Balanced Allocation in Volatile Markets: Income and Growth Strategies Spanning High Dividends, Covered Calls, and the Semiconductor Supply Chain

[For Hong Kong investors only] In the face of a complex and volatile macroeconomic environment and market fluctuations, how to balance 'income' and 'growth' has become a key focus for investors.

With key companies such as ChangXin Memory Technologies (CXMT) $CXMT Corporation (688825.SH)$ listing on capital markets and being included in indices, Global X China Semiconductor ETF (3191) $Global X China Semiconductor ETF (03191.HK)$ and Global X Asia Semiconductor ETF (3119) $Global X Asia Semiconductor ETF (03119.HK)$ It has achieved full coverage across the entire semiconductor value chain—including chip design, foundry services, equipment, and even DRAM memory—enabling investors to capture semiconductor sector opportunities through a single investment (Source: Mirae Asset, August 6, 2026).

As Hong Kong’s largest issuer of Covered Call ETFs, Global X currently offers a diversified range of Covered Call ETFs targeting different regions, thematic preferences, and income objectives.Global X Hang Seng China Enterprises Covered Call Active ETF (3416/9416/83416) $Global X HSCEI Covered Call Active ETF (03416.HK)$ and Global X Hang Seng Index Covered Call Active ETF (3419 / 9419 / 83419) $Global X HSI Covered Call Active ETF (03419.HK)$ Since inception, it has consistently provided investors with flexible income options.

On February 28, 2024, Global X became the first to launch Hong Kong’s inaugural covered call ETFs, offering income-focused investors an innovative investment opportunity to flexibly allocate assets through diversified ETFs and receive potential distributions (distributions and distribution rates are not guaranteed and may be paid from capital).

This strategy generates potential additional income by selling covered call options on the underlying stocks—a feature particularly valued in uncertain or volatile markets.

In addition to covered call strategies, we have also extended our income-focused approach to income-generating asset classes. Through the Global X Asia High Dividend Yield ETF (3116) $Global X Asia Pacific High Dividend Yield ETF (03116.HK)$ and Global X Asia USD Investment Grade Bond ETF (3075), $Global X Asia USD Investment Grade Bond ETF (03075.HK)$ investors can seek potential income across asset classes.

1 Selling covered calls may limit the potential capital appreciation of the underlying index above the strike price.

2 Payment of distributions does not guarantee positive returns. Distributions paid from capital or effectively from capital represent a return or withdrawal of part of an investor’s original investment or their proportionate share of any capital gains. Any such distributions may result in an immediate reduction in the fund’s net asset value per share and reduce capital available for future investment.

Speaker Profile: Polly Yeung is currently an ETF Sales Consultant at Global X ETFs (Hong Kong). Prior to joining Global X ETFs, Polly served as an Assistant in Fund and Alternative Investment Sales at Bank of Singapore (Hong Kong). She graduated from the University of Sunderland in London with a Bachelor’s degree in International Business.

For risk disclosures regarding the above funds, please visit the Global X ETFs Hong Kong website.https://www.globalxetfs.com.hk/zh-hant/fundlist/。

This content is provided for reference and informational purposes only and is intended exclusively for investors in Hong Kong. It does not constitute an offer, solicitation, or recommendation to buy or sell any securities or other financial instruments. This document is provided as general market commentary only and does not constitute regulated financial advice, legal, tax, or any other regulated service of any kind.

The opinions and data discussed or referenced herein are current as of the publication date. Certain statements in this content constitute our expectations and forward-looking statements. These expectations, opinions, and views are based on numerous assumptions that may ultimately prove incorrect or not materialize, and are subject to change without notice. Investing involves risk. Past performance is not indicative of future results. Investment in the relevant fund may involve potential risks, including general investment risk, active/passive investment risk, interest rate risk, risks associated with bank deposits, concentration risk, currency risk, trading risk, credit rating risk, downgrade risk, credit/counterparty risk, and the risk of distributions paid from capital. Investment in the relevant covered call actively managed ETF may also involve potential risks (where applicable), including active investment management risk, futures contract risk, margin requirement risk, clearing house default risk, concentration risk, securities lending transaction risk, currency risk, distribution from capital risk, and trading risk. There can be no assurance that the fund’s performance will generate returns; it is possible that no return will be generated or that the investment amount may be lost. Investors should read the fund prospectus for details and risk factors before making any investment decision. Investors should ensure they fully understand the risks involved in investing in the fund and consider their own investment objectives and risk tolerance. Independent professional advice should be sought before making any investment. Investors must decide for themselves whether to rely on the information contained herein.

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This material is issued by Mirae Asset Global Investments (Hong Kong) Limited (licensed by the Securities and Futures Commission for regulated activities under Classes 1, 4, and 9 of the Securities and Futures Ordinance). This material has not been reviewed or approved by the Hong Kong Securities and Futures Commission or any applicable regulatory authority in the jurisdiction. No part of this publication may be reproduced in any form or referenced in any other publication without the prior written consent of Mirae Asset Global Investments (Hong Kong) Limited.

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