Robust Growth in Semiconductor, Chinese Market, and Active ETFs

The semiconductor sector is experiencing strong performance, with SK Hynix reaching an all-time high and Samsung Electronics hitting a 52-week record. This surge is driven by expanding investments in AI infrastructure, which has correspondingly spurred gains in related ETFs. The TIGER Semiconductor TOP10 Leverage ETF, in particular, has clocked the highest returns, underlining continued optimism for the semiconductor industry's outlook.
Amid the noticeable uptrend in the Korean stock market, policy support from the Chinese government for private enterprises is also enabling a rebound in the Chinese stock market. According to Lee Je-chung, an executive at CSOP Asset Management, the Chinese market’s prospects are hailed as a once-in-a-decade opportunity, spotlighting promising industries and AI-related investments. This sentiment bolsters the positive view of foreign investors towards these markets.
Meanwhile, active ETFs are swiftly expanding, with assets under management having surged 74% over the past eight months. The 'KODEX Eco-friendly Shipping Active' ETF, for example, has seen a remarkable 102% return since the start of the year. This growth trend is prompting calls for regulatory relaxation from investors seeking broader engagement and potential returns.
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[Issue Check] Notable ETFs in China... Which Sector is Leading the Rise in the Chinese Stock Market? - SBS BizEconomic News Today 'Issue Check' - Lee Jae-chung, Executive Director of CSOP Asset Management. The KOSPI recorded the highest increase rate among major stock markets this month. Even retail investors with overseas investment are turning their attention from New York to the domestic market. Meanwhile, the Chinese stock market, aided by government support for private enterprise policies, has shown a resilient rebound. There is still a perception that the Chinese market is undervalued...
Semiconductor ETFs Boosted by Soaring Samsung and SK Hynix - Cookie NewsIn the domestic stock market, SK Hynix has reached an all-time high, and Samsung Electronics has been hitting a 52-week high continuously. The expansion of AI infrastructure investment is fueling a boom in the industry.
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From 2 trillion to 82 trillion in just 4 years”… Investors captivated by Active ETFs, saw Top 10 Returns - Maeil Business NewspaperEquity-type ETF growth stands out with a 74% surge in assets under management in just 8 months. ‘KODEX Shipping & Marine’ leads with a 102% increase compared to the beginning of the year. Some suggest the need for regulatory easing.
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