주요 인사이트 & 웨비나
3 of our ETFs recently went through their annual index rebalances. While investors focus mainly on fees and liquidity, the rebalancing and index methodology of ETFs are equally, if not more, important to the investor experience and returns. To that end, we’d like to highlight June’s rebalances and explain what investors can expect going forward.
Jul 13, 2019
Vietnam is increasingly spoken about as one of the biggest beneficiaries of the trade war and as a market to watch going forward. However, the tools to access Vietnam remain limited. On July 18 (subject to final approvals) we will list the MSCI Vietnam strategy to make it easier for investors to access this dynamic and fast growing market.
Jul 04, 2019
The highly anticipated G20 Summit seemed to have concluded in a nice conciliatory note as the world powers converged in Osaka this past weekend. Or did it? While it seemed to have eliminated the “total risk-off” worst case scenario, and perhaps rebuilt confidence for China equities especially the new economy sectors, beyond the rhetoric, what we have is not really a pause in the trade war. The war continues as evident in the tariffs. A more accurate description is that both sides have agreed not to escalate the trade war while talks resume.
Jul 02, 2019
Whatever happens over coming weeks and even months in the US-China trade war, Donald Trump has irreparably broken the global trade architecture. And with it, he has also forced a realignment of the global supply chain that will likely see ASEAN emerge as a new manufacturing centre.
Jun 27, 2019
As we head toward the G20 meeting in Osaka, we take a moment to review the latest status of the trade war between the two largest economies today. Is it about containment or tariffs? How does the current situation compare to Japan in the ‘80s? Do either China or the US actually want to make a deal? What are the possible paths going forward?
Jun 12, 2019
As we approach the end of 1H19, it is clear that the market now finds itself in a tug of war between the Fed Put and the potential for recession. We explore this dynamic, discuss Q1 vs future growth across the 4 major economies (US, Europe, Japan and China) and remind investors to stay defensive going forward by tilting toward value and quality where possible.
Jun 12, 2019
The Global Mobile Communication Systems Association estimates that by the end of this year, 5G services will be available in 29 markets around the world, with 10 million connections. What is 5G and where do we see potential investment opportunities from this significant technology upgrade in Asia?
Jun 06, 2019
As the issuer of world’s first two fundamental multifactor China A-shares ETFs, we look closely into the factors. The China A shares market went on a roller coaster ride since late 2018, and how about the factors – are they on the same ride or rotating around a Ferris wheel? In this piece, we re-cap the research on China A fundamental factors and share the recent observations on factor performances.
Jun 03, 2019
Investors looking for China’s NASDAQ seem to have settled on ChiNext as the default index to follow. BUT what if there is an even better option in the market, offering a more appropriate China new economy exposure with better performance, higher quality, lower volatility and discounted valuations?! It may sound too good to be true, but it is exactly what the Premia China New Economy ETF (3173.HK) has achieved so far.
May 20, 2019
Most investors assume that the more liquid the ETF, the easier and cheaper it is to trade. This is true in markets like the US, where on-screen liquidity is prevalent, but Asia markets are not as straightforward. China A ETFs with on-screen liquidity are easy to trade, but easier does not always mean cheaper to trade. There is market risk in trading on-screen and though it is easier, it can actually be more expensive than trading via the underling liquidity of China A stocks inside the ETF.
May 16, 2019
토픽별
주간 차트
David Lai , CFA
CFA
Taiwan’s economy continues to demonstrate exceptional strength, supported by its increasingly indispensable role in the global AI supply chain. First-quarter GDP expanded 13.69% year-on-year, marking the fastest pace of growth since 1987. The upside surprise was driven primarily by robust external demand, as exports surged on the back of accelerating global investment in AI infrastructure, semiconductors, and high-performance computing. Electronic components and ICT products accounted for nearly 80% of total outbound shipments, reinforcing Taiwan’s position at the center of next-generation technology manufacturing. The strength of the export cycle is also translating into broader domestic economic momentum. Technology companies continue to expand capacity and increase R&D spending to capture long-term AI opportunities, supporting manufacturing activity and capital formation. Meanwhile, buoyant equity market turnover and increased participation in investment products have provided an additional tailwind for Taiwan’s financial sector. With global AI capital expenditure expected to maintain a strong multi-year growth trajectory through the end of the decade, Taiwan remains structurally well-positioned to benefit from rising demand across the semiconductor and advanced electronics ecosystem. Against this backdrop, Taiwan equities should continue to enjoy strong medium-term earnings support and investor interest. For investors seeking efficient exposure to Taiwan’s leading technology champions, including TSMC, MediaTek, Delta Electronics, and ASE Technology, the Premia FTSE TWSE Taiwan 50 ETF offers a focused and liquid vehicle to access Taiwan’s AI-driven growth story.
May 11, 2026
