中国 - 东盟经济融合
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香港首支中国-东盟经济互联ETF上市 银河与博时助力投资者捕捉双边经济合作机遇
智通财经网· 2026-01-28 02:36
Core Viewpoint - The launch of the Galaxy Bosera MSCI China-ASEAN Economic Connectivity Index ETF marks a significant step in enhancing investment opportunities between China and ASEAN, coinciding with a period of economic growth and integration between the two regions [4][5]. Group 1: Fund Details - Fund Name: Galaxy Bosera MSCI China-ASEAN Economic Connectivity Index ETF [4] - Fund Abbreviation: Galaxy Bosera ASEAN [4] - Stock Code: 2805 (HKD), 82805 (USD), 9805 (CNY) [4] - Benchmark Index: MSCI China-ASEAN Economic Connectivity Index [4] - Management Fee: 0.50% [4] - Expected Annual Expense Ratio: 0.80% [4] - Trading Currencies: HKD, USD, CNY [4] Group 2: Economic Context - ASEAN is recognized as a core growth driver in emerging markets, being the third-largest economy in Asia and fifth globally, maintaining dual growth in economy and manufacturing amidst global uncertainties [5]. - The economic integration between China and ASEAN is deepening, with trade cooperation and industrial transfer creating mutual benefits, supported by geopolitical advantages and accelerated cross-border infrastructure projects [5]. - Current valuations of Hong Kong and ASEAN equity assets are relatively low compared to global standards, presenting potential investment opportunities [5]. Group 3: Product Innovation and Strategy - The ETF is a collaboration between Bosera Fund (International) Co., Ltd. and China Galaxy International Asset Management (Hong Kong) Co., Ltd., leveraging their strengths in asset management and market positioning [6]. - The product employs an "economic exposure factor" screening mechanism to select high-quality stocks based on revenue exposure in both regions, focusing on sectors like consumer discretionary and technology [6]. - The ETF supports trading in multiple currencies, providing a low-cost and convenient asset allocation tool for global investors [6]. Group 4: Leadership Insights - Bosera Fund's Chairman emphasized the importance of capturing industrial synergy opportunities as Chinese enterprises expand overseas, aiming to enhance collaboration with ASEAN financial institutions [7]. - China Galaxy Securities' Chairman highlighted the ETF as an innovative tool for investors to access quality assets in China and ASEAN, reinforcing Hong Kong's role as an international financial center [7]. - The collaboration between Bosera Fund and China Galaxy Securities signifies a new phase in cross-border financial cooperation, aiming to provide diverse asset allocation solutions for investors [7].