and emerging growth sectors in China and Asia.

  • David Lai
    David Lai , CFA

    Partner, Co-CIO