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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.

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

KMLM Achieves a Three-Year Track Record, Continues to Provide Consistent Uncorrelated Returns

On The Ground With NIO: Revolutionizing the EV Industry with User-Centric Innovation & Cutting-Edge Technology

Jonathan Krane’s 5 Key Takeaways for US-China Relations from The APEC Summit in San Francisco