Korean ETF Market: Growth in Manufacturing, Nuclear Power, and Active ETF Expansion
The Korean ETF market is currently witnessing strong growth in sectors such as semiconductors, artificial intelligence (AI), robotics, and nuclear power. Doosan's share price surged due to its strategic moves to strengthen the semiconductor value chain, shareholder-friendly policies, and expectations for new ETF launches targeting group companies. Hanwha Asset Management has launched the 'PLUS K Core Manufacturing Active ETF' focusing on Korean manufacturing firms central to global supply chain restructuring and key national industries like AI and semiconductors. Meanwhile, the TIGER Korea Nuclear Power ETF has outperformed domestic equity ETFs this year, delivering a record 108.7% return, as rising energy security concerns and demands from expanding AI data centers have boosted interest in nuclear power.
Thematic ETFs that reflect structural industry changes are also gaining importance. NH-Amundi Asset Management’s HANARO ETF Megatrend Guidebook analyzes four megatrends—in AI, Korea’s re-rating, K-trends, and geopolitical shifts—and provides suitable ETF strategies. Active ETFs are rapidly expanding their scope with launches targeting strategic industries, and even small to mid-sized robotics firms on the KOSDAQ are benefiting from dynamic portfolio rebalancing. Regulatory authorities are advancing the introduction of 'fully active ETFs,' removing index-tracking requirements. However, increased market volatility and liquidity risks have led to heightened regulatory monitoring.
On June 24, rechargeable battery and precious metal ETFs achieved double-digit returns due to KOSPI's rebound, while crude oil ETFs suffered significant declines. Fund flows are currently being concentrated in semiconductor and leveraged ETFs, whereas traditional index-tracking and short-term interest-based ETFs are seeing some capital outflows.
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Growing Active ETFs…Focusing on Exports and Strategic Industries - Seoul Economic DailyAs the active exchange-traded fund (ETF) market rapidly expands, competition for products focusing on industry and export themes is intensifying. A strategy that goes beyond simple index tracking, incorporating industry cycles and rotational flows, is gaining prominence, indicating a change in investment methods within the ETF market.
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[ETF Market] Secondary Battery and Silver Leverage Strong… Oil Plummets, Inverse Falls - News Pim[Seoul=News Pim] Reporter Yang Tae-hoon = On the 24th, in the domestic exchange-traded fund (ETF) market, leverage ETFs for secondary batteries and precious metals ranked at the top in return due to the rebound of KOSPI. In general thematic ETFs, silver, other precious metals, and material sectors showed strength.
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Doosan, with Semiconductor, Robotics, and Nuclear Power, Strengthens Position as 'Emperor Stock' Amid Investor Returns and ETF Optimism - Business PostDoosan, possessing Semiconductor, Robotics, and Nuclear Power, strengthens its position as an 'Emperor Stock' with added ETF expectations
Mirae Asset's 'TIGER Korea Nuclear ETF' ranks first in year-to-date returns - The Herald Economy[The Herald Economy=Reporter Moon Ilim] Mirae Asset Global Investments announced on the 24th that the 'TIGER Korea Nuclear Exchange Traded Fund (ETF)' has recorded the highest year-to-date return among domestic listed stock ETFs.
"AI Power Demand↑·Energy Security Highlighted"… 'TIGER Korea Nuclear Power ETF' Year-to-Date Returns... - edaily.co.krMirae Asset Management announced on the 24th that the year-to-date return of the 'TIGER Korea Nuclear Power ETF' ranked first among domestic stock-type exchange-traded funds (ETF). (Data Provided by Mirae Asset Management) According to the Korea Exchange, as of the closing price on the 23rd, the year-to-date performance of the TIGER Korea Nuclear Power ETF...
NH-Amundi Asset Management: “To Succeed in ETF Investment, Focus on Four Key Themes” - The Herald EconomyNH-Amundi Asset Management released the ‘HANARO ETF Megatrend Guidebook’, which includes analyses on each theme, an overview of the optimized HANARO ETF, and its constituent stocks.
The More Successful Kosdaq Active ETFs Become, the More Positive for Robotics StocksThe domestic Kosdaq active ETFs are likely to benefit the highly Kosdaq-weighted robotics market as they become more successful, according to securities analysts. On the 24th, Lee Sang-soo, a research analyst for automobiles and robotics at iM Securities, stated, "Since the 10th, major domestic Kosdaq active ETFs have set their benchmark to the 'Kosdaq Composite Index' rather than the 'Kosdaq 150'." He added, "Robotics companies like Cimes and Korea PIM, which were previously overlooked by existing active ETFs because they were not included in the Kosdaq 150 Index, could be included this time." The researcher noted, due to the 'active' nature.
NH Amundi Publishes 'HANARO ETF Megatrend Guidebook' - edaily.co.krNH Amundi Asset Management announced on the 24th that it has published the 'HANARO ETF Megatrend Guidebook' for individual investors looking to invest in megatrend themes expected to see mid-to-long-term growth. (Source: NH Amundi Asset Management) The company identifies four major megatrends driving structural change: △Artificial Intelligence (AI) △Cor...
Global Supply Chain Reorganization 'K-Lead' Highlighted… 'PLUS K Manufacturing Key Companies Active ETF' ListedHanwha Asset Management announced on the 24th that it will newly list the ‘PLUS K Manufacturing Key Companies Active’ exchange-traded fund (ETF). (Provided by Hanwha Asset Management) The PLUS K Manufacturing Key Companies Active ETF has emerged as a key axis of global supply chain reorganization amidst the US-China hegemony competition and Middle East geopolitical risks, highlighting major ...