Shifts in the Global ETF Market and Key Trends
Hanwha Asset Management has launched the 'PLUS Global Rare Earth & Strategic Resources Production Firms' ETF benefiting from rising mineral prices due to US-China tensions. This ETF consists of major firms in the global rare earth and strategic resources industry. With the U.S. focusing on rare earth mining and President Trump's executive order allowing domestic mineral development, stock prices are on an uptick. Lithium prices are also on the rise, positively affecting company stock performance.
The precious metals and commodities market is emerging as a significant investment opportunity. Prices of palladium, gold, and silver have surged, with ETFs recording high returns in alignment with this trend. Particularly, rare earth-related products are gaining focus amid US-China trade tensions due to their supply-side importance. However, the presence of a 'Kimchi premium' in South Korea, where local gold prices are higher than international values, prompts caution among investors.
Mirae Asset Management is newly listing the 'TIGER Korea AI Electrical Equipment TOP3 Plus ETF.' This ETF capitalizes on the growth potential in the power equipment industry during the AI era, focusing on key companies like LS Electric, HD Hyundai Electric, and Hyosung Heavy Industries. As demand for data centers increases, the profitability of related industries is expected to rise.
Investor sentiment towards commodities is rising, causing palladium prices to skyrocket. Used extensively in automotive catalytic converters and hydrogen vehicles, palladium's demand remains high. The Russia-Ukraine conflict exacerbates supply instability, further boosting prices. Gold has also reached a historic high of $4,200 per ounce, reflecting continued volatility in the precious metals market.
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Gold and Silver Envy Not... Palladium ETF SoarsNumber one in commodity product returns, impact of increasing demand and decreasing supply
Mirae Asset Launches Power Equipment ETF... 'Supercycle' Expected Due to Surging Data Center Demand - Yonhap InfomaxWith the explosive increase in global data center demand, it is predicted that the power equipment industry, following the domestic semiconductor industry, will enter a boom phase in the AI era. On the 16th, Lee Hyun Jung, director of ETF management at Mirae Asset Management, explained the background and investment outlook for the launch of the new 'TIGER Korea AI Power Equipment TOP3 Plus ETF' through a YouTube live session, scheduled for listing on the 21st. Director Lee stated that, with the ongoing AI craze, attention should be paid to the power equipment industry following semiconductors as it is poised to benefit from the domestic industry. Recently, the power equipment industry has been crucial for the data centers needed for AI development.
조선일보2025 10月 16
Commodity Rally Boosted by Precious Metals and Rare Earths... ETFs Surge amid Price SpikesThe recent surge in the prices of commodities such as precious metals and strategic resources has drawn attention to related investment products. Experts predict that the commodity rally will continue for a while, while noting that assets like the 'Kimchi Premium' are more pronounced in Korea than abroad.
Hanwha Asset Management Proposes Strategic Resource ETF amid US-China Rare Earth Dispute - SBS BizHanwha Asset Management today (16th) proposed the 'PLUS Global Rare Earth & Strategic Resources Production Companies' ETF as the only investment option in the country benefiting from the US-China mineral war. The 'PLUS Global Rare Earth & Strategic Resources Production Companies' ETF comprises key global companies involved in the production, refining, and recycling of rare earth and strategic resources. ...
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