NEW YORK, Oct. 03, 2025 (GLOBE NEWSWIRE) -- Cambricon Technologies Corporation Limited (“Cambricon”), often described as “China's answer to Nvidia1,” has been one of the standout performers on Shanghai’s Science & Technology Innovation Board (“STAR Market”) in 2025. Cambricon’s shares have gained about ~111% year-to-date amid strong revenue growth (+4,347.8% year-over-year as of 6/30/2025) and profitability milestones (Net income went from a RMB -545.3 million net loss in H1 2024 to RMB +1.04 billion net pr ...

Looking for a reason to consider adding exposure to the China healthcare sector to your portfolio? Now may actually be a very good time to do so. Earlier in September, the South China Morning Post reported that China's healthcare sector has seen about $10.6 billion in fundraising this year, according to Dealogic. Crucially, 2025's fundraising numbers are higher than the combined fundraising totals from the years 2022, 2023, and 2024 put together. The article highlighted a few particular names in the China ...

NEW YORK, Sept. 26, 2025 (GLOBE NEWSWIRE) -- KraneShares, a leading provider of exchange-traded funds (ETFs) delivering access to emerging technologies and innovative global asset classes, today announced that the KraneShares Artificial Intelligence & Technology ETF (Nasdaq: AGIX) has been added to LPL Financial’s No-Transaction-Fee (NTF) platform, expanding accessibility for LPL’s more than 22,000 financial advisors and their clients. LPL Financial is the largest independent broker-dealer and a leading pro ...

Geopolitical and Economic Strategy - The discussion suggests a potential trade-off where China might concede on TikTok in exchange for advancements in chip technology, viewing these as strategic assets in the geopolitical balance with the US [1] - China strategically applies pressure using various economic levers, including Boeing airplanes, soybeans, and rare earth minerals [2] - Despite talk of decoupling, the US and Chinese economies remain highly integrated due to consumer demand for affordable Chinese goods and Chinese demand for US products like airplanes and Nvidia chips [3] - The US may be willing to concede on issues like TikTok to secure rare earth magnets from China, indicating a pragmatic approach to trade relations [4] TikTok and ByteDance Analysis - The willingness of the Chinese to potentially relinquish control over the TikTok algorithm to US owners may indicate a shift in focus towards securing advancements in chip technology [5] - US private equity holds a significant stake in ByteDance, with approximately 60% of shareholders holding US passports, suggesting that restricting ByteDance would harm US interests [6] Investment Opportunities in China - The market is showing a rerating of Alibaba due to its AI capabilities and cloud business [8] - There are investment opportunities in smaller, less-exploited Chinese companies in sectors like online music (Tencent Music), online video (Bilibili, Kuaishou), although these may be volatile [9] E-commerce and Market Trends - The e-commerce sector, particularly restaurant delivery, has faced challenges, but there is hope that anti-involution measures, similar to those in the auto and solar industries, could address overcapacity issues [10]

Despite federal regulatory headwinds, California’s Carbon Allowance Market proved resilient over the summer months. Market mechanisms that control supply provide added stability, while the possibility of state regulatory tailwinds could have a positive impact on prices looking ahead, according to a recent KraneShares report.The announcement of the executive order that took a swing at state emission regulations resulted in sharp drawdowns for California’s carbon market in the second quarter. However, with no ...

Market Performance - Wall Street experienced a mixed performance last week, with a slump in the middle driven by fears of an AI bubble and doubts over AI investments' substitutability, followed by a strong finish due to Federal Reserve Chair Jerome Powell's hints at a possible September rate cut [1][2] - On August 22, 2025, Wall Street rallied sharply after Powell suggested interest rates could be lowered soon, indicating a shift in the economic outlook that may warrant a change in monetary policy [2][3] - Traders' expectations for a September rate cut rose significantly, with the probability increasing to 91.5% by Friday afternoon, compared to 70% earlier that day and 85% a week prior, leading to a drop in treasury yields and a rise in stock prices [4] Index Performance - The Dow Jones Industrial Average increased by 1.9% to a record high on August 22, 2025, while the S&P 500 rose by 1.5% and the Nasdaq Composite gained 1.9%. Overall, the S&P 500 gained 0.3% last week, the Dow Jones added over 1.5%, and the Nasdaq lost 0.6% [5] ETF Highlights - KraneShares SSE Star Market 50 Index ETF (KSTR) rose by 12.8% last week, focusing on the 50 largest companies on the SSE Science and Technology Innovation Board [7] - AdvisorShares Pure Cannabis ETF (YOLO) increased by 12.5%, benefiting from potential reclassification of marijuana by President Trump [8] - ARK 21Shares Active Ethereum Futures Strategy ETF (ARKZ) gained 11.3%, with Ethereum leading digital asset gains [9] - Global X MSCI China Consumer Discretionary ETF (CHIQ) rose by 6.4%, driven by steady performance in Chinese e-commerce stocks and significant gains in auto stocks like NIO, which surged by 29% [10] - VanEck ChiNext ETF (CNXT) increased by 5.1%, attracting attention due to a sustained recovery in Chinese stocks and capital inflows [12]

Group 1 - KIM, a South Korean investment management company, launched an ETF focused on China's AI sector, tracking 50 leading AI companies, which was listed on July 29 [1][2] - The ETF, named "KIM ACE China AI Big Tech TOP2+ Active ETF," aims to capture investment opportunities in artificial intelligence, digital platforms, and smart industrial technologies [2] - The underlying index, developed by Solactive, selects 25 companies from two main fields: cognitive technology and digital platforms, ensuring that selected companies have substantial AI technology layouts [2][3] Group 2 - Morgan Stanley predicts that China will become a global AI leader by 2030, with the core AI industry expected to reach a scale of $140 billion and an overall industry chain expansion to $1.4 trillion [3] - International capital has shown strong interest in Chinese tech stocks, particularly in emerging fields like AI, with the KraneShares China Overseas Internet ETF seeing a significant increase in assets under management, growing over 40% from $5.414 billion at the end of last year to $7.667 billion by August 5 [4][5] - The average price-to-sales ratio of comparable Chinese AI companies is around 15 times, significantly lower than that of typical American AI companies, which averages 42 times, indicating that Chinese AI firms may be undervalued [8]

Group 1 - International investors have shown increasing demand for Chinese assets, with five large overseas China stock ETFs attracting a net inflow of $2.753 billion since July [1] - As of July 25, the iShares MSCI China ETF reached an asset size of $7.187 billion, a growth of 12.38% since the end of June; KraneShares' China Overseas Internet ETF grew to $7.648 billion, with a 20% increase [3] - Korean investors have significantly increased their investment in Chinese stocks, with a cumulative transaction amount of $5.764 billion since 2025, maintaining China's position as the second-largest overseas stock investment destination for Korean investors [3] Group 2 - Overseas actively managed funds are increasing their positions in Chinese tech stocks, with notable increases in holdings for Tencent, Trip.com, and Alibaba among various funds [4] - Goldman Sachs has raised its 12-month target for the MSCI China Index from 85 to 90, indicating an 11% upside potential, driven by robust GDP growth in Q2, a recovery in the Hong Kong IPO market, and continued inflows from southbound funds [4] - The MSCI China Index and the CSI 300 Index have recently reached new highs, reflecting a positive market sentiment [4]

Core Insights - Significant net inflows have been observed in multiple overseas-listed Chinese stock ETFs since July, indicating increased investor interest in this sector [1] Fund Performance - Direxion's 3x Long FTSE China ETF has seen its asset size grow to $1.253 billion as of July 25, up 14.13% from $1.097 billion at the end of June [1] - Deutsche Bank's CSI 300 A-Share ETF has increased its asset size to $2.108 billion, reflecting a growth of 10.54% from $1.907 billion at the end of June [1] - iShares MSCI China ETF's asset size has risen to $7.187 billion, marking a 12.38% increase from $6.395 billion at the end of June [1] - KraneShares' China Overseas Internet ETF has experienced a substantial growth, with its asset size reaching $7.648 billion, a 20% increase from $6.374 billion at the end of June [1]

and their markets have seen a big rebound in stock markets in the past three months. The Shanghai Composite up nearly 9%, the FXI ETF up more than 15%, the KWEB Internet ETF up about that amount as well. Joining us now is Brendan Ahern.He's the chief investment officer at Crane Shares. Brendan, bring us up to speed. I mean you might have heard a little bit of that discussion about um sort of the future of some companies like Apple in China but more specifically amid rumors swirling about the health of Xiinp ...