AI development between the US and China have taken very different paths. While the US has been prioritizing frontier foundational models, and cutting edge computing power funded by massive private sector capital from global investors, China focuses on taking AI as next generation productivity driver, and emphasizes diffusion, industrial automation, robotics as embodied AI and low-cost open-weight models to drive productivity and economic growth with strong policy influence. This distinction is important in understanding the trajectory of China’s development, and why as investors looking to position for global AI opportunities, the leading cohort in China’s STAR Board where the country’s hard tech leaders converge is increasingly more relevant. In this article, we discuss the background of China’s STAR Board, its leading constituents across China’s emerging hard tech sectors, how the policy tailwinds under China’s 15th Five Year Plan have fast tracked their earnings growth, and the dynamics behind the outperformance of Premia China STAR50 ETF which was up +18% year-to-date compared to offshore China tech which have delivered lacklustre performance as Hang Seng Tech, Overseas China Internet and MSCI China were down between 12-30% during the period.

Oct 07, 2026

Taiwan has emerged as a key beneficiary of the global AI investment cycle, delivering exceptional equity returns while remaining under-owned by international investors notwithstanding the fact that it has already become the largest market within MSCI Emerging Markets. Strong GDP growth, exports and earnings, alongside relatively attractive valuations, provide a solid fundamental backdrop. While TSMC remains the cornerstone of Taiwan’s AI ecosystem, the opportunity extends a broad range of companies spanning foundry, advanced packaging, substrates, networking, power and thermal management, and many are in fact the most leading global manufacturers in critical nodes of the AI and advanced technology supply chain. In this article, our Partner & Co-CIO David Lai discusses such dynamics and drivers behind the outperformance of our Premia FTSE TWSE Taiwan 50 ETF as the tool to capture opportunities in the broader AI value chain opportunities far beyond TSMC alone.

Sep 04, 2026

Onshore Chinese stocks rallied in Q2, as geopolitical anxieties gave way to greater optimism—along with falling energy prices—and AI exuberance continued to support stocks in the global hardware supply chain. Beneath the broad market gains, however, it was a ‘tale of two economies’, as optimism toward tech balanced out a less sanguine view of China’s domestic economy. In this article, Dr. Phillip Wool, Global Head of Research of Rayliant Global Advisors, discusses the macro and factor-level influences of China A share performance in Q2 2026, and given the diversified nature of China’s broad market, it offers a relatively attractive profile for investors in longer-term growth for not only hard tech but broader new economy growth opportunities.

Aug 07, 2026

The Fed's abrupt turn — from rate cuts at the start of the year to a looming hike — has caught many investors off guard. Longer-duration US Treasury strategies have slipped into the red since the war in Iran erupted, as the economy shifted from a supply-side, oil-driven inflation shock to broadening price pressures compounded by a slew of Trump administration policies since 2025. New Fed Chair Kevin Warsh's FOMC has struck a hawkish tone, stripping the market of any lingering hope for a continued easing path. Yet his task is far from straightforward: unlike 2022, this cycle would begin from an already elevated rate plateau rather than near zero — meaning considerable stress is arguably baked into the system before a single hike lands. In this article, we discuss why Floating Rate Notes (3077 / 9077 / 9078 HK) looks increasingly well-timed for investors seeking to derisk by harvesting an elevated, weekly-resetting coupon with effectively zero duration and collecting front-end carry, while longer-duration fixed-rate Treasuries continue to absorb losses at the long end.

Jun 30, 2026

China’s hard-tech sector is entering a new phase of structural growth, driven by AI adoption, semiconductor localization, and strong policy support. Domestic hard-tech leaders across semiconductors, optical networking, advanced manufacturing, and memory technologies have significantly outperformed broader Chinese and offshore equity markets year-to-date, while a new IPO wave led by ChangXin Memory Technologies (CXMT), Unitree Robotics, and other strategic technology champions are set to further enrich the STAR Market ecosystem. In this article, our Partner & Co-CIO David Lai discusses that our Premia China STAR50 ETF and Premia CSI Caixin China New Economy ETF offer targeted access to companies benefiting from China’s long-term technology and industrial transformation.

Jun 12, 2026