Insights

In this video, Saniel Chandrawat shares our investment outlook for the Indian market.

Educational software and digital educational resources will be a key investment focus in the Education Informatization 2.0 stage.

The Covid-19 pandemic, which led to lockdowns around the world, changed the way people purchase products. Consumers that were stuck…

Asia's consumption theme is not a one- or two-year story: it’s a multi-decade opportunity, according to Joohee An and Sol…

What could the metaverse, the internet’s successor, hold in store? Edward Chan weighs in on the underlying technology that could…

Beneath the headlines, one of the most exciting growth stories in Asia is developing within India

China's grand plan for the sports industry is no ordinary couch-to-5k programme. Senior investment analyst Sol Ahn explains why.

Implications of the Evergrande crisis, and why credit contagion fears are unlikely to come to a head.

China has reached a significant turning point in its regulatory journey. Daniel Zhou, senior investment analyst, explains why.

As China continues to evolve into a digital economy with fast adoption of new technologies such as 5G, cloud computing…

The China robotics industry upcycle – which we saw in the first half of 2021 – has yet to peak.

Why are we going backward to localize the supply chain after decades of globalization? However, this is now a focus…

Learn the basics of ESG, its importance, and how investors incorporate it into the portfolio.

China’s consumption continued to show a recovery trend in 1H21 though consumer services still have not fully recovered to pre-pandemic…

Cosmetic is a unique category with discretionary or luxury element as many women are willing to pay a premium for…

The benefit of location proximity to the development of an industry is often underrated. Even in the age of digitalization,…

Duty-free retail industry is at a sweet spot riding on rising demand of tourism in China, as well as that…

Asia has a strong presence in the semiconductor industry globally. The region is already the biggest market for semiconductors, accounting…

Chinese equity markets experienced a meaningful decline in early July, due to intensifying regulation uncertainty.

Short-form video (SFV) apps, which allow users to create videos in 15 seconds to several minutes, started to gain traction…

Electric vehicle (EV) has become one of the most promising industries in the past decade, together with EV battery and…

Power semiconductors are becoming increasingly important, as the rise of electric vehicle (EV) and automation is expected to create strong…

In this article, we will provide an overview of the auto semiconductor industry and explore the opportunity arising from the…

Electric vehicle (EV) sector saw a fast growth in the last five years, which boosts the demand for EV battery…

Since 2020, China has witnessed a significantly accelerating pace of business digitalization due to Covid-19, leading to a rise in…

ERP (Enterprise Resource Planning) is primarily a back-office software that helps manage business operations. For most organizations, ERP is the…

China’s PD(-L)1(programmed cell death protein 1) sales are expected to grow at 36% compound annual growth rate (CAGR) 2020-25e to…

Now let’s take a closer look at the largest component of online gaming: mobile games, which is the fastest growing…

The autonomous driving industry has been exploring different combinations of sensors to support the development of full self-driving system. In…

With decades of development, the online game industry has blossomed into one of the largest and most profitable entertainment verticals…

Online grocery has been a rising star within e-commerce industry in the past year. It is one of the most…

In recent years, more and more Chinese companies have emerged as global leaders in manufacturing sector. In this article we…

In surveillance, we have end-to-end solution providers such as Hikvision, Dahua, and Huawei, which supply everything from front to back…

Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and a key driver of…

As internet infrastructure continues to advance, China’s livestreaming industry has been developing at an unprecedent speed. Livestreaming is now fully…

China’s PD(-L)1 sales is expected to grow at 36% compound annual growth rate (CAGR) 2020-25e to RMB 62 bln (vs…

Since 2020, China witnessed a significantly accelerating pace of business digitalization due to Covid-19, leading to a rise in adoption…

As global internet and cloud computing infrastructure continues to improve, cloud gaming (or Gaming-as-a-Service) has emerged to become a new…

Solar installation in major countries recorded a high single-digit growth by the end of September, missing the expectation at the…

Phil S. LEE recalls he learned most of his skillsets for stock investment during his undergraduate years in Seoul National…

Immunotherapy is a type of oncology treatment that helps the immune system fight cancer. The immune system helps the body…

China’s decision to reach carbon neutrality by 2060 has thrust renewables into the spotlight as key pillars driving the energy…

In this article, we will give a brief introduction to the light-emitting diode (LED) industry and go through the current…

Electric vehicles (EVs) have been garnering increasing interest among global investors especially given the meteoric rise of Tesla. With China's…

This article will discuss a key trend emerging in China’s online entertainment vertical, which is the increasing popularity of short-form…

New home sales in China have been growing for the past two decades and floor area per capita has surpassed…

Emerging market equities show significant growth potential for 2021. We believe there is notable opportunity for a market re-rating in…

In this article, we provide an introduction to the display industry by walking through the key display technologies and examine…

The rise of homegrown Chinese brand seems to be one of the strongest trends in China. “Guochao” has become a…

This article will provide a brief introduction of the original equipment manufacturer and discuss the current competitive landscape. Original Equipment…

DOWNLOAD THE FULL REPORT Despite a traditionally higher risk profile, Emerging Market (EM) equities have proven resilient and shown relative…

In the semiconductor industry, a semiconductor fabrication plant is commonly called a fab or a foundry. It is basically a…

In this article, we will introduce the foundry sector and its importance to the wider semiconductor industry. There are two…

The process involves the discovery of drug candidates and the subsequent testing of drug candidates to demonstrate their safety and…

As a result of COVID-19, the restaurant industry has been heavily impacted and has become a key laggard in terms…

Cameras are the eyes of computers. The development of our ability to process and apply vision data has come hand…

The Chinese real estate industry has enjoyed a golden era in the last twenty years. Leading developers have benefited from…

Solar upstream consists of solar-grade polysilicon and wafer. Mass-production of solar-grade polysilicon started in early 2000s when the German government…

China’s vaccine market grew at 6.2% CAGR from RMB19.9bn to RMB25.3bn by 2013-2017, according to “CIC” (China Insights Consultancy), according…

Ten years ago, German company SMA Solar Technology (SMA) claimed 30% of market share in solar inverters, but now Chinese…

Schools in China had been closed for a few months since COVID-19 and most students had to stay home and…

In this article, we will examine the advantages & weaknesses of the autonomous vehicle industry in China. We will also…

Biological drugs refer to products derived from living organisms or parts of living organisms, such as proteins, vaccines, blood components,…

China is the world's leader in wind power generation, with the largest installed capacity of any nation and continued rapid…

The US sanction on Huawei has revealed the rapid development of China’s semiconductor chip design business. We will discuss the…

China is the largest purchaser of semiconductor globally but has small presence in the supply side. China accounted for 34%…

The manufacturing of solar cells is an intricate and fine business where the evolution of its equipment with technological improvement…

It was very astonishing to see the world’s lowest tariff for a solar power plant in the United Arab Emirates…

We published an introduction piece on the e-commerce industry called 'The spending tap – A look at China's booming e-commerce…

Intel said in its 2Q20 results presentation the 7nm node launch date was further delayed by another six months from…

China is absolutely the leader in solar glass and Ethylene Vinyl Acetate (EVA) film manufacturing. The top five Chinese solar…

Autonomous driving is one of the most exciting fields in the next decade. Breakthrough in Artificial Intelligence (AI), build-out of…

Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and thus a key driver…

Since the invention of laser over 50 years ago, the technology has revolutionized to a broad range of applications and…

The cosmetic industry is consistently trying to adapt products against dynamic and fiercely competitive environments in the hope of capturing…

Chip design (fabless) business is relatively easy to localize, thanks to the mature ecosystem support around the fabless, which has…

In our previous series 'Vaccines: Past, Present, and Future,' we discussed different types of vaccines. In this edition, we discuss…

Vaccines are probably the oldest biological drug in the world. In 1796 a British physician used matter from cowpox pustules…

China's semiconductor market is the largest in the world. In 2018, China imported US$312.06 billion worth of integrated circuit (I.C.)…

Tesla just became the world’s largest automaker by market value1 that could be a boon for its supply chain. In…

Tesla just became the world’s largest automaker by market value1 that could be a boon for its supply chain. In…

It was astonishing to see the world’s lowest tariff for a solar power plant in the Al Dhafra Region of…

DOWNLOAD THE FULL REPORT We believe that emerging market (EM) economies should show more resilience to the Covid-19 crisis than…

DOWNLOAD THE FULL REPORT  “Guo” stands for country, “Chao” taken from “Chao Liu,” meaning fashionable.  Combined – “Guochao” in China,…

Solar-grade polysilicon mass-production started in the early 2000s when the German government ramped up the promotion of clean energy. Wacker…

Online education will be the key growth driver in the After-school Tutoring (AST) industry in China, and we believe the…

The pandemic has accelerated trends and generated new investment opportunities. Telemedicine is a paradigm. Telemedicine is the use of modern…

Have you ever left home without your smartphone? We will hazard a guess and say the answer is, “Not likely.”…

Since the outbreak of COVID-19, the Indian government has implemented extreme lockdown measures in an attempt to limit the spread…

The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud…

The investment opportunities of the data centre markets in China continue to astonish many of us.   In this paper,…

DOWNLOAD THE FULL REPORT “When you realize nothing is lacking, the whole world belongs to you,” was penned by the…

In recent years, there has been a global shift towards an eco-friendly lifestyle. Wind energy has been gaining popularity and…

The robust growth of the sportswear industry is not just a Chinese consumer trend but also a global phenomenon. With…

Biotechnology is the use of biological materials, such as proteins, antibodies, genes, and cells, to develop new drugs and treatments.…

Biotechnology is the science and business of using biological materials, such as proteins, antibodies, genes, and cells, to develop new…

What are the Key factors Likely to Impact Asian Equities? Rahul Chadha, chief investment officer at Mirae Asset Global Investments…

China’s economic foundations are shifting, and so are its investment opportunities. In this series, we will take an in-depth look…

We believe that emerging market (EM) equities are in the midst of a multi-year recovery, continuing to take advantage of…

The emergence of the Asian consumer fundamentally alters the world's order, offers long-term investment opportunity, and dominates economic themes for…

We believe that emerging market (EM) equities are in the midst of a multi-year recovery, continuing to take advantage of…

Since the US and China agreed on a three-month truce, the global financial markets have rallied in a rapid fashion…

On May 10th, the US increased the tariffs on US$200 billion worth of Chinese exports from 10% to 25%, with…

Emerging market (EM) equities pulled back in 2018, decoupling from US equities due to trade disputes, rising interest rates, a…

Most financial crises in emerging markets originate from a familiar formula: a currency collapse caused by a structurally weak banking…

In the current environment of slowing economic growth and President Xi’s cemented security for longer-term leadership, Chinese policymakers are attempting…

Join Mirae Asset Global Investments’ Chief Investment Officer Rahul Chadha and Senior Investment Analyst Vineet Thodge, CFA, as they discuss…

Regarding the current geopolitical situation in Pakistan and India, despite high tensions in the last few days, it now appears…

The Indian economy faced some challenging macro headwinds for the better part of 2018 such as high volatility in crude oil…