Research & Insights - Global X ETFs

Introduction of Electric Vehicle Battery

Electric vehicle (EV) has become one of the most promising industries in the past decade, together with EV battery and related materials. A deep dive into the value chain will… By Bingyao Chen, PhD

Electric Vehicles: Driving the Future of Power Semiconductors

Power semiconductors are becoming increasingly important, as the rise of electric vehicle (EV) and automation is expected to create strong demand for power semiconductors. In this field, Chinese companies are… By Edward Chan

Inside the Auto Semiconductor Industry

In this article, we will provide an overview of the auto semiconductor industry and explore the opportunity arising from the electric vehicle (EV) and automation trends. Auto semiconductor is estimated… By Edward Chan

China is Next Frontier in ERP Market

ERP (Enterprise Resource Planning) is primarily a back-office software that helps manage business operations. For most organizations, ERP is the core system of record, particularly for the financial and operational… By Celia Qiu

LiDAR vs. Camera Only – What Is the Best Sensor Suite Combination for Full Autonomous Driving?

The autonomous driving industry has been exploring different combinations of sensors to support the development of full self-driving system. In this article we will examine and compare different approaches to… By Edward Chan

The Rise of Online Grocery

Online grocery has been a rising star within e-commerce industry in the past year. Read to learn more. By Sol Ahn, CFA

China’s Global Leaders in Manufacturing Sector

In recent years, more and more Chinese companies have emerged as global leaders in manufacturing sector. In this article we will explore the key reasons behind this trend. Talent and… By Edward Chan

Growing e-Commerce with Livestreaming

As internet infrastructure continues to advance, China’s livestreaming industry has been developing at an unprecedent speed. Livestreaming is now fully embraced by many internet verticals including online gaming and e-commerce.… By Celia Qiu

Immunotherapy II: Market Growth and Trends

Who is leading in immunotherapy in China ? In the previous report we discussed basics about immunotherapy, including immune-checkpoint inhibitors – PD1 (programmed cell death protein 1) and PDL1. (programmed… By Saniel Chandrawat

The Acceleration of Cloud Computing Adoption in China

Since 2020, China witnessed a significantly accelerating pace of business digitalization due to Covid-19, leading to a rise in adoption of cloud. With government’s support in new infrastructure development (7… By Celia Qiu

The Emergence of Cloud Gaming

As global internet and cloud computing infrastructure continues to improve, cloud gaming (or Gaming-as-a-Service) has emerged to become a new online gaming format. Traditionally, games run locally on a user’s… By Celia Qiu

Telemedicine & Digital Health

Telemedicine and Digital Health can expand access to health care by making it more geographically and financially accessible. By Mirae Asset Global Investment

The Future of the Booming Solar Power

Solar installation in major countries recorded a high single-digit growth by the end of September By Bingyao Chen, PhD

Immunotherapy: a New Approach of Cancer Treatment

Immunotherapy is a type of oncology treatment that helps the immune system fight cancer. The immune system helps the body fight infections and other diseases. Immunotherapy is a type of… By Saniel Chandrawat

Lithium, Explained

As the name suggestions, lithium is an essential material used in lithium-ion batteries, which play an increasingly important role. By Global X Team

Wind Energy Drives the Future of Sustainability

Learn the light-emitting diode (LED) industry and its competitive landscape. By Wei Wei Chua, CPA

LED Market: Recent Developments and Trends

Learn the light-emitting diode (LED) industry and its competitive landscape. By Edward Chan

The Meteoric Rise of Electric Vehicles

Electric vehicles (EVs) have been garnering increasing interest among global investors especially given the meteoric rise of Tesla. By Wei Wei Chua, CPA

Short-form Video Changes Entertainment in China

This article will discuss a key trend emerging in China’s online entertainment vertical, which is the increasing popularity of short-form videos. By Celia Qiu

Display Market: Latest Innovations, Drivers, and Trends

We believe innovation is the key growth driver for the industry as new technologies such as quantum dot. By Edward Chan

Emerging Consumer Trend in China: Guochao

Q1. What is the emerging consumer trend in China? The rise of homegrown Chinese brand seems to be one of the strongest trends in China. “Guochao” has become a… By Sol Ahn, CFA

China Laser Sector

Q1: What are some of the key drivers for the laser industry? We believe that laser will consistently displace and outgrow conventional material processing technologies and become a critical tool… By Wei Wei Chua, CPA

Introduction to Hardware OEM

This article will provide a brief introduction of the original equipment manufacturer and discuss the current competitive landscape. History of hardware OEM Original Equipment Manufacturer (OEM) in the context of… By Edward Chan

China’s Clinical Research Services Industry

The Pharmaceutical R&D Process The process involves the discovery of drug candidates and the subsequent testing of drug candidates to demonstrate their safety and efficacy in order to obtain regulatory… By Saniel Chandrawat

The Key Trends Shaping the Chinese Catering

As a result of COVID-19, the restaurant industry has been heavily impacted and has become a key laggard in terms of recovery pace; mainly due to social distancing measures. In… By Sol Ahn, CFA

The Future of Camera Technology

In this article, we will explore the latest development in camera technology, as well as key players in the industry. Significance of Camera Technology Cameras are the eyes of computers.… By Edward Chan

Solar Grid Parity

Q1: When will solar grid parity be achieved? It was very astonishing to see the world’s lowest tariff for a solar power plant in the United Arab Emirates… By Bingyao CHEN, PhD

E-Learning Sees Surge in Demand in China

Q1: Why do you believe the COVID-19 pandemic could be a trigger point for online education growth? Schools in China had been closed for a few months since… By Sol Ahn, CFA

Chinese Vaccine Industry Research Series III
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Chinese Vaccine Industry Research Series III
China’s Vaccine Market Dynamics">Chinese Vaccine Industry Research Series III
China’s Vaccine Market Dynamics

In our ‘Introduction to vaccine’ piece we discussed different types of vaccines. In this note, we will focus on China’s vaccine market dynamics. Sizing the Opportunity China’s vaccine market grew… By Saniel Chandrawat

The Race of China’s Autonomous Vehicles

In this article, we will examine the advantages & weaknesses of the autonomous vehicle industry in China. We will also look at the strategy and progress of leading Chinese solution… By Edward Chan

China’s wind turbine manufacturing ecosystem and its potential

China is the world’s leader in wind power generation, with the largest installed capacity of any nation and continued rapid growth in new wind facilities. With its large landmass and… By Wei Wei Chua, CPA

Huawei: the Cradle of China Semiconductor Manufacturing, but not all

The US sanction on Huawei has revealed the rapid development of China’s semiconductor chip design business. We will discuss the latest status of China’s semiconductor chip industry in a series… By Edward Chan

Eyeing China’s Solar Cells and Modules

The Evolution of China’s Solar Cell and Module Industry The manufacturing of solar cells is an intricate and fine business where the evolution of its equipment with technological improvement has… By Bingyao Chen, PhD

E-commerce Extension

We published an introduction piece on the e-commerce industry called ‘The spending tap – A look at China’s booming e-commerce sector’ earlier this year, where we focused on Alibaba, which… By Sol Ahn, CFA

Implications of Intel’s 7nm Delay

What happened? Intel said in its 2Q20 results presentation the 7nm node launch date was further delayed by another six months from the originally planned launch at the end of… By Edward Chan

China’s Leading Position in Solar Glass and EVA Industry

China is absolutely the leader in solar glass and Ethylene Vinyl Acetate (EVA) film manufacturing. The top five Chinese solar glass producers took up a total market share of 68.5%… By Bingyao Chen, PhD

China: the Road to Autonomous Driving

Autonomous driving is one of the most exciting fields in the next decade. Breakthrough in Artificial Intelligence (AI), build-out of 5G network and advancement in semiconductor technology are leading us… By Edward Chan

The Rise of China AI Computer Vision Industry

Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and thus a key driver of China’s AI industry. Advancement in computing power both at… By Edward Chan

Lens into the Chinese Laser Industry

Since the invention of laser over 50 years ago, the technology has revolutionized to a broad range of applications and products across industries. The laser industry now has a complete… By Wei Wei Chua, CPA

A Makeover for China’s Cosmetic Industry

The cosmetic industry is consistently trying to adapt products against dynamic and fiercely competitive environments in the hope of capturing that extra edge in market share, similar to that of… By Yifan Miao

China’s Chip Design Ambitions

In the Right Place at the Right Time Chip1 design (fabless) business is relatively easy to localize, thanks to the mature ecosystem support around the fabless, which has evolved over… By Edward Chan

Chinese Vaccine Industry Research Series II
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Chinese Vaccine Industry Research Series II
Vaccine Front-runners Head Toward the Finish Line">Chinese Vaccine Industry Research Series II
Vaccine Front-runners Head Toward the Finish Line

In our previous series ‘Vaccines: Past, Present, and Future,’ we discussed the overview and types of vaccines. In this edition, we explore different types of vaccines for COVID-19, the manufacturing… By Saniel Chandrawat

Chinese Vaccine Industry Research Series I
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Chinese Vaccine Industry Research Series I
Vaccines: Past, Present, and Future">Chinese Vaccine Industry Research Series I
Vaccines: Past, Present, and Future

The Oldest Biotech Drug in the World Vaccines are probably the oldest biological drug in the world. In 1796 a British physician used matter from cowpox pustules to inoculate patients… By Saniel Chandrawat

China’s Endeavor to Close the Gap in Chipmaking

China’s semiconductor market is the largest in the world. In 2018, China imported US$312.06 billion worth of integrated circuit (I.C.) products, representing 34% of global semiconductor consumption. However, domestic Chinese… By Edward Chan

The Next Frontier for Solar-grade Wafer

The renewable energy across the globe enters into a new phase of growth by customer demand, competitive cost, and innovation, being the primary growth driver for the solar-grade wafer market… By Bingyao Chen, PhD

Tesla – All Eyes on China

Tesla has made meaningful progress by achieving the milestone of being the world’s largest automaker. By Wei Wei Chua, CPA

Sun on the Horizon: the Middle East’s Solar Aspirations

It was astonishing to see the world’s lowest tariff for a solar power plant in the Al Dhafra Region of the UAE recently. Abu Dhabi Power Corporation says it has… By Bingyao Chen, PhD

“Guochao” – The Rise of Homegrown Chinese Labels

“Guo” stands for country, and “Chao” stands for Chao Liu, which in mandarin means fashionable. Guochao has become a top buzzword ever since China’s domestic sportswear brand Li-Ning’s debut at… By Mirae Asset Asia Pacific Research

The Innovation Race: How China’s Polysilicon Industry Has Upped Its Game

Solar-grade polysilicon mass-production started in the early 2000s when the German government ramped up the promotion of clean energy. Wacker Chemie AG, a German company that was a producer of… By Bingyao Chen, PhD

School’s Out, e-Learning Shines

Online education will be the key growth driver in the After-school Tutoring (AST) industry in China, and we believe the COVID-19 pandemic could be a trigger point for the growth… By Sol Ahn, CFA

The Rise of Telemedicine: Embracing a New Normalcy

The pandemic has accelerated trends and generated new investment opportunities. Telemedicine is a paradigm. Telemedicine is the use of modern telecommunications technology that enables a patient to reach medical consultation… By Saniel Chandrawat

Cloud-connected amid COVID-19 Disruption

The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud computing industry is also unprecedented. The pandemic has battered many… By Mirae Asset Asia Pacific Research

The Trends that will Shape the Data Centre Markets in 2020

The investment opportunities of the data centre markets in China continue to astonish many of us. In this paper, we study the fundamentals of data centers, providing a deep dive… By Wei Wei Chua, CPA

Implications From UK’s Decision to Exit ICE by 2035

The UK government recently announced a plan to bring forward a complete ban on UK sales of petrol and diesel engine vehicles to 2035 from 2040. The decision was made… By Mirae Asset Asia Pacific Research

How Serious Are The Threats From Climate Change?

Climate change is reshaping the energy industry The green electricity market is expanding The transport industry is ‘decarbonizing’ Conservation is vital to solving the climate puzzle Hydrogen and biofuels will… By Mirae Asset Asia Pacific Research

Consumer Brand – Sino US Trade Deal Phase One

Implication of import quotas on the agricultural industry, from the China-US trade deal The Agreement So Far Agriculture lies at the very heart of the Phase One Economic and Trade… By Mirae Asset Asia Pacific Research

Guangdong to Close Coal Power Plants

China Clean Energy ETF: Guangdong province’s aggressive plan to shut down coal power plants Guangdong province issued the draft guidelines of the 2018-2020 Three-year Action Plan for Wining the Blue-Sky… By Mirae Asset Asia Pacific Research

Wind Turbines Ride the Wave of Chinese Renewable Energy

In recent years, there has been a global shift towards an eco-friendly lifestyle. Wind energy has been gaining popularity and competitiveness. At the end of 2018, China’s total power capacity… By Mirae Asset Asia Pacific Research

The Dawn and the Future of Athleisure

The robust growth of the sportswear industry is not just a Chinese consumer trend but also a global phenomenon. With rising health awareness, more people are participating in sporting activities… By Mirae Asset Asia Pacific Research

Infrastructure-as-a-service (IAAS) in China

According to the Ministry of Industrial and Information Technology (MIIT), the cloud market in China is expected to grow at a Compound Annual Growth Rate (CAGR) of +32% for 2018-2022E,… By Mirae Asset Asia Pacific Research

China Government Initiatives in Biotechnology

What the Chinese Government did to enhance the competitiveness of its biotech industry In this piece, we discuss key government initiatives over the last decade to support the budding Biotechnology… By Mirae Asset Asia Pacific Research

Can Electric Vehicles Compete with the Combustion Engine

Key Takeaways Analysts believe that total cost parity may have been reached Battery reliability is a vital issue for consumers Battery cost is also crucial Technological advances are improving efficiency… By Mirae Asset Asia Pacific Research

Demand for Education in China Remains Strong

Why the demand for education in China remains strong Rapid economic growth is underpinning a desire for better education Parents are willing to invest heavily in their children’s future The… By Mirae Asset Asia Pacific Research

From Innovation to Revolution: Chinese Biotech Industry

Biotechnology is the use of biological materials, such as proteins, antibodies, genes, and cells, to develop new drugs and treatments. It is not a new concept. Humans have been harnessing… By Mirae Asset Asia Pacific Research

Cloud Computing: The Digital Infrastructure Powering Today’s Businesses

Not too long ago many described IT as a back-office function. Yet in today’s hypercompetitive markets, effectively leveraging technology is critic By Mirae Asset Asia Pacific Research

China Embraces the Cloud Computing Age

Cloud Computing Age The term “cloud computing” describes the storing and accessing of data and software using remote servers, and it’s one of the fastest-growing sectors of the IT industry.… By Mirae Asset Asia Pacific Research

The Next Giant in Biotech

Biotechnology is the science and business of using biological materials, such as proteins, antibodies, genes, and cells, to develop new drugs and treatments. Humans have been harnessing the power of… By Mirae Asset Asia Pacific Research

China Short Form Video Industry

Short-form video (SFV) apps, which allow users to create videos in 15 seconds to several minutes, started to gain traction emerged as a new online

China Electric Vehicle and Battery Equipment Industry

Chinese EV battery equipment makers are the key beneficiary as a result.

China IaaS Landscape

Currently, IaaS is the major constituent of China’s public cloud market, as it is usually the first layer for customers’ cloud deployment.

China Immunotherapy Competition

We evaluate leading immunotherapy product PD-1, the market potential for oncology in China, and assess competitive intensity.

The Game Industry in China – Part II

In the past few years, China has been leading the way in mobile game development.

The Game Industry in China – Part I

By segments, mobile games produced US$65.8bn, followed by console and PC gaming.

The Meteoric Rise of Electric Vehicles – Part ll

In our previous video, we talked about the state of China’s EV market. Today we will examine some of the key players in China’s EV space.

The Meteoric Rise of Electric Vehicles – Part l

The Chinese EV market is already the largest globally due to a combination of government support.

The Rise of China AI Computer Vision Industry – Part II

We think computer vision technologies will be applied in more areas such as healthcare, autonomous driving, and smart retail, etc.

Product Global X China Innovator Active ETF | 3058

The Global X China Innovator Active ETF aims to identify the most compelling disruptive themes that are transforming China.

Product Global X China Global Leaders ETF | 3050

China’s manufacturers are firmly embedded in global supply chains and the dependence of the world economy on Chinese goods has never been stronger

Product Global X China Clean Energy ETF | 2809

Global X China Clean Energy ETF enables investors to access high growth potential through companies critical to further advances...

The Rise of China AI Computer Vision Industry – Part I

Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and a key driver of China’s AI industry.(Source: CICC 2019) Advancement in computing power both at the edge and on the cloud allows deployment of powerful computer vision models. China has the second-largest AI industry globally, with a market size estimated to be over RMB100 ...

China’s Autonomous Driving Industry

Industry overview To discover investment opportunities around autonomous driving, we must first understand the basic architecture and key players in each segment. A complete system requires intelligence at three locations, namely on the vehicle, at the edge (roadside, proximity to the vehicle) and in the cloud. Most automakers work with industry partners to develop hardware and software capabilities on ...

Emerging Consumer Trend in China: Guochao

Q1. What is the emerging consumer trend in China? The rise of homegrown Chinese brand seems to be one of the strongest trends in China. “Guochao” has become a buzzword ever since China’s sportswear brand Li Ning’s debut at New York fashion week in 2018 which turned out to be a huge success. Its “Wudao(悟道)” collection embedded with traditional ...

China Laser Sector

Q1: What are some of the key drivers for the laser industry? We believe that laser will consistently displace and outgrow conventional material processing technologies and become a critical tool in factory automation. Fiber laser is the most important industrial laser type and should continue to take share from legacy types such as gas and solid-state lasers. By industry, the ...

Foundry Competition Race

Q: What is a foundry? A: In the Semiconductor industry, a semiconductor fabrication plant is commonly called a fab or a foundry. It is basically a factory where integrated circuits are manufactured. There are two business models in the industry. An integrated device manufacturer (IDM) is a company with its own foundry and produces its own IC design in-house. ...

Tesla and the EV Supply Chain in China

Q1: Why did Tesla choose China as its first overseas manufacturing hub? Why did the Chinese government allow Tesla to have 100% ownership without a JV partner in China? As Tesla looks to extend its leadership in battery technology and further lower its cost base to remain competitive, we believe that setting up a factory in China will allow ...

China’s Biotech Revolution

Q1: What are biologic drugs? Biological drugs refer to products derived from living organisms or parts of living organisms, such as proteins, vaccines, blood components, and genes. A biologic drug/medicine is different from small single-molecule medicines, larger in terms of molecular weight and much more complex in structure. This type of drug has recently become more popular as new ...

The Next Frontier for Solar-grade Wafer

Q1: What was happening in solar upstream in the last decade? Solar upstream consists of solar-grade polysilicon and wafer. Mass-production of solar-grade polysilicon started in early 2000s when the German government firstly ramped up the promotion of clean energy. Chinese government has instigated a push to take over global demand and supply since 2013. After that, we have ...

China’s Endeavor in Chipmaking

Q1: Why does China want to develop its own semiconductor industry? China is the largest purchaser of semiconductor globally but has small presence in the supply side. China accounted for 34% of global semiconductor end-demand in 2018, the largest region globally. In 2019, China imported US$305.6Bn worth of integrated circuit (IC) products, which is one of our largest ...

Solar Grid Parity

Q1: When will solar grid parity be achieved? It was very astonishing to see the world’s lowest tariff for a solar power plant in the United Arab Emirates recently. Abu Dhabi Power Corporation says it has received a bid of just 1.35 US cents per kilowatt-hour for the project, which is definitely competitive compared with oil-fired thermal power ...

E-Learning Sees Surge in Demand in China

Q1: Why do you believe the COVID-19 pandemic could be a trigger point for online education growth? Schools in China had been closed for a few months since COVID-19 and most students had to stay home and took various online courses instead. Leading online After School Tutoring players have been actively providing free online courses, leveraging this opportunity ...

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