Group 1 - Emerging Asian markets mostly rose, with India's Sensex index increasing by 0.3% and reaching a new historical high, while Thailand's SET index and Malaysia's FTSE index both rose by over 1% [1] - India's economy showed an annualized growth rate of 8.2% in Q3, exceeding market expectations and marking the fastest growth in six quarters [1] - InCred Asset Management noted that the correction in Indian stock indices over the past 14-15 months has bridged the gap between corporate earnings and stock valuations, creating attractive entry points [1] Group 2 - Malaysia's trade volume for January to September 2025 grew by 4.4% to 2.235 trillion ringgit, setting a historical record [1] - The trade volume accounted for 134% of Malaysia's GDP, highlighting its deep integration into the global economy [1] - Key growth drivers included electronics (especially semiconductors), machinery, palm oil, and processed foods, with a surge in electronics exports attributed to companies preemptively shipping to avoid U.S. tariffs and a global tech cycle recovery [1] Group 3 - The Emerging Asia ETF (520580) tracks the Singapore Exchange's Emerging Asia Select 50 Index, primarily investing in India, Indonesia, Malaysia, and Thailand, with India accounting for approximately 48% of its weight [2] - The index has a high correlation with the Indian market, with a correlation coefficient of 0.69 with the Sensex 30 index over the past three years [2] - This correlation provides a new benchmark for global diversification, with lower correlations to other major indices such as the Hang Seng Index and the Dow Jones Industrial Average [2]

Group 1 - The Nasdaq 100 index rose by 2.63%, but it still has a gap since the significant drop on April 2 due to the "tariff war" [1] - Emerging markets, particularly India and Indonesia, have shown strong performance, recovering losses incurred from tariff increases [1][2] - The Indian SENSEX index has increased by 3.89%, while the Indonesian index has risen by 0.42%, contrasting with a decline of 6.67% for the Nasdaq 100 [2] Group 2 - The Emerging Asia ETF (SH520580) has accumulated over 12% gains since April 8, with a 1.3% increase observed in early trading today [3] - The ETF focuses on core assets in emerging Southeast Asian markets, which are expected to outperform single A-share allocations in terms of returns and volatility [4][5] - The ETF covers major economies: India (53%), Indonesia (19%), Malaysia (15%), and Thailand (13%), consisting of the 50 largest and most liquid companies in these countries [7][8] Group 3 - The top ten weighted stocks in the ETF include major players like HDFC Bank, Bank Central Asia, and PTT Public Company, indicating strong risk resilience [8] - The financial sector (38.5%), technology (15.6%), and energy (10.2%) are the primary sectors represented, benefiting from credit demand and consumption upgrades during economic expansion [8] - GDP growth rates for these four countries are projected to exceed the global average, with India at 6.5% and Indonesia at 5.1% [8]