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S-REITs: Selectivity remains key in a higher-for-longer rate environment ETFs

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.

By Tan Qiuyi Charmaine | 15 Jun 2026 |509 Views
Q&A Series: Here’s how you can gain exposure to SpaceX and Anthropic ahead of their IPOs ETFs

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

By iFAST Research Team | 08 Jun 2026 |674 Views
AI: Gift or Disruptor? (Gaming): Room for Level up ETFs

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.

By iFAST Research Team | 08 Jun 2026 |181 Views
Broadcom's miss sparked fears the AI trade is over. Is it? ETFs

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?

By You Weiren, CFA | 05 Jun 2026 |3838 Views
This cybersecurity ETF was up 37% in May. Why we see more upside ahead ETFs

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.

By Joel Phua | 05 Jun 2026 |2743 Views
Memory Supercycle | AI Tokenomics and the Next Memory Repricing Opportunity ETFs

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.

By iFAST Research Team | 05 Jun 2026 |374 Views
Global X China Semiconductor ETF: Capturing Domestic Substitution and Memory Re-Rating ETFs

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.

By iFAST Research Team | 05 Jun 2026 |304 Views
The energy security trade the market has not priced yet ETFs

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.

By Laven Cao, CFA | 04 Jun 2026 |2273 Views
China’s energy transition playbook: Capturing structural opportunities across the new energy sector ETFs

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.

By Ian Li Qingcao,CFA | 04 Jun 2026 |178 Views
Here's how to own US equities wisely when the S&P 500 is at record highs ETFs

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.

By iFAST Research Team | 03 Jun 2026 |4237 Views