Trends and Strategies in the Global and Domestic ETF Markets

The domestic ETF market has surpassed a total net asset value of 180 trillion won, reflecting significant growth. Notably, semiconductor and AI-related ETFs achieved a robust return of 31.56%, gaining substantial attention. In the global arena, the Trump administration's announcement of a $720 billion AI infrastructure investment plan has piqued interest, with increased focus on related ETFs. These developments suggest a need to adjust asset allocation strategies and develop interest rate-sensitive bond investment tactics.
Meanwhile, financial markets are experiencing an easing trend, as seen with the decrease in savings bank mortgage rates to 5.35%. Nonetheless, concerns arise as the delinquency rate for personal business loans has reached its highest level in a decade, indicating growing real-economy risks. Investors would benefit from rigorous risk management strategies to mitigate these uncertainties.
Additionally, NH-Amundi Asset Management's HANARO Global Generative AI Active ETF posted over 90% returns last year, demonstrating strong performance. Projections for 2023-2024 anticipate the S&P 500 and NASDAQ ascending by 54% and 86%, respectively. Promising stocks such as Intuitive Surgical, TSMC, and Palantir Technologies are highlighted. This success is attributed to performance-based investment strategies in the AI industry and the active ETF’s flexibility in swiftly adapting to market changes.
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