一键投资“中国+东盟”优质公司！首只中国东盟经济互联ETF在香港上市

Core Viewpoint - The launch of the Galaxy Bosera MSCI China-ASEAN Economic Connectivity Index ETF marks the first ETF in Hong Kong focused on the economic integration between China and ASEAN, providing investors with a tool to capitalize on the long-term benefits of this economic synergy [1][3]. Group 1: ETF Overview - The ETF tracks the MSCI China-ASEAN Economic Connectivity Index and employs an innovative "economic exposure factor" screening mechanism, focusing on high-quality listed companies with substantial business linkages and revenue contributions in both markets [2][3]. - The product allows for trading in Hong Kong dollars, US dollars, and Renminbi, offering a convenient asset allocation tool for investors [2][3]. Group 2: Market Trends - The launch coincides with a golden period for ASEAN's economic development and the increasing economic integration between China and ASEAN, driven by multiple macro trends [5]. - ASEAN is emerging as a core growth engine in the new markets, maintaining dual growth in economy and manufacturing amidst global uncertainties, supported by a young population and low unemployment rates [5]. - The deepening economic ties between China and ASEAN are creating a resonance of economic cooperation and industrial transfer benefits, enhancing regional supply chain integration [5]. Group 3: Valuation Insights - Current valuations of Hong Kong and ASEAN equity assets are relatively low, presenting attractive investment opportunities compared to other regions and historical benchmarks [6]. Group 4: Strategic Collaboration - The ETF is a product of collaboration between China Galaxy International Asset Management and Bosera Fund, leveraging their strengths in global asset allocation and market resources to create a robust investment vehicle [7]. - The partnership aims to serve as a model for financial institutions in facilitating regional economic integration and providing diverse asset allocation solutions under the Belt and Road Initiative [7][9]. Group 5: National Strategy Alignment - The ETF's introduction signifies a key step for China Galaxy Securities in innovating cross-border financial products and aligning with national strategies [8]. - China Galaxy Securities has established a strong presence in the ASEAN region, enhancing its capabilities to support Chinese enterprises in their global strategic layouts [8].