Asia ETF News for the Past Year
The Chinese economy: stimulus without rebalancing
August 26, 2025-China remains hesitant about rebalancing its growth model towards greater consumption
China's growth model has continued to rely on expanding industrial capacity and exporting to the world,rather than on domestic consumption. This has led to a significant increase in China's global share of manufactured exports and has raised concerns about overcapacity.
The imbalance arises because China's expanding production capacity is outpacing domestic demand. Overcapacity would be best addressed by boosting domestic demand,particularly through stronger household consumption.
The United States and European Union have for years urged China to shift its economic focus away from manufacturing and exports,and towards greater reliance on domestic consumption,in order to address its structural saving-investment imbalance1. However,rebalancing towards a more consumption-driven growth model in China has yet to take hold in a significant way. On the contrary,the contribution of external demand to China's economic growth has remained strong,especially since the second half of 2024
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Source: bruegel.org
Dissecting Medium-Term Growth Prospects for Asia
August 22, 2025-Summary
This paper explores Asia-Pacific's medium-term growth prospects using two approaches. First, growth accounting analysis and machine-learning estimation reveal how demographics, capital deepening, productivity, and human capital shaped Asia's growth.
Second, an innovative algorithm forecasts growth by matching countries' current conditions with historically analogous periods using Dynamic Time Warping (DTW). Comparing pattern-based forecasts with traditional projections highlights economic convergence and demographic headwinds.
Results show that without ambitious reforms, Asia's growth will likely moderate, though remaining the world's fastest growing region. The paper offers data-driven tools for policymakers to identify growth drivers and generate robust forecasts.
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Source: imf.org
ChinaAMC releases Report on China's Corporate Governance Practices
August 12, 2025--The report represents interim findings from a much larger project exploring a full picture of ESG practices among China onshore listed firms.
ChinaAMC has been publishing China ESG investing White Paper for four consecutive years, underscoring its commitment to ESG and responsible investment.
China's onshore listed firms predominantly prefer dividends over share buybacks, and are much more receptive to "soft engagement" with institutional investors, according to the latest survey by China Asset Management Co.
The Report on China's Corporate Governance Practices is commissioned by ChinaAMC and executed by ZD Proxy.
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Source: ChinaAMC
Korean Investment Management Launches KIM ACE China AI Big Tech TOP2+Active ETF, Tracking the Solactive China AI Big Tech Top 2+ Index
August 5, 2025--Solactive is pleased to announce its latest collaboration with Korea Investment Management (KIM), marking the launch of the KIM ACE China AI Big Tech TOP2+Active ETF, which tracks the Solactive China AI Big Tech Top 2+ Index. This product is designed to capture China's leading innovators across artificial intelligence, digital platforms, and intelligent industrial technologies.
Morgan Stanley projects China to become a global AI leader by 2030, with its core AI industry potentially reaching $140 billion and achieving a 52% return on invested capital. This growth, driven by government support and a focus on computing efficiency, could expand the broader AI industry and related sectors -including infrastructure and component suppliers- to $1.4 trillion.[1]
The Solactive China AI Big Tech Top 2+ Index focuses on two high-impact technology categories: (1) Cognitive Tech & Digital Platforms and (2) Intelligent Systems & Industrial Tech. The index selects 25 companies from each category, ranked by thematic relevance using ARTIS(R), Solactive's proprietary natural language processing algorithm.
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Source: Solactive AG
China to Tax Bond Interest Income After Decades of Exemption
August 4, 2025--China said it plans to tax interest income on bonds issued by the government and financial institutions, in a surprise move that's prompted investors to reevaluate their debt market positions.
The government will resume collection of value-added tax on interest income from bonds sold by central and local governments, as well as those from financial institutions starting Aug. 8, the Ministry of Finance said in a statement released on Friday. Bonds issued before that, including the reopening sales on these notes, will be exempted from the tax.
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Source: finance.yahoo.com
Tokyo exchange eyes derivatives-driven ETFs to boost yield strategies
August 3, 2025-- In a move to tap into the growing appetite for yield-enhancing strategies, Japan's main stock exchange is pushing to allow listings of actively managed exchange-traded funds (ETFs) that use over-the-counter (OTC) derivatives, such as swaps and options.
The Tokyo Stock Exchange (TSE) is seeking regulatory approval to list such funds by June next year. Currently, Japanese ETFs are restricted to listed instruments like those on Osaka's derivatives market, but the exchange now wants flexibility for OTC instruments as well, said Kei Okazaki and Ryutaro Someya from the TSE’s new listings department.
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Source: daijiworld.com
US companies cut investments in China to record lows. Here's why
July 30, 2025--Tariffs and trade tensions have caused US companies to curb investments in China, a survey by the US-China Business Council found.
"On-again, off-again talks have shaken business confidence," the report states.
US-China trade was a major topic of discussion at the World Economic Forum's Annual Meeting of the New Champions in Tianjin, China, last month.
American companies have cut investments in China to record lows as tariffs and trade tensions continue to reshape the economic relationship between the world's two largest economies, according to a recent survey.
The Member Survey 2025 from the US-China Business Council (USCBC) found that only 48% of US companies plan to invest in China this year, a sharp decrease from the 80% who had planned investments in 2024. Moreover, the survey found a steady decline in optimism regarding China's economic growth forecasts and low confidence in the prospect of improved US-China relations.
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Source: WEF (World Economic Forum)
Korean retail investors continue to be active purchasers of overseas listed ETFs in June
July 24, 2025--ETFGI, a leading independent research and consultancy firm renowned for its expertise in subscription research, consulting services, events, and ETF TV on global ETF industry trends, reported today that in June 2025, 26 of the top 50 overseas securities purchased by Korean retail investors were U.S.-listed ETFs. This marks a slight decline from 28 ETFs in May, 32 in April, and 30 in March.
In terms of volume, Korean retail investors purchased US$9.66 billion in overseas ETFs in June. The peak month so far in 2025 was April, with a record USD 12.08 billion in ETF purchases. (All dollar values in USD unless otherwise noted)
Highlights
Korean retail investors purchased $9.66 billion in overseas ETFs in June
26 of the top 50 overseas purchase were ETFs listed in the United States
17of the top 26 ETFs on the list provide leverage or inverse exposure.
The largest purchase was $2.58 Bn of DIREXION DAILY TSLA BULL 2X SHARES listed in the U.S.
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Source: ETFGI
Nikko AM Introduces ChiNext ETF on Singapore Exchange under ETF Link, Tied to E Fund's Onshore ETF
July 22, 2025-On July 22, the China-Singapore ETF Link continues to expand with the listing of the Amova E Fund ChiNext Index ETF (ticker: CXT) on Singapore Exchange (SGX), launched by Nikko Asset Management (Nikko AM) in collaboration with E Fund Management (E Fund), the largest mutual fund manager in China, aiming to provide overseas investors with access to the growth potential of China's ChiNext market.
The Amova E Fund ChiNext Index ETF is linked to the E Fund ChiNext ETF (ticker: 159915), which tracks the ChiNext Index-a key broad-based index of innovative and entrepreneurial companies listed on the Shenzhen Stock Exchange (SZSE). Over 90% of the index is weighted in strategic emerging industries such as next-generation information technology, new energy vehicles, and biotechnology, and includes leading companies like CATL, Inovance, InnoLight, Mindray, and Sungrow.
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Source: E Fund Management
Thailand's Digital Future Key to Boosting Growth
July 3, 2025-Digital transformation can boost Thailand's competitiveness, create jobs and drive longer term economic growth amid global uncertainty, according to the World Bank's new Thailand Economic Monitor: Digital Pathways to Growth launched today.
Thailand's annual GDP growth is expected to slow to 1.8 percent in 2025 and 1.7 percent in 2026, reflecting recent global trade policy shifts, weakening exports, slowing consumption and moderating tourism recovery. However, GDP growth could rise to 2.2 percent in 2025 and 1.8 percent in 2026 with improved investment sentiment.
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Source: worldbank.org
