2025 H1 ETF Performance Review: Defense Industry Up, Tech Stocks Down
In the first half of 2025, ETFs investing in the defense sector and the Hanwha Group recorded outstanding returns, drawing significant attention in the market. The shipbuilding sector also demonstrated solid performance, contributing positively to the overall industry outlook. Analysts attribute this robust performance to former President Trump's tariff and energy policies, which favored the defense sector.
Conversely, ETFs investing in U.S. big tech, semiconductor, and secondary battery industries showed underwhelming results. The trade tensions between the U.S. and China are cited as major factors behind this lackluster performance, with Trump's tariff policies playing a significant role. Considering the valuation pressures on defense stocks and the ongoing U.S.-China trade conflict, experts recommend a defensive investment strategy. This advice holds considerable implications for investors seeking safer investment havens compared to high-risk industries.
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