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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.

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?

China & Fed To Drive EM Performance

The New Core: Higher Dividend Yields Without A Sector Or Style Bias

Futures: The Most Effective Way to Get Exposure to Carbon Markets

By Luke Oliver, Head of Strategy, Head of Climate

California Carbon’s Moment in the Sun

Summer 2023 KraneShares Climate Report