主题相关资讯: ���������������


We recently completed the annual rebalancing exercise for the two China A shares and Asia Innovative Technology ETFs. In this article our Portfolio Manager Alex and Partner & Co-CIO David will share more about the changes and portfolio characteristics post-rebalancing, which further align with strategic focuses of China’s 14th Five Year Plan, and recalibrate for opportunities in the new normal as COVID recovery in China and Asia enters the next stage.


Jun 24, 2021


The term "dual circulation” is one of the hot searches in China and receives great attention after President Xi first expressed this idea at a top official meeting held earlier this year. He then elaborated further that China’s economic model will be involving an internal circulation developing a substantial domestic market, and an external circulation deepening the international trade. The latest meeting of Communist Party’s Central Committee reinforced this policy will be the core component of the 14th five-year plan for the development between 2021 and 2025.


Nov 4, 2020


在经历今年首季度的急剧抛售后,全球股市在近几个月表现亮眼。这个反弹看似是典型的非理性“大爆发”,因为全球主要经济体正在或即将进入衰退期,且全球新冠肺炎疫情仍未见缓和之势;然而,从另一方面而言,这具前瞻性的市场走势,可能反映出投资者已走出疫情阴霾,整装以待争相捕捉股市V型反弹所带来的投资机遇。 中国A股市场既拥有稳健的基本面,又具相当吸引人的估值。因应全球股市下跌,投资者可考虑稳步增持中国A股。本篇文章中,我们将简述当前市场动态与如何精准捕捉中国A股反弹的增长机会。


Sep 4, 2020


CSI 300 outperforms S&P 500, Chinese tech outruns Nasdaq 100. How has China’s new economy sectors including its recently launched “Nasdaq” – the STAR board (Shanghai Stock Exchange’s Science and Technology Innovation Board) – outperformed global indices despite being at the center of a trade-tech war with the United States?


Sep 1, 2020


In the midst of a US tech bubble, Chinese and Hong Kong equities have emerged in the sweet spot between valuations, profitability and balance sheet strength.


Aug 18, 2020


The international media reckoned a front-page editorial in the China Securities Journal calling for a “healthy bull market” to create “new opportunities in crisis” was responsible for last week’s red-hot run-up in the Shanghai Composite Index. But perhaps there are less “exciting”, but more enduring, explanations for the surge in Chinese stocks.


Jul 13, 2020


随着联网汽车和智能家电等消费领域的应用日益普及,物联网(IoT,Internet of Things)已逐渐为人所熟知。 而在工业领域,正如我们一再强调与关注的话题——企业数字化转型将重写产业游戏规则,而工业互联网(IIoT,Industrial IoT)正是其中的重要环节。 事实上,工业互联网即是中国新基建七大重点投资领域之一,受到中国官方政策的大力支持。 所以,工业互联网是什么? 为何其中的行业领导者在疫情期间更具弹性? 在本篇文章中,我们将分享工业互联网的概念,以及该领域的发展进程和投资机会。


May 26, 2020


Premia CSI Caixin China New Economy ETF performed well and went up by 3% in a down market. In this article, we would like to share with you the reasons behind the strong performance and the comparison of this strategy with the other mainstream indexes that investors usually track in respect to performance attribution, sector allocation, niche thematic exposure and top drivers.


Apr 24, 2020