주요 인사이트 & 웨비나
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
토픽별
주간 차트
David Lai , CFA
CFA
China’s rapidly advancing innovation ecosystem has positioned the country as a pivotal force in the global technology landscape. Its sustained commitment to research, strategic industrial policy, and talent development has enabled China to build deep expertise across a broad range of frontier technologies. Information Technology and Innovation Foundation (ITIF), a non-profit policy think tank based in Washington, D.C., highlights the scale of this progress. China now produces an increasingly large share of global scientific publications and patents, reflecting both the breadth and maturity of its research output. Momentum is particularly strong in high-growth areas such as robotics, advanced batteries, clinical biotech trials, quantum communication, artificial intelligence, advanced materials —fields where China’s state-supported infrastructure and robust innovation pipeline are translating into commercially meaningful breakthroughs. Further evidence from the Australian Strategic Policy Institute’s Critical Technology Tracker reinforces this trend. The analysis shows China holding a leadership position in the majority of the 64 critical technologies assessed, underscoring the effectiveness of its long-term investment in science, engineering, and education. China’s emphasis on STEM talent cultivation has created the world’s largest cohort of technical graduates, providing a deep and scalable foundation for continued innovation. These structural strengths—ranging from its research base to its industrial execution—collectively support a long runway of technological development and commercialization. For investors aiming to gain exposure to this accelerating innovation cycle, our Premia CSI Caixin China New Economy ETF and Premia China STAR50 ETF would be the essential tools.
Dec 08, 2025
