AI Momentum & Mean Reversion: Navigating Opportunities in China’s Market
Tuesday, 14 July, 2026 15:00 - 16:00 BST, 16:00 - 17:00 CEST
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Event Details:
AI Momentum & Mean Reversion: Navigating Opportunities in China’s Market Tuesday, 14 July, 2026 15:00 - 16:00 BST, 16:00 - 17:00 CEST
The global race to build AI infrastructure has fueled remarkable gains for semiconductor companies across the United States, Taiwan, and South Korea. Now, investors are increasingly turning their attention to Mainland China, where we believe accelerating investment in AI chips, semiconductor equipment, and advanced manufacturing is driving a new wave of innovation and market performance.
China's innovation-focused STAR Market has emerged as one of the world's strongest-performing technology markets in 2026. The KraneShares ICBCUBS China Technology & Semiconductor STAR Market 50 Index UCITS ETF (Ticker: KSTR)* has returned +72.03% year-to-date and +132.21% over the past year (as of 30 June, 2026),1 reflecting growing investor interest in the companies powering China's AI hardware ecosystem.
Meanwhile, offshore-listed internet companies have experienced volatility despite being key nodes in China's AI ecosystem.
Join KraneShares as we examine what's driving China's semiconductor momentum, whether we could see mean reversion that benefits internet stocks, and how investors can gain targeted exposure to this rapidly evolving opportunity.
In this webinar, we will discuss:
- Why China's semiconductor industry is emerging as a key beneficiary of the global AI infrastructure buildout.
- How the KraneShares ICBCUBS China Technology & Semiconductor STAR Market 50 Index UCITS ETF (Ticker: KSTR)* is designed to provide targeted exposure to China's leading AI chip designers, semiconductor equipment manufacturers, and advanced technology companies through the STAR Market
- The key drivers behind the STAR Market's strong performance in 2026 and what investors should watch next
- Our outlook for the KraneShares CSI China Internet UCITS ETF (Ticker: KWEB) and factors that have led to recent volatility
- How KSTR complements the KraneShares CSI China Internet UCITS ETF (Ticker: KWEB) by seeking to provide exposure to the companies building AI, while KWEB is designed to offer exposure to many of the companies deploying AI
- Live Q&A
*The name of the Fund is currently the KraneShares ICBCUBS SSE STAR Market 50 Index UCITS ETF. The name will change on 20 July, 2026.
For KSTR top 10 holdings, risks, and other Fund information, please click here.
For KWEB top 10 holdings, risks, and other Fund information, please click here.
This is a marketing communication. Please refer to the UCITS Prospectus, the KIID, and the PRIIP before making any final investment decision.
Citation:
- Data from Bloomberg as of 30 June, 2026.
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end please click above.
