Korea’s ETF Landscape Shifts: Focus on Manufacturing and KOSDAQ Innovation
Hanwha Asset Management has launched the 'PLUS K Manufacturing Core Active' ETF, strategically targeting Korean manufacturing companies poised for structural growth in line with AI trends and global supply chain realignment. The ETF emphasizes AI hardware power and national strategic industries, with core investments in semiconductors, electric equipment, and nuclear energy, while its portfolio strategy distinguishes between core long-term holdings and growth-oriented beneficiaries of industry shifts. This move positions Korean firms as anticipated winners amid the U.S.-led shift in global supply chains, illustrating a broader asset management pivot to counter global risks.
Meanwhile, domestic stock markets remain robust, buoyed by improved earnings at blue-chip companies like Samsung Electronics and SK Hynix, and the KOSDAQ segment is seeing the emergence of new active ETFs that focus on small and mid-sized technology-driven growth enterprises. Although KOSDAQ investments have historically faced information and access barriers, increased interest from securities firms and asset managers, alongside the government’s tighter delisting regulations, are expected to enhance market credibility. These institutional and policy initiatives collectively signal wider opportunities and a more inviting environment for individual investors.
Related News
A New World Opens [Jeong Myeong-jae's Unique Asset Management] - Seoul Economic DailySince last year, the domestic stock market has been characterized by a KOSPI-centric bull market. This was thanks to the sharply improved profits of Samsung Electronics and SK Hynix, known as the two giants of KOSPI. Amid the upward flow of KOSPI, the KOSDAQ Active ETF was launched on March 10. Launched during the KOSPI-driven rise, the KOSDAQ active
Beyond AI to Power, Defense, and Shipbuilding... Active ETF Embracing 'Korean Manufacturing' Launches [ETF Unboxing] - edaily.co.krIn alignment with the expansion of AI investment and the global supply chain restructuring trend, an active exchange-traded fund (ETF) that invests across the Korean manufacturing sector, including semiconductors, power equipment, nuclear energy, defense, and shipbuilding, has been launched. Instead of focusing on a single sector, it encompasses both AI infrastructure and national strategic industries to foster the structural growth of Korean manufacturing...