Trade Policy and ETFs: At the Core of Global Economic Change
The U.S.-initiated trade war and the policies of President Trump have driven the dollar-won exchange rate to its highest level in 16 years. In this scenario, individual investors are eyeing currency-hedged ETFs as a shield against potential currency depreciation. Experts suggest that amidst the dollar's strength and exchange rate volatility, investors should adopt a cautious strategy.
Moreover, tariff policies have a potentially positive impact on stocks related to robotics and artificial intelligence (AI). With the possibility of factories relocating to the U.S., investments related to smart factory ETFs are gaining attention. Coupled with the surge in the New York stock market, the potential shift of global companies' production plants to the U.S. offers significant economic opportunities.
Samsung Asset Management, KB Asset Management, and Hanwha Asset Management are launching new ETFs centered on humanoid robots. Passive ETFs are targeting U.S. humanoid robot companies, while active ETFs focus on global companies, inviting investor participation. The launch of these ETFs aims to bolster competitiveness in the thematic investment product market.
Additionally, in response to the shifts towards smart factories in the U.S., ETFs such as ROBO, BOTZ, ARKO, XLI, PAVE, and IFRA are gaining traction. From a long-term investment perspective, the need to invest in AI and robotics technology companies is emphasized, and this trend is likely to require continuous attention amid global economic changes.
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