Emerging Economic Power China and ETF Market Trends
As China intensifies its investment in semiconductor self-reliance and AI+ strategy, these efforts are also impacting the domestic ETF market. Notably, Mirae Asset's 'TIGER China Semiconductor FACTSET ETF' is gaining interest. This ETF includes companies across China's semiconductor industry, and its recent performance has been on the rise, which has increased its popularity among individual investors.
Conversely, South Korea's battery industry shares are declining. The KODEX Secondary Battery Industry Leverage ETF has seen a sharp fall recently, and amid the growing emphasis on China's market competitiveness, China's secondary battery and electric vehicle ETFs have been performing well. China's leading battery company CATL has demonstrated impressive growth, leading South Korean asset managers to expand investment products centered on China.
Gold prices continue to break record highs, which also raises interest in gold ETFs. The weak dollar and the potential rate cuts by the U.S. Fed among other economic factors are impacting gold prices both directly and indirectly. Experts predict further increases in gold prices, and the major ETFs in the market include the KRX Gold Cash ETF and KODEX Gold Active ETF.
Finally, Kiwoon Investment Asset Management launched the 'KIWOOM Korean High Dividend & US AI Tech ETF', combining domestic high dividend stocks and U.S. AI tech stocks. This ETF aims simultaneously for dividend growth and tax savings through rebalancing strategies. Meanwhile, Mirae Asset has launched the 'TIGER U.S. AI Software TOP4Plus ETF', focusing on American AI software firms with diversified investments in select influential companies like Palantir, Salesforce, and Snowflake.
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Thought I'd Make Money This Time... 'Secondary Battery' Bet Ended in 'Screams'Thought I'd make money this time... ended up screaming after betting on secondary batteries. Expected a rebound... shock from secondary battery ETFs. Recent ETF yield analysis shows KODEX Secondary Battery Leverage at 16%↓. All top 10 ETFs with big declines are K-Battery-related. It seems a rebound in Korean secondary batteries will take time. Chinese EV ETFs are steadily rising, with CATL surging over 70% in a year and ACE BYD Value Chain increasing 17% in a month.
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[Market+] Gold to reach $4000... Interest in ETFs if peak concerns arise - Business PlusGold prices are reaching record highs, continuously drawing investors' attention. This is a result of the dollar weakening, President Trump's push to dismiss a Fed governor, and Jerome Powell, Chairman of the Federal Reserve, hinting at the possibility of monetary easing, with added expectations of rate cuts. Experts suggest the possibility of surpassing $4000 per ounce. Given the high level of concern about the peak, investors should consider ETFs related to gold. On the 2nd (local time) at the New York Commodity Exchange, the price of near-month gold futures rose by 2.16% ($76.10) to $3592.2 per ounce, marking an all-time high.
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TIGER US AI Software TOP4Plus to Launch on September 9 [ETF Launch] - Smart TodaySmart Today = Reporter Kim Jong-hyun | Mirae Asset Management is set to release an ETF that focuses on investing in US AI software companies. This ETF will concentrate its investments on four rapidly emerging US AI software companies, with the heaviest weighting on Palantir, considered the most promising among them.
Kiwoom Asset Management Lists New KIWOOM Korea High Dividend & US AI Tech ETFKiwoom Asset Management announced on the 2nd the new listing of the KIWOOM Korea High Dividend & US AI Tech ETF (Exchange Traded Fund). This product seeks to simultaneously pursue the stability of domestic high dividend stocks and the growth potential of US AI (artificial intelligence) tech stocks. It is a monthly dividend ETF that pays distributions at the end of each month. KIWOOM Korea High Dividend & US AI Tech combines a fixed allocation of the Top 15 domestic high dividend index (70%) and the US AI Tech Top 10 index (30%) for investment. The domestic high dividend index is composed of the top 15 stocks with high dividend yields among companies that have consistently paid dividends for five consecutive years and have been profitable for two consecutive years.
From Cambricon to SMIC and Naura…‘TIGER China Semiconductor FACTSET’, Investment in Key Chinese Semiconductor Companies - Financial NewsIn the global semiconductor market, China's movement towards technological self-reliance is becoming more pronounced. With the strengthening of the ecosystem of Chinese companies in areas such as foundries, design, and equipment across the semiconductor industry, Chinese ETFs are drawing attention as an investment alternative for domestic investors. Currently, among the 48 Chinese investment ETFs listed domestically, China's semiconductor...
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