2 Insights with Topic: 高科技制造
Vietnam stands out as Asia’s best-performing equity market in 2025, fueled by earnings recovery, policy support, and surging public investment. More importantly, Resolution 68 marks the country’s boldest reform agenda since Doi Moi—streamlining bureaucracy, empowering the private sector, and deepening capital markets—creating structural upside beyond cyclical drivers. With infrastructure projects worth over 10% of GDP, robust FDI inflows, and the potential MSCI/FTSE upgrade unlocking sizable foreign flows, Vietnam offers a rare blend of near-term catalysts and long-term growth. In this article, our Partner & Co-CIO David Lai discusses how Premia Vietnam ETF offers investors a diversified, transparent, and cost-effective vehicle that has consistently outperformed active peers—positioning portfolios to capture one of the most compelling reform-driven growth stories in emerging Asia.
Sep 12, 2025
Even for the prepared and informed, at the recent World Artificial Intelligence Conference (WAIC 2025), China has still taken the world by surprise with the debutante of its fleet of over 150 AI-powered humanoid robots. Indeed 2025 marks the beginning of commercialization and production of these futuristic robots, now made reality. While humanoid robots have captured the imagination of the popular media, there has been a more important revolution in the broader robotics industry, where China has emerged, as the global powerhouse, just as it did in renewable energy and electric vehicles. In this article, we discuss how humanoid industrial robots have quickly been integrated in China’s production lines, filling the productivity void from the country’s aging population, while further driving down the manufacturing production costs with high degree of automation with these embodied AI applications.
Aug 06, 2025