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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.

What’s The Deal With China Real Estate? Q&A With Nikko’s David Gan

Asia Credit & China Property Outlook 2022

Electric Vehicles: A Solution For Slowing Growth?

By Anthony Sassine, CFA

Carbon Markets Recap & Outlook: Everything You Need to Know Now

By Luke Oliver, Head of Strategy

Inflation, Bear Markets, and How KVLE Remains Resilient

KMLM: Long USD and Short Other Currencies Shine While Commodities Retreat in Q2

Yolanda Zhang of State Power Investment Corporation on China’s Electric Vehicle Transformation

Catalysts for China Internet “The Three R’s”: Regulation Reprieve, Relaxation of Zero COVID, & Return to Growth

Summer 2022 China Internet Earnings Report

Dr. Henry Kissinger Shares His Thoughts on China, Russia, & Ukraine