Key Industries and ETF Strategies at Home and Abroad
Last year's bullish stock market in Korea has fueled the growth of the ETF market. This year, major asset management firms recommend investing in ETFs related to the semiconductor, artificial intelligence (AI), and robotics industries, predicting their growth potential. Companies like Samsung Electronics and Hynix are drawing particular attention due to their semiconductor links. Additionally, supported by government policies, the robotics industry is projected to grow, and ETFs in this sector are also being suggested.
Shinhan Asset Management, in its 2026 market outlook, underscores the importance of structural growth focusing on ETF and TDF-based asset allocation products. With an expected increase in indirect investments by individual investors and the inflow of pension funds, AI and tech-focused ETF strategies are likely to gain prominence. In 2025, domestic equity funds and commodity funds excelled, and this trend is anticipated to continue into 2026.
In international markets, ETFs related to AI, energy, and Chinese platforms are gaining traction. AI and big tech-related products such as 'Vanguard Mega Cap Growth' (MGK), 'Global X Artificial Intelligence & Technology' (AIQ), and 'Global X Robotics & Artificial Intelligence' (BOTZ) are particularly recommended. In the commodities and energy sectors, 'Global Copper Miners ETF (COPX)' and 'Global X Uranium ETF (URA)' are highlighted. Meanwhile, for the Chinese platform and biotech sectors, 'KraneShares CSI China Internet ETF' (KWEB) is presented as an alternative.
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