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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.

Carbon Allocation in Practice: 5 Real Examples from Institutional Portfolios

Considering EM ex China? Strategies To Right-Size Your China Exposure

Transform Volatility into Monthly Premium Income with KLIP

China Q3 Review: Lines in the Sand & Policy Support

KMLM: Strong Commodity Returns Drive Performance in Q3

Decoding China’s Real Estate Sector with Nikko AM & Deep Dive on Chinese Asset Class Opportunities

Meituan: Capturing The Sweet Spot In China’s Recovery

Fall 2023 China Internet Earnings Report

Global Luxury: A Golden Opportunity?