VettaFi's Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Ex China ETF (VEXC) on this week's "ETF of the Week†podcast with Chuck Jaffe of "Money Life.†chuck jaffeetf of the weekexpert insightsfixed income channelPodcaststodd rosenblughVanguardVEXC Earn free CE credits and discover new strategies For more news, information, and strategy, visit the Fixed Income Content Hub. RELATED TOPICS ...

The number of bitcoin on exchanges is plummeting while ETF assets are pushing to new all-time highs.The market is evolving before our eyes. https://t.co/D8cmO9L15S ...

Crypto Market Overview - Polymarket 与 Kalshi 的竞争态势值得关注 [1] - Polygon 银行质押是行业关注点 [1] - 大量加密货币 ETF 正在等待审批，具体数量为 5745947584 个 [1] - BNB 链上的 Memeseason 现象 [1] - 市场情绪表现为“在赌场哭泣” [1]

JPMorgan says Solana ETFs will see low inflows of around $1.5 billion in first year https://t.co/WLc005gG5Y ...

Group 1 - The A-share market saw all three major indices rise collectively on October 9, with the precious metals sector experiencing a significant surge, leading to multiple gold-related ETFs hitting the daily limit and several non-ferrous ETFs rising over 8% [1][4] - The total trading volume of ETFs reached 581.12 billion yuan on October 9, an increase of nearly 30 billion yuan compared to September 30, with four ETFs surpassing 20 billion yuan in trading volume [2][7] - The A500-related ETFs emerged as the main "capital attractors," with significant net inflows observed in battery and gold-related ETFs [3][10] Group 2 - Gold-related ETFs led the market gains, with notable performances from the Gold Stock ETF (159321) and Gold Stock ETF Fund (159315), both hitting the daily limit, while six out of the top ten performing ETFs were gold-related [4][6] - Many gold-related ETFs have doubled in value this year, with the Gold Stock ETF (159562) showing a year-to-date increase of 103.43%, and its scale growing from 322 million yuan at the end of last year to 2.409 billion yuan [4] - The non-ferrous metals sector also performed actively, with three non-ferrous ETFs among the top ten gainers, each rising over 8% [5] Group 3 - UBS Wealth Management's Chief Investment Office recently indicated that U.S. real interest rates are expected to continue declining, providing structural support for gold [5] - Citic Securities stated that central banks are likely to increase gold holdings in the future for various strategic reasons, indicating a long-term bullish outlook for gold [5][13] - The fundamentals of the gold market remain solid, driven by factors such as the Federal Reserve's policy shift, ongoing global central bank gold purchases, and rising geopolitical risks that enhance demand for safe-haven assets [13]

Group 1: Macro Liquidity - The US dollar index has declined, and the degree of "inversion" in the China-US interest rate spread has narrowed. The nominal and real yields of 10Y US Treasuries have both decreased, indicating a drop in inflation expectations [1][14]. - Offshore dollar liquidity has tightened, while the domestic interbank funding situation remains balanced. The term spread (10Y-1Y) has widened [1][18]. Group 2: Market Trading Activity - Overall market trading activity continues to decline, with major indices showing reduced volatility. More than half of the sectors, including real estate, automotive, electronics, and chemicals, have trading heat above the 80th percentile [2][23]. - The volatility of major indices has mostly decreased, although the communication sector remains above the 80th historical percentile [2][30]. Group 3: Institutional Research - The sectors with the highest research activity include electronics, pharmaceuticals, communications, non-ferrous metals, and food and beverages. The research activity in power and utilities, light industry, and machinery sectors has also increased [3][42]. Group 4: Analyst Forecasts - The net profit forecasts for the entire A-share market for 2025/2026 have been adjusted, with increases in sectors such as computers, machinery, banking, and consumer goods. The forecasts for the Shanghai 50, ChiNext Index, and CSI 300 have been raised, while the CSI 500 has seen a decrease [4][21]. - The proportion of stocks with upward revisions in net profit forecasts for 2025/2026 has decreased/increased, indicating a mixed outlook across different sectors [4][17]. Group 5: Northbound Trading Activity - Northbound trading activity has decreased, but there has been a net buying of A-shares overall. The buying ratio in sectors like electronics and non-banking has increased, while the ratio in communications and pharmaceuticals has decreased [5][31]. - Northbound trading primarily net bought sectors such as computers, electronics, and pharmaceuticals, with slight net selling in home appliances and transportation [5][33]. Group 6: Margin Financing Activity - Margin financing activity has approached the highest point since July 2020, with significant net buying in non-banking and consumer goods sectors, while electronics and communications saw net selling [6][35]. - The trading heat of the "Dragon and Tiger List" continues to decline, with automotive, chemicals, and computers showing relatively high trading volumes [6][41]. Group 7: Fund Positioning - Active equity funds have increased their positions in non-banking, automotive, and electronics sectors, while reducing positions in TMT, pharmaceuticals, and consumer services [7][46]. - ETFs have continued to see net subscriptions, particularly in sectors like electronics, new energy, and computers, while non-banking sectors experienced net selling [7][52].

🚨JUST IN: LUXEMBOURG INTERGENERATIONAL SOVEREIGN WEALTH FUND (FSIL) BECOMES THE FIRST EUROZONE STATE FUND TO INVEST IN $BTC ETFS, ALLOCATING 1% OF ITS PORTFOLIO ...

ETF Industry News Summary Core Viewpoint - The ETF market in China is experiencing significant growth, with a notable increase in the number of large-scale ETFs and substantial capital inflows into stock ETFs, particularly in the gold sector. Group 1: Market Performance - The three major indices in China rose collectively, with the Shanghai Composite Index increasing by 1.32%, the Shenzhen Component Index by 1.47%, and the ChiNext Index by 0.73% [1][4]. - Gold sector ETFs saw remarkable gains, with the Gold Stock ETF (159321.SZ) rising by 10.03%, Gold Stock ETF Fund (159315.SZ) by 10.01%, and Gold Stock ETF (517400.SH) by 9.47% [1][11]. Group 2: ETF Growth - The total market size of ETFs in China surpassed 5.63 trillion yuan, marking an increase of over 50% year-to-date, with the number of ETFs exceeding 119, an 80% increase from the beginning of the year [2]. - In September, stock ETFs attracted over 110 billion yuan in net inflows, marking the second month this year to exceed the 100 billion yuan threshold [3]. Group 3: Sector Performance - The commodity ETFs performed the best with an average increase of 3.87%, while currency ETFs had the poorest performance with an average decline of 0.36% [9]. - The top-performing ETFs included Gold Stock ETF (517400.SH) with a 9.47% increase, Gold Stock ETF Fund (159322.SZ) with 9.32%, and Mining ETF (159690.SZ) with 9.30% [11][12]. Group 4: Trading Volume - The top three ETFs by trading volume were the Sci-Tech 50 ETF (588000.SH) with 7.141 billion yuan, Sci-Tech Chip ETF (588200.SH) with 5.804 billion yuan, and A500 ETF Fund (512050.SH) with 5.749 billion yuan [14][15].

Core Insights - Financial Serenity focuses on the asset management sector, providing in-depth analysis of market dynamics [1] - The initiative is managed by Tommaso Scarpellini, a seasoned financial researcher with experience in banking and financial analytics [1] - The goal is to deliver data-driven perspectives to assist investors in making informed decisions in a changing market [1] Industry Analysis - The asset management market is characterized by evolving dynamics that require rigorous data analysis and actionable insights [1] - The column combines insights from data analysis with opinions and ratings on ETFs and other trending instruments [1]

💥BREAKING:🇺🇸 Trump Coin ETF listed on the DTCC. https://t.co/i3cCTWEVLk ...