
Global Luxury: A Golden Opportunity?
The global luxury market is booming, with luxury equities demonstrating resilience during the COVID-19 pandemic, with many big names posting top-line and earnings-per-share growth. Here's what KraneShares has to say about the global luxury industry.

Electrification Metals: Investment Case & Supply/Demand Outlook
A low-carbon future is emerging before our eyes. Consumers are switching to electric vehicles (EVs) at an exponential rate. Electric grids worldwide are transforming to accommodate new renewable energy capacity. All of which creates strong demand for electrification metals.

Climate Change is a Growing and Persistent Driver of Inflation
Central banks around the world are struggling to contain inflation. While recent higher energy prices have been largely a result of geopolitics and investor influence, climate change is also playing a role. Here's what KraneShares has to say.

The Inflation Reduction Act (IRA): Expect The Unexpected In Electric Vehicle Policy
The surprise climate deal announced on July 27th has the potential to improve the outlook for electrification. Here's what KraneShares has to say.

Are We Nearing Peak Volatility In EM & China?
Global markets have been hit with everything but the kitchen sink in 2022. Wars, supply-side disruptions, inflation, rising rates, COVID-related lockdowns in some of the world’s busiest port cities, a rising US dollar, and regulations have rattled global markets so far this year. his market environment highlights the importance of owning low-correlated asset classes, such as China, and leaves investors searching for a peak in risks.

Outlook Healthier For Key Chinese Sector
The growth of China’s health care industry is driven by a rapidly aging population, expanding domestic health care services and infrastructure, and the increasing international recognition of China-based health care firms’ contributions to the medical field. The recent dip presents an opportunity to purchase shares in high-quality companies that we believe are currently selling at a discount.

Geopolitical Uncertainty is a Game-Changer for Energy Transition
KGHG Positions Investors to Potentially Benefit from the Unprecedented Investment Response

As Global Regulation Rises, ESG Could Help Investors Filter Out Risk, Especially in China
As investors look for new opportunities in 2022, China stands out with its more reasonable valuations following a year of regulatory catch up on data and climate issues. China equities may be poised for accelerated growth next year, and ESG could be the key to outperformance within China.

EM Growth Revival Stalled by Supply-Side Shortages
Growth stocks showed signs of revival starting in mid-May of 2021, but the continuously expanding commodity shortages have stalled their progress. Here's what KraneShares has to say.
