Analysis of ETF Market Trends: Volatility in Copper and Defense Sectors
The domestic ETF market has recently witnessed a notable decline in copper-related products. This downturn is attributed to the strengthening of the US dollar and tariff actions negatively impacting the copper market. The ETFs 'KODEX Copper Futures (H)' and 'TIGER Copper Physical' have yielded returns of -24.11% and -4.45%, respectively, reflecting the challenging market environment. This decline mirrors reduced demand for copper and heightened market uncertainty.
In contrast, ETFs related to the shipbuilding and defense sectors are on an upward trajectory. Following the US-Korea trade negotiations, a partnership fund of $150 billion was established to support South Korea's shipbuilding industry, enhancing investment appeal in related ETF products. Despite the maintenance of high tariffs on steel products resulting in their decline, the defense sector's positive outlook is highlighted, creating new investment opportunities in the market.
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Mars Effect: Shipbuilding and Defense Sector ETFs Dominate Top Returns… AI Power Stocks Also Strong [ETF Square] - Financial NewsIn the domestic exchange-traded fund market, shipbuilding and defense-related ETFs swept the top ranks in returns. Five out of the top 10 ETFs by return rate were related to shipbuilding and defense. It is interpreted that the shipbuilding industry gained upward momentum from the South Korea-U.S. trade agreement concluded on the 1st, where it acted as a pivotal bargaining chip.
Exclusion of Tariffs and Strong Dollar Cause Domestic Copper ETFs to Cool Down - Seoul EconomySecurities > Domestic Stock Market News: The strong dollar and the U.S.' shift on copper tariffs are combining to cause widespread adjustments in domestic copper Exchange-Traded Fund (ETF) products. Refined copper is ...
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