CN Assets Pick|02:Why Is Smart Money Buying the Dip in Chinese Assets?
Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil
CN Assets Pick|02:Why Is Smart Money Buying the Dip in Chinese Assets?
Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil
China Market Rally: Which Sectors Should We Watch?
【For Hong Kong Investors Only】 Amid a series of stimulus policies, A-shares and Hong Kong stocks have recently garnered significant attention. With stimulus policies in play, which industries or sectors are poised to emerge as the primary beneficiaries? Join our ETF research analysts as they delve into the favorable policies and highlight four key sectors set to benefit. Explore $GX中国电车(02845)$ and its risk factors: https://www.globalxetfs.com.hk/funds/china-electric-vehicle-etf/ Explore $GX中国消费(02806)$ and its risk factors: https://www.globalxetfs.com.hk/funds/china-consumer-brand-etf/ Explore $GX恒生科技(02837)$ and its risk factors: https://www.globalxetfs.com.h
China Rebound: Who are the Key Outperformers During the Rally?
[For Hong Kong Investors Only] Just days after PBOC’s unprecedented monetary stimulus package, the first ever September politburo economic meeting held on 26 Sep came as a positive surprise and once again fueled China market. During the meeting, China has vowed to save the private economy, stabilize its property sector from further slumping and ensure necessary fiscal expenditures. No detailed numbers on fiscal stimulus has been reported yet, but we expect more follow-up policies in the coming months with the supportive regulatory stance. Reasons behind some Global X China ETFs to Rally In light of China government’s policy bazooka to boost economy, China stock market has surged with HSI/HS Tech/CSI 300 recording 9%/13%/10% returns since 24 Sep. In this article, we will take a closer look
[For Hong Kong Investors Only] $比亚迪股份(01211)$ BYD reported 2Q24 and 1H24 results on 28 August. 2Q Revenue of RMB 176bn was +26% YoY, and net profit of RMB 9.1bn was +33% YoY, in line with market expectation. More meaningful output uplift of new DMi 5.0 models could accelerate volume growth for BYD in 2H24. BYD is the second largest holding in Global X China Electric Vehicle and Battery ETF $GX中国电车(02845)$ . Source: Company data, Morgan Stanley, 28 August 2024 Learn more about Global X China Electric Vehicle and Battery ETF $GX中国电车(02845)$ and the risk factors: https://www.globalxetfs.com.hk/funds/china-electric-vehicle-etf/ - This material is intended for Hong
Global Xpress | What Are The Impacts of US Tariffs on China’s EV and Battery Industry?
【For Hong Kong Investors Only】 The recent imposition of tariffs by the US has intensified pressure on China’s EV and battery industry. What impact does this have on the industry? What are the growing export trends of the industry to markets in Europe, Southeast Asia, and South America? Watch now as Mr. Zhang Hao, Head of Business Development, China for Global X ETFs Hong Kong, along with Ms. Chen Bingyao, Senior Investment Analyst at Mirae Asset, share their insights on the tariff policy and how it could fuel the growth of China’s EV exports in other overseas markets. 00:50 - Impact of US tariffs on the Chinese electric vehicle and battery industry 02:29 - European tariff policies and the export situation of Chinese electric vehicles in the European market 03:51 - Export situation of Chine
Global Xpress | Latest Export Trends in China's EV and Battery Industry
【For Hong Kong Investors Only】 China’s EV and battery industry continues to attract attention, with rapid developments ranging from overseas export growth to raw material price trends. Watch now as Mr. Zhang Hao, Head of Business Development, China at Global X ETFs Hong Kong, and Ms. Chen Bingyao, Senior Investment Analyst at Mirae Asset, share insights on China's EV industry, including exports of companies like $比亚迪股份(01211)$, as well as demand and price trends within the industry chain: 00:45 - Overall overseas exports of China's EV industry 03:09 - Price changes in the EV and battery industry Explore the Global X China EV & Battery ETF (2845) $GX中国电车(02845)$ and its risk factors: https://www.glo
【Global Xpress】China EV and Battery Investment Opportunities
[For Hong Kong Investors Only] The Chinese EV and battery industry is rapidly developing, producing leading global companies and ample investment opportunities. In 2024, EV companies launch competitive new models and offer promotions/discounts to drive sales growth. The battery industry remains highly competitive, but raw material prices have stabilized, reducing cost pressures. With more rational capital spending and higher EV sales, battery inventory cycles are rebounding, improving profitability for leading battery makers. Global X ETFs Hong Kong invites our Head of Business Development China ZHANG, Hao and our Senior Investment Analyst CHEN, Bingyao, to discuss the following: 00:55 - Latest sales situation in China EV industry 02:06 - Impact of tariff increases on the automotive