Global X by Mirae Asset Research Hub

Global X by Mirae Asset positions itself at the intersection of technological transformation and industrial structural realignment, emphasizing how AI and physical robotics are catalyzing massive shifts in global infrastructure and power demands. The research identifies a critical pivot where traditionally cyclical sectors like defense and infrastructure are evolving into long-term secular growth plays through software-defined business models. Commodities are now deeply intertwined with geopolitical volatility, evidenced by the disruption of critical mineral supply chains, the ongoing copper supply deficit, and the emerging energy fragmentation as nations reconsider traditional OPEC alliances. Furthermore, the analysis highlights that both silver and lithium are facing significant, multi-year supply deficits driven by record demand in solar, aerospace, and large-scale grid storage. Collectively, these documents underscore a fundamental transition toward ex-China supply chain resilience and a heightened focus on energy security as the primary drivers of global capital allocation in the coming years.