Investing & Themes
Thematic investing ideas spanning sectors, regions, and strategies.
Investing & Themes — page 3
What India's Gold ETF Revolution Reveals About the Future of GCC ETF Markets
India's gold ETF market has surged from $2.5B to $18.3B in four years, with retail investor participation tripling. This structural shift offers valuable lessons for developing ETF markets across the GCC region.
Why Does IHC’s AED 1.8 Billion Buyback Matter for CHADX15 Investors?
International Holding Company's AED 1.8 billion share buyback programme has significant implications for CHADX15 ETF investors, as IHC accounts for approximately 32% of the fund's assets.
CHADX15AE
Quantum Computing Moves From Science Fiction to Market Reality and GCC Investors Now Have Local Access
Quantum computing is transitioning from science fiction to investable reality, with GCC investors now able to access the Lunate Boreas Solactive Quantum Computing UCITS ETF (QUANTM) on the Abu Dhabi Securities Exchange. The ETF rose 4% as global interest in quantum technology accelerates.
QUANTMAE
SpaceX's $1.77 Trillion Question: Can the Biggest IPO Ever Justify Its Valuation?
SpaceX is launching the largest IPO in history at $1.77 trillion valuation with 555.6 million shares at $135 each. Priced at 95x revenue, investors are betting on future growth from Starlink and launch services despite current losses.
India Built a US$119.8 Billion ETF Market. How does it compare to the GCC?
India's ETF market has surged to $119.8 billion with over 300 products, growing 84.7% in three years. The GCC's smaller but emerging ETF industry mirrors India's trajectory as retail participation and mobile investing reshape Gulf capital markets.
What are the top 20 AI ETFs globally, and which one is listed in the GCC?
Assets in AI-focused ETFs have exceeded USD 51 billion across the top 20 funds globally. The AGIX ETF became the first top-10 AI ETF listed on a GCC exchange in April 2026.
AGIXUS
Crypto ETF Outflows Hit Billions as Institutions Turn Cautious
ETF Investors Are Driving the Latest Bitcoin Correction
Islamic Investing Goes Global as Northern Trust Launches New Shariah Equity Fund
Northern Trust has launched the NT World Islamic Equity Index Fund, a UCITS strategy providing global equity exposure while adhering to Islamic finance principles. The move reflects growing demand for Shariah-compliant investments beyond regional markets.
Quantum Stocks Surge as U.S. Funding Push Puts QUANTM in Focus
Quantum computing stocks surged in May following a $2 billion U.S. government funding announcement and Quantinuum's successful $1.68 billion IPO. The QUANTM ETF on Abu Dhabi Securities Exchange has benefited from this sector momentum.
QUANTMAE
China Internet Stocks Back to Pre-DeepSeek Levels: Opportunity or Warning Sign?
China's technology sector appeared to be staging a comeback.
Leveraged ETF Universe Surpasses 1,050 Funds and $221 Billion in Assets
Leveraged ETFs have quietly become one of the fastest-growing segments of the global investment industry.
Want Exposure to SpaceX and Anthropic Pre-IPOs? Check out AGIX ETF on ADX
AGIX ETF on ADX offers retail investors exposure to pre-IPO companies like SpaceX and Anthropic, traditionally reserved for institutional investors. Gain access to leading private companies in AI and space infrastructure before they reach public markets.
AGIXUS