ETF Market Analysis: Strong Performance in Defense and Internet ETFS

The recent escalation in military conflicts between Israel and Iran has led to a surge in the performance of domestic defense-related ETFs. Notably, the 'Mirae Asset TIGER KDefense & Space ETF' recorded a substantial gain of 17.43%, drawing significant attention from investors. Concurrently, the government's investment plans in the AI industry have positively influenced internet and software-related ETFs. The 'Mirae Asset TIGER Internet TOP10 ETF' achieved a return of 16.15%, signaling strong market interest.
In the broader market, government support for AI policies has enhanced investor sentiment, boosting the share prices of Naver and Kakao. As a result, the 'TIGER Internet TOP10' ETF has emerged as a leader in the domestic ETF market with an impressive 22.15% gain. This upward trend has also elevated the performance of other ETFs with significant holdings in these companies. Conversely, global bio-related ETFs have faced a decline due to former U.S. President Donald Trump's pharmaceutical tariff plans, unsettling investors in the sector. Additionally, energy-related ETFs have underperformed, failing to meet market expectations.
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