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Research / Insights

Expert analysis and market research on the Chinese economy and stock market, alongside comprehensive coverage of emerging markets, carbon credits, IPOs, and global growth themes. We provide in-depth updates on key sectors like AI, humanoid robotics, e-commerce, and more. Learn how our ETFs and investments provide exposure to these rapidly evolving sectors.

Summer 2026 China Internet Quarterly Earnings Report

An Emerging AI Agent Economy: First A Software Apocalypse, Now a Renaissance?

Humanoid Robot ETF KOID: Did We Just Witness A “Move 37” Moment For Physical AI?

Asia AI ETF KAIT: Investing Across Shifting AI Bottlenecks, from HBM to Photonics to MLCCs and PCBs

The Memory Wall & Next Leg Of The AI Story: The Connection Bottleneck

Trend, Unwind, Repeat: A Year-To-Date Review of Managed Futures with KMLM

Hyperscaler AI Capex: What the Headlines Miss

Photonic ETF LUMA: Designed To Capitalize On One of AI’s Biggest Bottlenecks