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KraneShares’s Substack

KraneShares provides investors access to China, Climate, and Alternative Assets through differentiated, high-conviction investment strategies. Website: http://bit.ly/3CBIxYr Prospectus & disclosures: http://bit.ly/1dpbgsD

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AI ETF AGIX: Introducing The New Class Of Private Investments & Performance Update

It has been well over a year since AI ETF AGIX, the KraneShares Public Private AI & Technology ETF, added private-company exposure to its portfolio.

Memory Chip Maker CXMT Rockets to Become The Largest Mainland-Listed Company

The IPO was a rocket ship to the stars, and the company is currently worth four times its IPO price.

AI ETF $AGIX Adds Private Photonics Company Ayar Labs & KraneShares Launches Photonics ETF $LUMA

AI has a new bottleneck: getting chips to talk to one another.

$KSTR: Are Investors Overlooking A Key Component in The Global AI Supply Chain?

Not only have China's firms established themselves as cost-effective suppliers of memory chips to global customers, but they are also stepping in to help meet surging local demand.

Emerging Markets ETF: Technology Exposure Surge & What It Means For Investors

The outperformance of AI “picks and shovels”, i.e. chipmakers and hardware suppliers, in key emerging markets like Korea and Taiwan means that the MSCI Emerging Markets Index is now more tech-heavy.

Physical AI ETF $KOID: NVIDIA, Unitree, Sharpa, and the Next Leg of the Humanoid Trade

NVIDIA just made a major move into humanoid robotics, and it chose Unitree as its launch partner.

$KURE: Outbound Biotech Licensing As Potential New Growth Driver In China

China is delivering more innovative drugs and treatments to the world than ever before.

$KBA Tells The Story of China’s Equity Market Evolution

KBA now counts information technology as its top sector by weight.

$KSTR: Accessing The Latest Memory Chip IPO

Chang Xin Memory could be well-positioned to capitalize on opportunities from a memory-starved world.

SpaceX IPO: 5 Key Takeaways From the S-1 Filing and How To Get Exposure Today With $AGIX

SpaceX’s preliminary IPO S-1 filing was made public this month.