featured insights & webinar
Are all smart beta products smart? This is a question I've asked a few times over the last few years but always got a "nuanced" answer depending on the product being marketed.
May 15, 2017
Can you trust the numbers reported by all Chinese listed corporations? Absolutely not. But that doesn't mean smart beta can't generate alpha. With help from our friends at Rayliant, we dive into a factor metric that allows us to deprioritize earnings manipulators and to generate alpha from their efforts.
Jan 17, 2017
BY TOPICS
Chart Of the Week
Alex Chu
Humanoid robotics is set to be the next wave of growth opportunities for AI-related companies, driving substantial demand across the supply chain—from advanced manufacturing to semiconductors and high-performance batteries. Recent developments highlight this potential: the MIIT held a seminar to advance the humanoid robot industry; Unitree Technology showcased its advanced robots at the Shanghai GDC; the NDRC committed to enhancing AI policy systems at the Two Sessions; and China Mobile, Huawei, Leju jointly release humanoid robots loaded with 5G-A technology. HSBC's research projects significant growth in this sector, estimating market expansion from US$ 900 million in 2025 to a staggering US$ 73 billion by 2034, reflecting a compound annual growth rate (CAGR) of 63%. They also predict a reduction in humanoid robot costs from approximately US$ 58,000 per unit to US$ 20,000 by 2032, driven by an 11% annual decline, enhancing market expansion through economies of scale. Our Premia CSI Caixin China New Economy ETF offers a diversified approach, mitigating risk while capturing growth potential. With broad exposure to sectors like semiconductors and renewable energy, it ensures participation in China’s AI growth story without over-reliance on any single technology.
Mar 10, 2025
