Trends in Defense and Nuclear Power ETF Market
Since the beginning of 2023, the domestic Exchange-Traded Fund (ETF) market has grown by 9.0%, reaching a scale of 324 trillion won. Notably, defense industry-related ETFs have stood out due to changes in international affairs and the increase in U.S. defense spending. The TIGER K Defense & Space and PLUS K Defense ETFs have achieved remarkable returns of 238.9% and 230.7%, respectively, over the past year. Key stocks in these ETFs include Hanwha Aerospace, Korea Aerospace Industries, and Hyundai Rotem. Experts forecast sustained growth in the defense industry driven by the expansion of defense budgets and rising demand for weapons in the U.S. and Europe.
Nuclear-themed ETFs are also drawing attention due to the rapid growth of the AI industry and increasing power demands from data centers. Major Korean nuclear export stocks such as Hyundai Construction and Doosan Enerbility have been on the rise, showing high returns. Hyundai Construction has secured projects in the Czech Republic and Romania, while Doosan Enerbility is involved in the Czech Dukovany nuclear power plant construction project. Additionally, KB Asset Management has listed a new 'RISE Korea Strategy Industry Active' ETF, investing in six industries including AI, anticipating growth in related sectors.
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Domestic ETF Market Reaches 300 Trillion ... Defense ETFs Excel, Annual Yield Exceeds 200% - meconomynews.comThe domestic exchange-traded fund (ETF) market has surpassed 300 trillion won and is steadily growing in size, while defense-related ETFs are recording excellent returns. The influence comes from the resurgence of defense stocks following geopolitical uncertainties and the increased U.S. defense budget trend since the beginning of the year. According to the Korea Exchange's information data system on the 19th, the total combined net asset value of 1,062 domestic ETFs was 324 trillion and 8.4 billion won as of the 16th. As of the end of 2024, the domestic ETF market was at the level of 167 trillion 815.9 billion won. As of last year, it reached 297 trillion 1,401 billion won.
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Nuclear Power ETF Among Top Performers... Fierce Competition for Power Supply [Investment Pulse] - meconomynews.com[Editor's Note] Constant uncertainty, new investment products pouring in every time. The stock market faced by investors is nothing short of chaotic. 'Market Economy' aims to be a compass that aids investment decisions by providing analytical materials such as securities reports and institutional data weekly. Through this, we hope all investors find the pulse of successful investments and take steps towards expanding their assets. The nuclear power-themed ETF (Exchange-Traded Fund) recently ranked among the top in weekly returns. The rapid growth of the AI (Artificial Intelligence) industry is fueling the power demand for data centers.