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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


在經歷今年首季度的急劇拋售後,全球股市在近幾個月表現亮眼。這個反彈看似是典型的非理性「大爆發」,因為全球主要經濟體正在或即將進入衰退期,且全球新冠肺炎疫情仍未見緩和之勢;然而,從另一方面而言,這具前瞻性的市場走勢,可能反映出投資者已走出疫情陰霾,整裝以待爭相捕捉股市V型反彈所帶來的投資機遇。中國A股市場既擁有穩健的基本面,又具相當吸引人的估值。因應全球股市下跌,投資者可考慮穩步增持中國A股。本篇文章中,我們將簡述當前市場動態與如何精準捕捉中國A股反彈的增長機會。


Sep 2, 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


隨著聯網汽車和智能家電等消費領域的應用日益普及,物聯網(IoT,Internet of Things)已逐漸為人所熟知。而在工業領域,正如我們一再強調與關注的話題——企業數位化轉型將重寫產業遊戲規則,而工業互聯網(IIoT,Industrial IoT)正是其中的重要環節。事實上,工業互聯網即是「中國新基建」七大重點投資領域之一,受到中國官方政策的大力支持。所以,工業互聯網是甚麼?為何其中的行業領導者在疫情期間更具彈性?在本篇文章中,我們將分享工業互聯網的概念,以及該領域的發展進程和投資機會。


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