主题相关资讯: 硬核科技
Further to the insight piece on “Taiwan: The Quiet World-Beater” shared by our Senior Advisor Say Boon Lim, in this article we share more about our new ETF Premia FTSE TWSE Taiwan 50 ETF, which covers the 50 largest flagship companies in Taiwan by market capitalization. The strategy aims to capture the strong market performance from the robust growth in demand for semiconductors and the broader economic growth activities in Taiwan in the coming years. It is designed as a low-cost, tax efficient access tool, with versatility of having both HKD (distributing) and USD (accumulating) unit classes.
2024年10月8日
Further to the insight piece on “Taiwan: The Quiet World-Beater” shared by our Senior Advisor Say Boon Lim, in this article we share more about our new ETF Premia FTSE TWSE Taiwan 50 ETF, which covers the 50 largest flagship companies in Taiwan by market capitalization. The strategy aims to capture the strong market performance from the robust growth in demand for semiconductors and the broader economic growth activities in Taiwan in the coming years. It is designed as a low-cost, tax efficient access tool, with versatility of having both HKD (distributing) and USD (accumulating) unit classes.
2024年10月8日
In the midst of the AI-driven excitement surrounding major US tech giants, Taiwan has been quietly positioning itself as a significant player in the global technology sector. Over the past two years, Taiwan’s stock market has outperformed all major Asian markets and even surpassed the S&P 500 and Nasdaq 100 in returns. This success can largely be attributed to Taiwan's critical role in the semiconductor industry, which continues to drive its economic growth and investment appeal. In this article, our Senior Advisor Say Boon Lim discusses drivers supporting the unique, strategic moat Taiwan has built over the years, and why it will likely remain an attractive investment destination going forwards, on the expected continued robust growth in demand for semiconductors and its broader economic growth activities over coming years.
2024年9月4日
In the midst of the AI-driven excitement surrounding major US tech giants, Taiwan has been quietly positioning itself as a significant player in the global technology sector. Over the past two years, Taiwan’s stock market has outperformed all major Asian markets and even surpassed the S&P 500 and Nasdaq 100 in returns. This success can largely be attributed to Taiwan's critical role in the semiconductor industry, which continues to drive its economic growth and investment appeal. In this article, our Senior Advisor Say Boon Lim discusses drivers supporting the unique, strategic moat Taiwan has built over the years, and why it will likely remain an attractive investment destination going forwards, on the expected continued robust growth in demand for semiconductors and its broader economic growth activities over coming years.
2024年9月4日
While Artificial Intelligence Generated Content (AIGC) has been dominating media and market attention, the “next big thing” has been developing rapidly in the background in China, in the form of super-scale AI infrastructure. It involves, among other things, a national computing power network; data centre clusters from Guangdong to Inner Mongolia and from Gansu in the West to Anhui in the East; centres for the development/training of large language models; and abundant green energy integrated with massive energy storage facilities. What is rapidly emerging is a gigantic national network connecting smart grids, intelligent network routing and energy storage – one that has no parallel anywhere else in the world. The pay off will be lower cost execution of computing processes and high-end manufacturing/AI-based industrial automation. The current media focus has been on the speed of the microchip as the key factor in the AI race. The following insight details the elements of the AI-infrastructure that are likely to prove critical in the next phase of AI development.
2024年6月18日
While Artificial Intelligence Generated Content (AIGC) has been dominating media and market attention, the “next big thing” has been developing rapidly in the background in China, in the form of super-scale AI infrastructure. It involves, among other things, a national computing power network; data centre clusters from Guangdong to Inner Mongolia and from Gansu in the West to Anhui in the East; centres for the development/training of large language models; and abundant green energy integrated with massive energy storage facilities. What is rapidly emerging is a gigantic national network connecting smart grids, intelligent network routing and energy storage – one that has no parallel anywhere else in the world. The pay off will be lower cost execution of computing processes and high-end manufacturing/AI-based industrial automation. The current media focus has been on the speed of the microchip as the key factor in the AI race. The following insight details the elements of the AI-infrastructure that are likely to prove critical in the next phase of AI development.
2024年6月18日
Internet platforms used to be the dominating forces in driving China’s tech cycle in the last decade, but their high-growth phases in e-commerce, gaming, ride-hailing and last-mile delivery are slowing substantially as indicated by the latest result announcement and management guidance. Changes in government policy, antitrust concerns, breach of data security and maturing markets are all pointing to a less promising outlook of their business models. On the contrary, hardcore technology, particularly the semiconductor, is the rising star in the market despite the increasing hostile actions taken by the Biden administration. This article would explain why semiconductor will be one of the key focuses of China’s stock market in the foreseeable future and how Premia China STAR50 ETF is the right tool to capture the industry opportunities as investors reposition for the paradigm shift in the technology space in China.
2023年5月3日
Internet platforms used to be the dominating forces in driving China’s tech cycle in the last decade, but their high-growth phases in e-commerce, gaming, ride-hailing and last-mile delivery are slowing substantially as indicated by the latest result announcement and management guidance. Changes in government policy, antitrust concerns, breach of data security and maturing markets are all pointing to a less promising outlook of their business models. On the contrary, hardcore technology, particularly the semiconductor, is the rising star in the market despite the increasing hostile actions taken by the Biden administration. This article would explain why semiconductor will be one of the key focuses of China’s stock market in the foreseeable future and how Premia China STAR50 ETF is the right tool to capture the industry opportunities as investors reposition for the paradigm shift in the technology space in China.
2023年5月3日