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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, and global growth themes. We provide in-depth updates on key sectors like AI, humanoid robotics, e-commerce, and more. Learn how our ETFs provide exposure to these rapidly evolving sectors.

Party Congress & Policy: Q4 Outlook & Q3 Market Review

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

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

By Anthony Sassine, CFA

Electric Vehicles: A Solution For Slowing Growth?

By Anthony Sassine, CFA

China To Pull The Rest of EM Into The Spotlight

Yolanda Zhang of State Power Investment Group 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

Headwinds Become Tailwinds: Q2 China Review and 2H Outlook

Terry Branstad, 12th U.S. Ambassador to China, On President Xi, COVID Zero, and US-China Relations

Electric Vehicles and Future Mobility: An Ecosystem Approach to Investing with KARS UCITS ETF