Emerging ETF Themes: Aerospace, Nuclear, and Export Industries Gain Attention
Hana Asset Management held a seminar on '2026 Survival Investment Strategies', highlighting next-generation thematic ETFs such as aerospace technology, physical silver, and Kospi active strategies. The '1Q US Aerospace Tech ETF' is noted as Korea’s largest aerospace ETF and plans to immediately include SpaceX upon its IPO. Additionally, the forthcoming '1Q Silver Active ETF' will become Korea’s first physical silver ETF, also eligible for retirement pension accounts, which is anticipated to broaden the investor base. The '1Q 200 Active ETF' targets returns exceeding the Kospi200 with ultra-low fees, aiming for enhanced competitiveness.
With growing power demand due to AI proliferation, nuclear-related stocks are gaining momentum, but the commercialization of small modular reactors (SMR) is only expected after 2030, implying a lag in direct profit improvement. This gap has led to a focus on solar energy and energy storage systems (ESS), and a balanced portfolio across various power generation sectors is recommended. Adjusting allocations through ETFs is suggested as an effective investment strategy, allowing investors to diversify exposures to multiple themes.
Export industries have also emerged as a prominent ETF investment theme. Following Samsung Active Asset Management, Korea Investment Trust Management plans to list the ACE K Export Core TOP10 Industry Active ETF, selecting ten leading sectors among fourteen export-heavy industries such as semiconductors and shipbuilding. The ETF is designed to reflect Korea’s export-driven market structure and addresses the challenges of thematic investing by integrating comprehensive analysis of financials and market dominance in its constituent stock selection.
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Hana Asset Management to Hold '2026 Investment Strategy' Seminar on the 31st - Financial NewsHana Asset Management announced on the 19th that it will hold a seminar titled 'Survival Strategy for 2026 Investment: A.S.K!' for individual investors at 6 PM on the 31st at FKI Tower located in Yeouido, Yeongdeungpo-gu, Seoul. The total expense ratio is at an annual rate of 0.01%, the lowest among all domestic representative index ETFs listed domestically. Taewoo Kim...
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Hana Asset Management to Host Investment Strategy Seminar on Aerospace, Banks, and KOSPI Active Trading - Seoul Economic DailyHana Asset Management is hosting an offline seminar for general investors to present investment strategies for 2026. The seminar titled '2026 Investment Survival Strategy A.S.K!' will be held on the 31st of this month at 6 PM in the Grand Ballroom of the FKI Tower (formerly the Federation of Korean Industries building) in Yeouido, Seoul, as announced on the 19th.
딜사이트2026 3月 19
[ETF Unboxing] Hanwha Asset Management Takes on K-Export ETF Challenge… Two-way Battle with Samsung Active - DealSiteACE K-Export Core TOP10 Industry Active Set to Launch… Bet on a Research-Based Compressed Portfolio