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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.

Alibaba on the Move

Fall 2022 China Internet Earnings Report

CATL – The Battery Giant Leading Innovation in China A-Shares

By Derek Yan, CFA

The Inflation Reduction Act (IRA): Positive Road Forward for US Electric Vehicle Policy

By Anthony Sassine, CFA

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