Rise in KOSDAQ and ETF Market Dynamics and Government Policy Changes
Since the beginning of the year, the KOSDAQ index has seen a significant rise, reaching 1164.41, with the ETF market also experiencing heightened activity. Notable KOSDAQ-related ETF products such as 'KODEX KOSDAQ 150' and 'KODEX KOSDAQ 150 Leverage' have recorded transaction volumes of KRW 10.7274 trillion and KRW 11.2740 trillion, respectively. This is largely influenced by the financial authorities considering the introduction of a 3x leveraged ETF and possibly easing constituent restrictions.
Both institutional and individual investors are heavily investing in KOSDAQ and related ETFs, which raises concerns of market overheating. Particularly, the increasing purchases by individual investors in KOSDAQ150 ETFs and KOSDAQ venture funds contribute to the speculation of the index possibly reaching up to 1500 in the future.
Despite limitations in launching various ETF products, post-government activation policies have led to a flow of capital into the KOSDAQ market, with discussions in academia and industry about the potential introduction of sector-specific ETFs. However, structural market limitations continue to pose challenges for asset managers in developing new domestic sector ETFs.
Meanwhile, the KOSPI index's over 20% surge this year has led KOSPI200 tracking ETFs to surpass S&P500 tracking ETFs, with KODEX 200 ETF assets amounting to KRW 14.3937 trillion, claiming the top market position. The market capitalization of the Korean stock market has also exceeded that of the German stock market, reaching the 10th position globally.
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매일일보2026 1月 29
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