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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.

AI & The Dragon: What Trends Will Dominate 2024?

By Anthony Sassine, CFA, Robin Zheng, and Henry Greene

Carbon Pricing: Investing in Climate Action

By Oktay Kurbanov, Partner at Climate Finance Partners (CLIFI)

Positioning For 2024: KraneShares Firm Outlook

Portfolio Management In 2024: Planning For Uncertainty With Managed Futures & KMLM

2024 Uncorrelated Assets Outlook

Thoughts From The CIO’s Desk – A “System Two” Approach

2024 China Outlook

Carbon Markets: Unrivaled Conviction

2024 Climate Outlook

2024 Outlook: Beyond the “Magnificent Seven” in the Year of the Dragon

China Internet: Going Global With PDD’s Temu

Winter 2024 China internet Earnings report