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    Themes & Insights >> 06 August 20
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  • Themes & Insights >> 31 July 20
    In our previous series 'Vaccines: Past, Present, and Future,' we discussed different types of vaccines. In this edition, we discuss different types of vaccines for COVID-19, the companies developing them, and the current status of development timelines. Broadly, there are…
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  • Themes & Insights >> 28 July 20
    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 successfully against smallpox (caused by a related virus). By 1900,…
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  • Themes & Insights >> 21 July 20
    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 manufacturers are only capable of covering 5% globally. This indicates…
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  • Themes & Insights >> 14 July 20
    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 in the coming few years. In this chapter, we elaborate…
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  • Themes & Insights >> 07 July 20
    Tesla is now the most valuable car company in the world by market capitalization, overtaking Toyota despite only being projected to sell less than 5% of the latter’s volume for 2020 and accounting for less than 1% of global volume.…
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  • Themes & Insights >> 30 June 20
    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 received a bid of just 1.35 US cents per kilowatt-hour…
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  • Commentary & Outlook >> 26 June 20
    DOWNLOAD THE FULL REPORT We believe that emerging market (EM) economies should show more resilience to the Covid-19 crisis than developed market economies. We see two key catalysts that should help drive strong EM equity performance in the second half…
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  • Themes & Insights >> 24 June 20
    “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 New York Fashion Week in 2018, turned out to be…
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  • Commentary & Outlook >> 23 June 20
    THIS ARTICLE IS FOR EDUCATIONAL PURPOSES. NOT FOR SOLICITATION, OFFER OR RECOMMENDATION TO TRADE ANY SECURITIES. Markets globally are trading the end of lockdown and resumption in economic activities at inflection points going into or coming out of recession. Unlike…
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  • Commentary & Outlook >> 19 June 20
    THIS ARTICLE IS FOR EDUCATIONAL PURPOSES. NOT FOR SOLICITATION, OFFER OR RECOMMENDATION TO TRADE ANY SECURITIES. Why Are We Positive About India? Indian markets today are a classic story of excessive exuberance of post-Modi's election victory in 2014, giving way…
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  • Themes & Insights >> 16 June 20
    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 semiconductor-grade polysilicon, became the leading company in this field. Up…
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  • Themes & Insights >> 08 June 20
    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 acceleration of the online education sector. Schools in China had…
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  • Themes & Insights >> 02 June 20
    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 through an app using artificial intelligence. The process involves a…
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  • Themes & Insights >> 28 May 20
    Have you ever left home without your smartphone? We will hazard a guess and say the answer is, “Not likely.” We’d feel instantly cut off from, well, everything. Exposed. We pose this question to highlight how ingrained mobile technology has…
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  • Commentary & Outlook >> 26 May 20
    Since the outbreak of COVID-19, the Indian government has implemented extreme lockdown measures in an attempt to limit the spread of the pandemic. As of May 18, 2020, the number of confirmed cases stands at 90,927 with 2,872 deaths. Daily…
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  • Themes & Insights >> 22 May 20
    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 sectors as people were unable to go to work due…
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  • Themes & Insights >> 13 May 20
    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 into the various aspects of data centres in China, how…
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  • Themes & Insights >> 08 May 20
    DOWNLOAD THE FULL REPORT “When you realize nothing is lacking, the whole world belongs to you,” was penned by the ancient Chinese philosopher Lao Tzu and intended as a message of wellbeing. Fast forward to 2020, and his words could…
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  • Themes & Insights >> 27 April 20
    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 organisms for thousands of years – bread-making is an early…
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  • Themes & Insights >> 20 April 20
    Guangdong province issued the draft guidelines of the 2018-2020 Three-year Action Plan for Wining the Blue-Sky War (the 2020 Action Plan) in July 2018; almost immediately following the policy initiatives by China Ministry of Ecology and Environment. Guangdong has called…
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  • Themes & Insights >> 15 April 20
    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 Agreement between the USA and China. The entirety of chapter…
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  • Themes & Insights >> 28 March 20
    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 and being careful about what they eat. For instance, the…
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  • Commentary & Outlook >> 24 March 20
    Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19 well before the rest of the world, and have consequentially seen…
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  • Themes & Insights >> 20 March 20
    Climate change is a dominant issue among policymakers, scientists and investors. It is re-shaping the future of the energy industry through financing, regulation, technological innovation and investor activism, with a seismic shift in the global capital-allocation landscape. There has been…
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  • Themes & Insights >> 13 March 20
    Figures for the coronavirus outbreak in China totalled 80,754 as of 9 March 2020. According to the National Health Commission there were 3,136 reported fatalities with 59,897 recovered cases. The Chinese mainland reported 19 new cases of confirmed infections, 36…
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  • Themes & Insights >> 09 March 20
    India’s economy is slowing down. GDP growth for 2Q FY19/20 recorded at 4.5% – the lowest since 20131. In contrast, the country hit over 8% GDP growth for FY16/17. The government is also unlikely to achieve its fiscal deficit target.…
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  • Themes & Insights >> 03 March 20
    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 reached 1,900 gigawatts (GW), including thermal power of 1,147GW…
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  • Themes & Insights >> 02 March 20
    Can electric vehicles compete with the combustion engine?  • 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…
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  • Themes & Insights >> 01 March 20
    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 the power of organisms for thousands of years – bread…
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  • Themes & Insights >> 27 February 20
    Implication from UK’s Decision to Exit Internal-Combustion-Engine (ICE) Cars 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…
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  • Themes & Insights >> 20 February 20
    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 one-child policy is now a choice rather…
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  • Themes & Insights >> 12 February 20
    What the Chinese government did to enhance competitiveness of its biotech industry? In this piece we discuss key government initiatives over the last decade to support budding Biotechnology sector as well as favorable external factors in private capital investments as…
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  • Themes & Insights >> 08 February 20
    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, reaching RMB 290bn (US$41bn) in 2022. The public cloud is…
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  • Themes & Insights >> 31 December 19
    Emerging Market equities show significant potential for a 2020 rerating. With global investors still roughly 700 basis points underweight the asset class, EM equities have remained unpopular and underinvested. This active underweight is over one and a half standard deviations…
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  • Video >> 27 November 19
    Mirae Asset Global Investments believes that amid the ongoing volatility and uncertainty, Emerging Markets continue to offer compelling investment opportunities for long term investors. In this video, Rahul Chadha, Chief Investment Officer of Mirae Asset Global Investments (Hong Kong), as…
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  • Themes & Insights >> 06 November 19
    China’s economic foundations are shifting, and so are its investment opportunities. In this paper, we will take an in-depth look into the changes taking place in its US$13.4 trillion1 economy, exploring the underlying factors that are driving them and where…
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  • Themes & Insights >> 04 October 19
    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. Most personal computer users are already familiar with the concept…
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  • Commentary & Outlook >> 16 September 19
    Living in the Era of Technological Pervasion The share of technology in every product is increasing, and this expansion is leading to the creation of new kinds of services. Devices are becoming connected, autonomous vehicles are coming for last-mile delivery,…
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  • Themes & Insights >> 04 September 19
    China’s economy is rich with opportunity. Growth still outstrips that of developed nations, and the country’s combined equity markets are the second largest in the world. Yet, until recently, they were mostly closed to foreign investors. These markets are opening…
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  • Themes & Insights >> 30 August 19
    Defining Thematic Investing Thematic investing refers to the process of identifying powerful macro-level trends and the underlying investments that stand to benefit from the materialization of those trends. Many investors already apply principles of thematic investing, such as identifying investments…
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  • Video >> 12 August 19
    The emergence of the Asian consumer fundamentally alters the world's order, offers long-term investment opportunity, and dominates economic themes for the next several decades. In this video, Joohee Ann, Senior Portfolio Manager, outlines the major structural themes that are shifting…
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  • Commentary & Outlook >> 12 July 19
    A Silver Lining Amid Global Uncertainty We believe that emerging market (EM) equities are in the midst of a multi-year recovery, continuing to take advantage of the current volatility to increase positions in high-conviction secular stories. We see favorable conditions…
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  • Themes & Insights >> 27 May 19
    On the Spectrum of Game Theory Since the US and China agreed on a three-month truce, the global financial markets have rallied in a rapid fashion making the current sell-off much more dramatic. Over the past few weeks, there has…
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  • Themes & Insights >> 16 May 19
    Recent Developments of US-China Tensions On May 10th, the US increased the tariffs on US$200 billion worth of Chinese exports from 10% to 25%, with an exception for goods already in transit. This follows the comments on May 5th by President…
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  • Video >> 28 April 19
    What are the Key factors Likely to Impact Asian Equities? Rahul Chadha, chief investment officer at Mirae Asset Global Investments (HK) discusses the key factors to likely impact Asian Equities. • US monetary policy • US-China trade talks • Growth…
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  • Commentary & Outlook >> 19 April 19
    Emerging Markets well Positioned in 2019 Emerging market (EM) equities pulled back in 2018, decoupling from US equities due to trade disputes, rising interest rates, a stronger US dollar, and rising political risks. With these factors behind us, a potential…
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  • Themes & Insights >> 07 April 19
    China’s long-term challenge: stability with deleveraging Most financial crises in emerging markets originate from a familiar formula: a currency collapse caused by a structurally weak banking system, rising corporate borrowings and high reliance on foreign debt. The crisis that hit…
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  • Themes & Insights >> 28 March 19
    In the current environment of slowing economic growth and President Xi’s cemented security for longer-term leadership, Chinese policymakers are attempting to initiate a two-pronged internal reconstruction to stabilize its economy: nation-wide deleveraging and supply-side reform. Stability over Growth As the…
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  • Video >> 06 March 19
    Join Mirae Asset Global Investments’ Chief Investment Officer Rahul Chadha and Senior Investment Analyst Vineet Thodge, CFA, as they discuss the final result and assess the far reaching impact it will have on the Indian and global economy.
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  • Commentary & Outlook >> 05 March 19
    Regarding the current geopolitical situation in Pakistan and India, despite high tensions in the last few days, it now appears that further escalation is unlikely. Pakistan has announced that it will release the Indian fighter pilot captured after downing his…
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  • Themes & Insights >> 08 January 19
    Opportunities Beyond a Turbulent Year The Indian economy faced some challenging macro headwinds for the better part of 2018 such as high volatility in crude oil prices, sharp depreciation of the INR, liquidity crunch in the NBFC sector, FII outflows, the US-China…
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