Performance and Investment Trends in the Domestic ETF Market
At the beginning of the new year, as the KOSPI index rose, the market capitalization of domestic ETFs surpassed 300 trillion won. The KOSPI ended at 4552.37, reaching an intra-day high of 4622.32, showing a strong performance. Additionally, the investment in stock mutual funds exceeded 100 trillion won for the first time. Particularly, products tracking the U.S. indices attracted significant funds, with 'TIGER U.S. S&P 500' leading the inflow.
In the third quarter of last year, South Korean households focused more intensively on overseas stocks and ETFs rather than domestic stocks. According to the Bank of Korea's announcement, household assets in overseas stocks increased by 5.8 trillion won, whereas domestic stock holdings decreased by 11.9 trillion won. This indicates investors' positive outlook toward global markets with higher growth potentials.
The BEST themes expected to yield high returns by 2025 include defense and AI topics. The 'PLUS K Defense' ETF has already recorded a 177.06% profit, attracting investor attention, as these themes continue to lead. As interest in various themed ETFs grows among investors, themes related to robotics and AI are expected to become key market drivers.
Finally, in recent trends in the currency market, the won/dollar exchange rate increased, closing at 1450.6 won. This reflects investors' expectations and concerns regarding domestic and global economic circumstances being factored into the foreign exchange market.
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