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中国基石经济

中国基石经济

以基本面多元因子策略捕捉推动中国实体经济改革升级的优质蓝筹企业

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中国基石经济

2803 (港元) | 9803 (美元)

# A股# 智能贝塔# 多因子# 价值# 低波动# 规模# 质量
中国新经济

3173 (港元) | 9173 (美元)

# A股# 新经济# 新基建# 十四五# 高质量增长# 2060碳中和
中国科创50

3151 (港元) | 83151 (人民币) | 9151 (美元)

# A股# 科创板# 半导体# 人工智能# 生物科技# 2060碳中和
亚洲创新科技及元宇宙

3181 (港元) | 9181 (美元)

# 智能电动车# 人工智能# 机器人# 自动化# 5G# 电子竞技# 半导体
新兴东盟市场

2810 (港元) | 9810 (美元)

# 越南# 泰国# 马来西亚# 菲律宾# 印尼
越南市场

2804 (港元) | 9804 (美元)

# 供应链# 中产阶级# 消费升级
中国长久期政府债券 (非对冲)

2817 (港元) | 82817 (人民币) | 9817(美元)

# 中国债券# 长久期# 政府债券# 人民币# 指数纳入# 美元对冲
中国房地产美元债

3001 (港元) | 83001 (人民币) | 9001(美元)

# 中国债券# 高息债# 美元债券# 国际评级机构信用评级# 不含次级债券或地方政府债
美国国库浮息票据 (分派)

3077 (港元) | 9077 (美元)

# 国库券# 一周久期# 税务效率
亚洲(日本除外)投资级别美元债NEW

3411 (港元) | 9411 (美元)

# 亚洲〔日本除外〕# 投资级别债券# 美元债券# 无美国预扣税# 不含额外一级资本债券(AT1)# 不含应急可转债 (Coco)
# 人工智能# 半导体# 电子产品# 高科技制造生态系统# 具吸引力股息
中国基石经济
2803 (港元) | 9803 (美元)
中国新经济
3173 (港元) | 9173 (美元)
中国科创50
3151 (港元) | 83151 (人民币) | 9151 (美元)
亚洲创新科技及元宇宙
3181 (港元) | 9181 (美元)
新兴东盟市场
2810 (港元) | 9810 (美元)
越南市场
2804 (港元) | 9804 (美元)
中国长久期政府债券 (非对冲)
2817 (港元) | 82817 (人民币) | 9817(美元)
中国长久期政府债券 (美元对冲)
9177 (美元)
中国房地产美元债
3001 (港元) | 83001 (人民币) | 9001(美元)
美国国库浮息票据 (分派)
3077 (港元) | 9077 (美元)
美国国库浮息票据 (累计)
9078 (美元)
美国国库浮息票据 (非上市)
亚洲(日本除外)投资级别美元债
3411 (港元) | 9411 (美元)
富时 TWSE 台湾 50 (分派)
3453 (港元)
富时 TWSE 台湾 50 (累计)
9159 (美元)

精选观点 & Webinar
premia headline
The latest developments in the battery industry continue to favour the world’s biggest players. Apart from their gains from the robust growth in EV sales, the latest developments in battery technology also work in their favour, given their significant investments in R&D spending. Over the next five years or so, lithium iron phosphate (LFP) and ternary (NCM) lithium batteries will remain the mainstream products in the mass and high-end segments respectively. These are the products that CATL and BYD lead globally. Beyond that, CATL and BYD are already moving rapidly in the area of solid-state batteries (SSBs), a potentially disruptive technology. In this article, we discuss about why the Chinese battery makers will continue to dominant the global market and benefit from their technological advancements that revolutionize the energy storage landscape.
2024年11月15日
The latest developments in the battery industry continue to favour the world’s biggest players. Apart from their gains from the robust growth in EV sales, the latest developments in battery technology also work in their favour, given their significant investments in R&D spending. Over the next five years or so, lithium iron phosphate (LFP) and ternary (NCM) lithium batteries will remain the mainstream products in the mass and high-end segments respectively. These are the products that CATL and BYD lead globally. Beyond that, CATL and BYD are already moving rapidly in the area of solid-state batteries (SSBs), a potentially disruptive technology. In this article, we discuss about why the Chinese battery makers will continue to dominant the global market and benefit from their technological advancements that revolutionize the energy storage landscape.
2024年11月15日

China A-shares Q3 2024 factor review
The third quarter ended with a bang for mainland Chinese stocks, as twin announcements from China’s central bank and top fiscal policymakers gave both foreign and domestic investors plenty to think about over an extended market holiday during China’s October Golden Week. In this insight, Dr. Phillip Wool, Global Head of Research of Rayliant Global Advisors, explores the shift in sentiment that sent the onshore China markets higher for the quarter, breaking down the economic implications of a renewed and forceful stimulus push, the factor drivers of Q3 equity performance, and the data investors should be looking forward to as 2024 draws to a close.
2024年11月15日
The third quarter ended with a bang for mainland Chinese stocks, as twin announcements from China’s central bank and top fiscal policymakers gave both foreign and domestic investors plenty to think about over an extended market holiday during China’s October Golden Week. In this insight, Dr. Phillip Wool, Global Head of Research of Rayliant Global Advisors, explores the shift in sentiment that sent the onshore China markets higher for the quarter, breaking down the economic implications of a renewed and forceful stimulus push, the factor drivers of Q3 equity performance, and the data investors should be looking forward to as 2024 draws to a close.
2024年11月15日

The case for Taiwan: Premia FTSE TWSE Taiwan 50 ETF as efficient implementation tool for allocators
Further to the insight piece on “Taiwan: The Quiet World-Beater” shared by our Senior Advisor Say Boon Lim, in this article we share more about our new ETF Premia FTSE TWSE Taiwan 50 ETF, which covers the 50 largest flagship companies in Taiwan by market capitalization. The strategy aims to capture the strong market performance from the robust growth in demand for semiconductors and the broader economic growth activities in Taiwan in the coming years. It is designed as a low-cost, tax efficient access tool, with versatility of having both HKD (distributing) and USD (accumulating) unit classes.
2024年10月9日
Further to the insight piece on “Taiwan: The Quiet World-Beater” shared by our Senior Advisor Say Boon Lim, in this article we share more about our new ETF Premia FTSE TWSE Taiwan 50 ETF, which covers the 50 largest flagship companies in Taiwan by market capitalization. The strategy aims to capture the strong market performance from the robust growth in demand for semiconductors and the broader economic growth activities in Taiwan in the coming years. It is designed as a low-cost, tax efficient access tool, with versatility of having both HKD (distributing) and USD (accumulating) unit classes.
2024年10月9日

Asian investment grade bonds: the overlooked sweet spot for allocators
As the US Fed rate cut gets imminent, the liquid Asia credit market also is set to benefit from a number of strong tailwinds. In addition to favourable macroeconomic fundamentals, the heterogenous region also offers benefits of broad geographic diversification benefits and positive reinforcement from continued market liberalization and more investor friendly reforms. Within this space, Asian investment grade (IG) bonds also enter a favourable “Goldilocks” scenario in particular, represent a sweet spot that international allocators sometimes overlook, offering meaningfully higher yields, better credit ratings, and shorter duration than their peer IG cohorts from the US and Europe.
2024年9月16日
As the US Fed rate cut gets imminent, the liquid Asia credit market also is set to benefit from a number of strong tailwinds. In addition to favourable macroeconomic fundamentals, the heterogenous region also offers benefits of broad geographic diversification benefits and positive reinforcement from continued market liberalization and more investor friendly reforms. Within this space, Asian investment grade (IG) bonds also enter a favourable “Goldilocks” scenario in particular, represent a sweet spot that international allocators sometimes overlook, offering meaningfully higher yields, better credit ratings, and shorter duration than their peer IG cohorts from the US and Europe.
2024年9月16日

China’s East Data West Computing Initiative (II) – Energy Storage Systems and Smart Grids as the Final Mile in AI-Race
Given the inextricable links between energy-hungry Artificial Intelligence and renewables, energy storage and smart grids are a necessary “final mile solution” in the intensifying AI race. They provide the critical capability to store and dispatch huge quantities of uninterrupted renewable energy/power on demand without compromising emission reduction targets. In this regard, China is uniquely positioned to tackle the related challenges of AI and renewable energy with its rapid development and upgrades of energy storage systems and smart grids. In fact the country has long been studying intertwined strategic relationship between AI, technology and energy, and studiously incorporate such thinking into its Five Year Plans, and which are subsequently being rolled out as China’s East Data West Computing initiative. Further to our recent insight on China’s “power infrastructure” as the critical enabler for AI-development, in this article, we zoom in on China’s capabilities and investment opportunities in energy storage as the linchpin that holds the last mile solution, and matches renewable energy production with industrial demand in China’s journey to a high-tech, modern society.
2024年9月11日
Given the inextricable links between energy-hungry Artificial Intelligence and renewables, energy storage and smart grids are a necessary “final mile solution” in the intensifying AI race. They provide the critical capability to store and dispatch huge quantities of uninterrupted renewable energy/power on demand without compromising emission reduction targets. In this regard, China is uniquely positioned to tackle the related challenges of AI and renewable energy with its rapid development and upgrades of energy storage systems and smart grids. In fact the country has long been studying intertwined strategic relationship between AI, technology and energy, and studiously incorporate such thinking into its Five Year Plans, and which are subsequently being rolled out as China’s East Data West Computing initiative. Further to our recent insight on China’s “power infrastructure” as the critical enabler for AI-development, in this article, we zoom in on China’s capabilities and investment opportunities in energy storage as the linchpin that holds the last mile solution, and matches renewable energy production with industrial demand in China’s journey to a high-tech, modern society.
2024年9月11日

Taiwan: The Quiet World-Beater
In the midst of the AI-driven excitement surrounding major US tech giants, Taiwan has been quietly positioning itself as a significant player in the global technology sector. Over the past two years, Taiwan’s stock market has outperformed all major Asian markets and even surpassed the S&P 500 and Nasdaq 100 in returns. This success can largely be attributed to Taiwan's critical role in the semiconductor industry, which continues to drive its economic growth and investment appeal. In this article, our Senior Advisor Say Boon Lim discusses drivers supporting the unique, strategic moat Taiwan has built over the years, and why it will likely remain an attractive investment destination going forwards, on the expected continued robust growth in demand for semiconductors and its broader economic growth activities over coming years.
2024年9月5日
In the midst of the AI-driven excitement surrounding major US tech giants, Taiwan has been quietly positioning itself as a significant player in the global technology sector. Over the past two years, Taiwan’s stock market has outperformed all major Asian markets and even surpassed the S&P 500 and Nasdaq 100 in returns. This success can largely be attributed to Taiwan's critical role in the semiconductor industry, which continues to drive its economic growth and investment appeal. In this article, our Senior Advisor Say Boon Lim discusses drivers supporting the unique, strategic moat Taiwan has built over the years, and why it will likely remain an attractive investment destination going forwards, on the expected continued robust growth in demand for semiconductors and its broader economic growth activities over coming years.
2024年9月5日
更多观点
Premia 图说
  • 研究团队
    研究团队
Asian US dollar IG credit has been outperforming the US IG and EU IG both year-to-date and over a three-year horizon due to several favourable factors, including attractive yields and a supportive issuance dynamic amongst Asian issuers. With the election settled, among the many policies laid out in Trump 2.0, two key issues that have concerned global investors are the US debt outlook and the impact of tariff to global growth, particularly in European countries.Since election settled in early November the market focus has shifted to the projected debt level of the US government. Back in March 2024, the US Congressional Budget Office (CBO) published a report on the long-term budget outlook for 2024 to 2054, highlighting that the US debt-to-GDP ratio is projected to reach a staggering 200% by 2050. This increase will be driven by rising spending programs, which will require the government to issue more US Treasuries. The rising debt trend, coupled with recently released strong U.S. economic data, has caused major concerns among global investors, pushing U.S. yields higher across the curve recently.In fact, over the last few years when yields increase, it become less appealing for Asian issuers to issue new debt in US dollars. As a result, when yields rise, the supply of Asian dollar credit diminishes, leading to tighter credit spreads and further enhancing the performance of existing bonds. For instance, during mid-November China issued USD denominated government bonds at a very tight spread, which began trading with a negative spread.Currently, the rate cut cycle has begun, and yields have been trending lower, which could enhance the attractiveness of Asian dollar credit even further. However, looking ahead, expectation for future yields are characterised by volatility. While the recent appointment of Scott Bessent as the new US Treasury Secretary is viewed positively for the bond market – suggesting potential fiscal restraint – investors remain concerned about the trajectory of the US fiscal deficit and projections on the Debt-to-GDP. This backdrop creates a climate of uncertainty among investors, who may increasingly prefer the relative stability offered by Asia dollar credit amid these challenges.On the tariff front, the broad tariff would likely erode Eurozone GDP by approximately 1% as the biggest European countries such as Germany and France are also the most exposed to trade. Analysts from Goldman Sachs and JPMorgan are forecasting a fragile recovery in the Euro area, which would lead to further ECB rate cuts. While the duration would benefit EU IG in light of the rate cut, some of the gains may be offset by the heightened downgrade risks with the lower growth outlook and sluggish activity as reported by Fitch Ratings. Return is further eroded for dollar-based investors as a lower ECB policy rate will likely lead to depreciation in the euro and therefore losses due to currency exposures. Recently, we observed some of this trend as the Euro weakened from ~1.10 to ~1.05 against the US dollar in just a month, currency effect detracted almost 4.0% from returns during that period, and more rate cuts are expected to come. Given these dynamics, we believe Premia J.P. Morgan Asia Credit Investment Grade USD Bond ETF (9411 HK) is a better opportunity set and a very cost efficient allocation tool with total expense ratio of only 0.23% p.a. and is not subject to US withholding tax. The ETF consisted of high-quality USD bonds by investment grade sovereign, quasi-sovereign, and corporate issuers from Asia ex-Japan region:-          Comparing to both US IG and EU IG, JACI IG’s lower duration and higher yield presents a better risk trade-off between yield and duration.-          Comparing to US IG, JACI IG’s lower new issuance should provide a better price dynamic while maintaining a higher yield-          Comparing to EU IG, JACI IG provides 2% higher yield and without the currency risks To facilitate investor access primary market liquidity, we have also worked with our business partners to keep the creation/ redemption fee to only US$250 per trade and creation/ redemption size to 50,000 units only (~US$500,000) which are a fraction of typical levels for other USD credit bond ETFs.BBG TickerAbbreviationLong NameJPEIJAIG IndexJACI IGJ.P. Morgan Asia Credit Index -   Investment Grade in USDLBUSTRUU IndexUS IGBloomberg US Aggregate Total Return   Index in USDI02503US Index / LP06TRUU IndexEU IGBloomberg Pan-European Aggregate  Total Return Index in USD (unhedged)SBWGU IndexWGBIFTSE World Government Bond Index USD (unhedged)IDCOT20 IndexUST 20YICE US Treasury 20+ Year Bond Index USDIDCOT7 IndexUST 7-10YICE US Treasury 7-10 Year Bond  Index USD
2024年11月27日
来自合作伙伴
Premia 图说
  • 研究团队
    研究团队
Asian US dollar IG credit has been outperforming the US IG and EU IG both year-to-date and over a three-year horizon due to several favourable factors, including attractive yields and a supportive issuance dynamic amongst Asian issuers. With the election settled, among the many policies laid out in Trump 2.0, two key issues that have concerned global investors are the US debt outlook and the impact of tariff to global growth, particularly in European countries.Since election settled in early November the market focus has shifted to the projected debt level of the US government. Back in March 2024, the US Congressional Budget Office (CBO) published a report on the long-term budget outlook for 2024 to 2054, highlighting that the US debt-to-GDP ratio is projected to reach a staggering 200% by 2050. This increase will be driven by rising spending programs, which will require the government to issue more US Treasuries. The rising debt trend, coupled with recently released strong U.S. economic data, has caused major concerns among global investors, pushing U.S. yields higher across the curve recently.In fact, over the last few years when yields increase, it become less appealing for Asian issuers to issue new debt in US dollars. As a result, when yields rise, the supply of Asian dollar credit diminishes, leading to tighter credit spreads and further enhancing the performance of existing bonds. For instance, during mid-November China issued USD denominated government bonds at a very tight spread, which began trading with a negative spread.Currently, the rate cut cycle has begun, and yields have been trending lower, which could enhance the attractiveness of Asian dollar credit even further. However, looking ahead, expectation for future yields are characterised by volatility. While the recent appointment of Scott Bessent as the new US Treasury Secretary is viewed positively for the bond market – suggesting potential fiscal restraint – investors remain concerned about the trajectory of the US fiscal deficit and projections on the Debt-to-GDP. This backdrop creates a climate of uncertainty among investors, who may increasingly prefer the relative stability offered by Asia dollar credit amid these challenges.On the tariff front, the broad tariff would likely erode Eurozone GDP by approximately 1% as the biggest European countries such as Germany and France are also the most exposed to trade. Analysts from Goldman Sachs and JPMorgan are forecasting a fragile recovery in the Euro area, which would lead to further ECB rate cuts. While the duration would benefit EU IG in light of the rate cut, some of the gains may be offset by the heightened downgrade risks with the lower growth outlook and sluggish activity as reported by Fitch Ratings. Return is further eroded for dollar-based investors as a lower ECB policy rate will likely lead to depreciation in the euro and therefore losses due to currency exposures. Recently, we observed some of this trend as the Euro weakened from ~1.10 to ~1.05 against the US dollar in just a month, currency effect detracted almost 4.0% from returns during that period, and more rate cuts are expected to come. Given these dynamics, we believe Premia J.P. Morgan Asia Credit Investment Grade USD Bond ETF (9411 HK) is a better opportunity set and a very cost efficient allocation tool with total expense ratio of only 0.23% p.a. and is not subject to US withholding tax. The ETF consisted of high-quality USD bonds by investment grade sovereign, quasi-sovereign, and corporate issuers from Asia ex-Japan region:-          Comparing to both US IG and EU IG, JACI IG’s lower duration and higher yield presents a better risk trade-off between yield and duration.-          Comparing to US IG, JACI IG’s lower new issuance should provide a better price dynamic while maintaining a higher yield-          Comparing to EU IG, JACI IG provides 2% higher yield and without the currency risks To facilitate investor access primary market liquidity, we have also worked with our business partners to keep the creation/ redemption fee to only US$250 per trade and creation/ redemption size to 50,000 units only (~US$500,000) which are a fraction of typical levels for other USD credit bond ETFs.BBG TickerAbbreviationLong NameJPEIJAIG IndexJACI IGJ.P. Morgan Asia Credit Index -   Investment Grade in USDLBUSTRUU IndexUS IGBloomberg US Aggregate Total Return   Index in USDI02503US Index / LP06TRUU IndexEU IGBloomberg Pan-European Aggregate  Total Return Index in USD (unhedged)SBWGU IndexWGBIFTSE World Government Bond Index USD (unhedged)IDCOT20 IndexUST 20YICE US Treasury 20+ Year Bond Index USDIDCOT7 IndexUST 7-10YICE US Treasury 7-10 Year Bond  Index USD
2024年11月27日
精选观点 & Webinar
premia headline
The latest developments in the battery industry continue to favour the world’s biggest players. Apart from their gains from the robust growth in EV sales, the latest developments in battery technology also work in their favour, given their significant investments in R&D spending. Over the next five years or so, lithium iron phosphate (LFP) and ternary (NCM) lithium batteries will remain the mainstream products in the mass and high-end segments respectively. These are the products that CATL and BYD lead globally. Beyond that, CATL and BYD are already moving rapidly in the area of solid-state batteries (SSBs), a potentially disruptive technology. In this article, we discuss about why the Chinese battery makers will continue to dominant the global market and benefit from their technological advancements that revolutionize the energy storage landscape.
2024年11月15日
The latest developments in the battery industry continue to favour the world’s biggest players. Apart from their gains from the robust growth in EV sales, the latest developments in battery technology also work in their favour, given their significant investments in R&D spending. Over the next five years or so, lithium iron phosphate (LFP) and ternary (NCM) lithium batteries will remain the mainstream products in the mass and high-end segments respectively. These are the products that CATL and BYD lead globally. Beyond that, CATL and BYD are already moving rapidly in the area of solid-state batteries (SSBs), a potentially disruptive technology. In this article, we discuss about why the Chinese battery makers will continue to dominant the global market and benefit from their technological advancements that revolutionize the energy storage landscape.
2024年11月15日

China A-shares Q3 2024 factor review
The third quarter ended with a bang for mainland Chinese stocks, as twin announcements from China’s central bank and top fiscal policymakers gave both foreign and domestic investors plenty to think about over an extended market holiday during China’s October Golden Week. In this insight, Dr. Phillip Wool, Global Head of Research of Rayliant Global Advisors, explores the shift in sentiment that sent the onshore China markets higher for the quarter, breaking down the economic implications of a renewed and forceful stimulus push, the factor drivers of Q3 equity performance, and the data investors should be looking forward to as 2024 draws to a close.
2024年11月15日
The third quarter ended with a bang for mainland Chinese stocks, as twin announcements from China’s central bank and top fiscal policymakers gave both foreign and domestic investors plenty to think about over an extended market holiday during China’s October Golden Week. In this insight, Dr. Phillip Wool, Global Head of Research of Rayliant Global Advisors, explores the shift in sentiment that sent the onshore China markets higher for the quarter, breaking down the economic implications of a renewed and forceful stimulus push, the factor drivers of Q3 equity performance, and the data investors should be looking forward to as 2024 draws to a close.
2024年11月15日

The case for Taiwan: Premia FTSE TWSE Taiwan 50 ETF as efficient implementation tool for allocators
Further to the insight piece on “Taiwan: The Quiet World-Beater” shared by our Senior Advisor Say Boon Lim, in this article we share more about our new ETF Premia FTSE TWSE Taiwan 50 ETF, which covers the 50 largest flagship companies in Taiwan by market capitalization. The strategy aims to capture the strong market performance from the robust growth in demand for semiconductors and the broader economic growth activities in Taiwan in the coming years. It is designed as a low-cost, tax efficient access tool, with versatility of having both HKD (distributing) and USD (accumulating) unit classes.
2024年10月9日
Further to the insight piece on “Taiwan: The Quiet World-Beater” shared by our Senior Advisor Say Boon Lim, in this article we share more about our new ETF Premia FTSE TWSE Taiwan 50 ETF, which covers the 50 largest flagship companies in Taiwan by market capitalization. The strategy aims to capture the strong market performance from the robust growth in demand for semiconductors and the broader economic growth activities in Taiwan in the coming years. It is designed as a low-cost, tax efficient access tool, with versatility of having both HKD (distributing) and USD (accumulating) unit classes.
2024年10月9日

Asian investment grade bonds: the overlooked sweet spot for allocators
As the US Fed rate cut gets imminent, the liquid Asia credit market also is set to benefit from a number of strong tailwinds. In addition to favourable macroeconomic fundamentals, the heterogenous region also offers benefits of broad geographic diversification benefits and positive reinforcement from continued market liberalization and more investor friendly reforms. Within this space, Asian investment grade (IG) bonds also enter a favourable “Goldilocks” scenario in particular, represent a sweet spot that international allocators sometimes overlook, offering meaningfully higher yields, better credit ratings, and shorter duration than their peer IG cohorts from the US and Europe.
2024年9月16日
As the US Fed rate cut gets imminent, the liquid Asia credit market also is set to benefit from a number of strong tailwinds. In addition to favourable macroeconomic fundamentals, the heterogenous region also offers benefits of broad geographic diversification benefits and positive reinforcement from continued market liberalization and more investor friendly reforms. Within this space, Asian investment grade (IG) bonds also enter a favourable “Goldilocks” scenario in particular, represent a sweet spot that international allocators sometimes overlook, offering meaningfully higher yields, better credit ratings, and shorter duration than their peer IG cohorts from the US and Europe.
2024年9月16日

China’s East Data West Computing Initiative (II) – Energy Storage Systems and Smart Grids as the Final Mile in AI-Race
Given the inextricable links between energy-hungry Artificial Intelligence and renewables, energy storage and smart grids are a necessary “final mile solution” in the intensifying AI race. They provide the critical capability to store and dispatch huge quantities of uninterrupted renewable energy/power on demand without compromising emission reduction targets. In this regard, China is uniquely positioned to tackle the related challenges of AI and renewable energy with its rapid development and upgrades of energy storage systems and smart grids. In fact the country has long been studying intertwined strategic relationship between AI, technology and energy, and studiously incorporate such thinking into its Five Year Plans, and which are subsequently being rolled out as China’s East Data West Computing initiative. Further to our recent insight on China’s “power infrastructure” as the critical enabler for AI-development, in this article, we zoom in on China’s capabilities and investment opportunities in energy storage as the linchpin that holds the last mile solution, and matches renewable energy production with industrial demand in China’s journey to a high-tech, modern society.
2024年9月11日
Given the inextricable links between energy-hungry Artificial Intelligence and renewables, energy storage and smart grids are a necessary “final mile solution” in the intensifying AI race. They provide the critical capability to store and dispatch huge quantities of uninterrupted renewable energy/power on demand without compromising emission reduction targets. In this regard, China is uniquely positioned to tackle the related challenges of AI and renewable energy with its rapid development and upgrades of energy storage systems and smart grids. In fact the country has long been studying intertwined strategic relationship between AI, technology and energy, and studiously incorporate such thinking into its Five Year Plans, and which are subsequently being rolled out as China’s East Data West Computing initiative. Further to our recent insight on China’s “power infrastructure” as the critical enabler for AI-development, in this article, we zoom in on China’s capabilities and investment opportunities in energy storage as the linchpin that holds the last mile solution, and matches renewable energy production with industrial demand in China’s journey to a high-tech, modern society.
2024年9月11日

Taiwan: The Quiet World-Beater
In the midst of the AI-driven excitement surrounding major US tech giants, Taiwan has been quietly positioning itself as a significant player in the global technology sector. Over the past two years, Taiwan’s stock market has outperformed all major Asian markets and even surpassed the S&P 500 and Nasdaq 100 in returns. This success can largely be attributed to Taiwan's critical role in the semiconductor industry, which continues to drive its economic growth and investment appeal. In this article, our Senior Advisor Say Boon Lim discusses drivers supporting the unique, strategic moat Taiwan has built over the years, and why it will likely remain an attractive investment destination going forwards, on the expected continued robust growth in demand for semiconductors and its broader economic growth activities over coming years.
2024年9月5日
In the midst of the AI-driven excitement surrounding major US tech giants, Taiwan has been quietly positioning itself as a significant player in the global technology sector. Over the past two years, Taiwan’s stock market has outperformed all major Asian markets and even surpassed the S&P 500 and Nasdaq 100 in returns. This success can largely be attributed to Taiwan's critical role in the semiconductor industry, which continues to drive its economic growth and investment appeal. In this article, our Senior Advisor Say Boon Lim discusses drivers supporting the unique, strategic moat Taiwan has built over the years, and why it will likely remain an attractive investment destination going forwards, on the expected continued robust growth in demand for semiconductors and its broader economic growth activities over coming years.
2024年9月5日
更多观点
来自合作伙伴