Global X China Innovation ETF Price & Performance (KEJI)

Global X has launched the China Tech ETF (ASX: DRGN), targeting 20 leading technology companies in China and Hong Kong. The fund avoids state-owned enterprises and financials, focusing on sectors like AI, automation, and semiconductors. Global X anticipates the ETF will attract around AUD $40 million in its first year.12

The new Global X China Tech ETF offers exposure to firms leading China's transition toward innovation sovereignty. The ETF’s rules-based index includes companies in semiconductors, robotics, and AI, reflecting a strategic pivot from legacy internet platforms to sectors aligned with national priorities and policy support.34

Despite recent cautious sentiment, China’s tech sector shows signs of recovery. The DRGN ETF provides targeted access to industry leaders like Tencent, BYD, and Alibaba, focusing on operational quality and growth fundamentals. The digital economy’s share of GDP is projected to exceed 55% by 2030, underpinning long-term optimism.56