For investors who rely on the Singapore Exchange (SGX) as a gateway to broader Asian growth, the past year has been a good one. Exceptional, Alpha-Generating Returns. While global headlines often focus on US tech equities, there has been a quiet but violent rally in Asian emerging markets and Chinese growth sectors. A review of the top performing ETFs on SGX shows that five different funds have gained more than 50% on a year-to-date basis, with the top performer comfortably doubling investors’ capital. The story driving these returns is a powerful combination of shifts in global supply chains, an artificial intelligence (AI) hardware supercycle, and massive, state-sponsored mean reversion into Chinese technology and green energy. Here’s a professional breakdown of these five outperforming ETFs, ranging from the lowest (still unprecedented) 54% 1-year return to the astonishing 109% surge indexed, detailing the macroeconomic forces, sector rotation, and individual counters that engineered this rally.
- VNM: CGS Fullgol Vietnam 30 Sector Cap ETF (+54%)
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