Research Articles

S-REITs: Selectivity remains key in a higher-for-longer rate environment
Within the higher-for-longer rate environment, we continue to favour industrial and Grade A CBD office REITs, where structural demand drivers remain independent of the rate cycle, and highlight names with strong balance sheets and resilient income profiles as best placed to sustain distributions.

Q&A Series: Here’s how you can gain exposure to SpaceX and Anthropic ahead of their IPOs
In the latest edition of our Q&A series, we talked to KraneShares to learn more about the KraneShares Public-Private AI & Technology ETF

AI: Gift or Disruptor? (Gaming): Room for Level up
Today, we turn our attention to another major topic: the risks and opportunities that AI presents to the gaming sector.

Broadcom's miss sparked fears the AI trade is over. Is it?
Broadcom's disappointing outlook sent the semiconductor sector into a sharp selloff. Is this a sign the AI trade is over?

This cybersecurity ETF was up 37% in May. Why we see more upside ahead
The earnings season across key cybersecurity leaders reinforces a consistent message: AI is structurally lifting security demand.

Memory Supercycle | AI Tokenomics and the Next Memory Repricing Opportunity
As AI inference, long-context workloads and AI agents continue to scale, memory is moving from a traditional cyclical industry into one of the most important investment themes in the next phase of AI hardware.

Global X China Semiconductor ETF: Capturing Domestic Substitution and Memory Re-Rating
China’s semiconductor sector sits at the intersection of policy support, domestic substitution, and rising AI compute demand. For investors, the core value of Global X China Semiconductor ETF (HKEX:3191) is not merely to capture a rebound in a single segment, but to provide diversified exposure to the broader re-rating of China’s semiconductor industry.

The energy security trade the market has not priced yet
GRID captures the structural upgrade cycle in power infrastructure as the Hormuz closure, AI data centre demand and electrification permanently alter the economics of domestic energy.

China’s energy transition playbook: Capturing structural opportunities across the new energy sector
China’s target to double non-fossil energy supply by 2035 underpins long-term growth in solar, wind, storage, and NEV sectors, while strong global demand and China’s supply chain dominance support exports. The Guotai CSI New Energy ETF (516160.SH) provides diversified exposure across the clean energy value chain.

Here's how to own US equities wisely when the S&P 500 is at record highs
The S&P 500 is back at all-time highs — but not all US equity exposure is created equal. JQUA screens the Russell 1000 for the highest-quality companies and holds them in a sector-neutral, genuinely diversified portfolio at just 0.12% per year. For investors seeking a more resilient way to stay invested in US equities, JQUA is worth a closer look.