Value Partners Debuts Asia's First Optical Communications Active ETF, Eyes Stock L&I Products
SingTao · 1 SOURCESabout 1 hour ago2 MIN
Summary
Value Partners has begun accepting subscriptions for its optical communications active ETF (stock code: 2811) on Friday, positioning it as the first theme-based, actively managed ETF by the firm and the first in Asia to focus exclusively on the optical communications industry . The product is scheduled to list next Friday (September 26). The firm is also exploring the launch of Hong Kong single-stock leverage and inverse (L&I) products by year-end, potentially aligning with AI-driven market appetite .
Key Points
- The ETF's initial regional allocation targets approximately 40% US equities, 20% Hong Kong stocks, 20% A-shares, and the remaining 20% in other markets, with no single market cap restriction
- Value Partners Senior Fund Manager Guo Xiaolin forecasts sustained AI supply chain tightness over the next one to two years
- The fund prioritizes optical modules, optical chips, and scarce optical fiber materials, followed by co-packaged optics (CPO) as a future growth technology
- Zhao Shande, Senior Strategy Specialist at Value Partners ETF Business, explained the active approach accommodates emerging IPOs that cannot quickly enter passive index mechanisms
- The Securities and Futures Commission's June announcement expanded L&I product scope to Hong Kong single stocks, prompting competitive applications from multiple industry players
Why It Matters
This launch signals growing institutional appetite for specialized thematic ETFs in Hong Kong's market, potentially attracting fresh capital flows to the city as the region's first-mover in optical communications investment products . For Hong Kong retail investors, the product offers targeted exposure to AI infrastructure growth without requiring direct stock selection in a technically complex sector .
This launch signals growing institutional appetite for specialized thematic ETFs in Hong Kong's market, potentially attracting fresh capital flows to the city as the region's first-mover in optical communications investment products . For Hong Kong retail investors, the product offers targeted exposure to AI infrastructure growth without requiring direct stock selection in a technically complex sector .