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ETF spotlight: Asia ex-Japan is up 26% this year — Here's why the rally may not be overETFs

ETF spotlight: Asia ex-Japan is up 26% this year — Here's why the rally may not be over

From AI-driven semiconductor demand in Taiwan and South Korea to emerging AI monetisation in China and resilient earnings in Singapore, Asia ex-Japan offers multiple sources of growth. The iShares Core MSCI Asia ex Japan ETF offers a cost-efficient and highly liquid way to capture these opportunities across the region.

By Joel Phua | 03 Sep 2026 |918 Views
TaiwanHKEXChinaSingaporeETF SpotlightSouth KoreaAsia Ex-Japan
From backlog growth to earnings validation: European defence delivers a broader H1 improvementETFs

From backlog growth to earnings validation: European defence delivers a broader H1 improvement

European defence spending continues to accelerate. The latest H1 results show that previously secured demand is increasingly converting into revenue, earnings, and margin improvement. The European defence investment case is moving from policy commitments and order announcements towards financial execution.

By Laven Cao, CFA | 01 Sep 2026 |1985 Views
FSM SpotlightEuropeDefenceLSE
S-REITs: Selectivity remains key as 1H26 earnings confirm an uneven recoveryETFs

S-REITs: Selectivity remains key as 1H26 earnings confirm an uneven recovery

1H26 results were broadly resilient at the operating level. We favour industrial, Grade A CBD office and data centre REITs for their structural demand drivers and highlight names with strong balance sheets and resilient income profiles as best placed to sustain distributions.

By Tan Qiuyi Charmaine | 25 Aug 2026 |4503 Views
SGXReal EstateS-REITs
Q&A Series: China is building its own chip industry — and this ETF is built to capture itETFs

Q&A Series: China is building its own chip industry — and this ETF is built to capture it

In the latest edition of our Q&A series, we spoke with VanEck about the VanEck China Semiconductor ETF — exposure to China's chip industry that sits outside conventional semiconductor and China allocations.

By iFAST Research Team | 19 Aug 2026 |3786 Views
China ANASDAQAIChinese semiconductorsVanEckSMHC
Beyond the US AI boom: Two ways to capture China’s opportunityETFs

Beyond the US AI boom: Two ways to capture China’s opportunity

China’s AI opportunity can be expressed through two complementary trades: a hardware ETF where earnings are already materialising, and a platform ETF trading at an underpriced valuation as AI monetisation gathers pace.

By Laven Cao, CFA | 14 Aug 2026 |4015 Views
HKEXEquityChina tech#fundsChina H SharesSZSEChina A Shares
Is AI demand real or a bubble? And what it means for Asia's chipmakersETFs

Is AI demand real or a bubble? And what it means for Asia's chipmakers

AI demand doubt has hammered chip stocks — but Asia's chipmakers are getting paid whether or not hyperscalers' bets pay off. Here's what that means for how we're positioned in Asian semiconductors.

By You Weiren, CFA | 12 Aug 2026 |6915 Views
TaiwanHKEXJapanAsia SemiconductorSemiconductorSouth Korea
The first actively managed iEdge Singapore Next 50 ETF is here!ETFs

The first actively managed iEdge Singapore Next 50 ETF is here!

Singapore's market reform push has put the SGX Mainboard's “next 50” largest companies in focus, but until now there has been no listed vehicle offering direct access to that segment. The CGS Fullgoal Singapore Next 50 Active ETF changes that, giving investors easy access to the mid-cap names sitting just outside the Straits Times Index.

By Tan Qiuyi Charmaine | 05 Aug 2026 |1903 Views
SGXSingaporeIEdge Singapore Next 50 IndexCGS Fullgoal Singapore Next 50 Active ETF
Q&A Series: Looking beyond China’s economic slowdown to its innovation boomETFs

Q&A Series: Looking beyond China’s economic slowdown to its innovation boom

In this edition of our Q&A series, we spoke with UOB Asset Management to learn more about the UOBAM Ping An ChiNext ETF.

By iFAST Research Team | 04 Aug 2026 |606 Views
SGXChina AUOBAMETF Q&AChiNext
Asian Semiconductor Sell-Off: Is the Market Overreacting?ETFs

Asian Semiconductor Sell-Off: Is the Market Overreacting?

CXMT’s listing, the start of domestic DUV production and SK Hynix’s revenue miss triggered a sharp sell-off in Asian semiconductor stocks. Does this mark a fundamental reversal?

By iFAST Research Team | 04 Aug 2026 |542 Views
HKEX亞洲半導體
CXMT, Zhipu AI and Unitree: Three case studies of China’s tech riseETFs

CXMT, Zhipu AI and Unitree: Three case studies of China’s tech rise

As property gradually recedes as China’s main growth engine, CXMT, Zhipu AI and Unitree are showcasing the industrial forces behind the rise of Chinese tech through three distinct paths: patient capital, research commercialisation and a comprehensive supply chain.

By iFAST Research Team | 03 Aug 2026 |967 Views
HKEXTechnologyChina TechSZSE