亚洲市场“分化复苏”结构性支撑，新兴亚洲ETF（520580）放量拉涨

Core Insights - Emerging Asian markets continue to strengthen, with India's SENSEX index rising by 0.2% during intraday trading, while the emerging Asia ETF (520580) increased by 4.81%, reaching a new high of 1.067 yuan [1] - Following a de-escalation of geopolitical events, the SENSEX index recorded a significant single-day gain of 3.74%, the largest in recent times, with foreign investors purchasing 12.5 billion rupees (approximately 1.45 million USD) worth of Indian stocks [3] - Domestic institutional investors have also been active, buying over 1.5 billion USD worth of stocks within three days [3] Group 1: Market Performance - The SENSEX index's recent performance reflects a strategic repositioning of global funds towards more stable and politically neutral Asian economies due to volatility in U.S. Treasury yields and escalating geopolitical tensions [3] - The emerging Asia ETF (520580) tracks the Emerging Asia Select 50 Index, primarily investing in India, Indonesia, Malaysia, and Thailand, with India accounting for approximately 50% of its weight [3] Group 2: ETF Developments - The emerging Asia ETF has been included as a margin trading target, indicating its high quality in terms of asset size, number of holders, and liquidity, with an average daily trading volume of 700 million yuan since its listing on February 20, 2025 [4] - The inclusion in margin trading is expected to enhance liquidity and diversify the trading strategies available for the ETF [4]