Korean ETF Market Accelerates Growth, Led by AI and Semiconductors
Recently, the Korean ETF market has seen robust activity, with new fund launches and strong inflows centered on future growth sectors like artificial intelligence (AI) and semiconductors. Mirae Asset Global Investments launched the 'TIGER KOSDAQ Active ETF,' employing an active strategy to invest in leading and growth stocks within sectors such as AI, semiconductors, and biotechnology. This ETF stands out for its dynamic weighting approach, investing in 60–90 different stocks to achieve both risk management and portfolio stability. The government's new industry support policies and the global focus on AI investment have become key drivers for these ETFs.
Meanwhile, KB Asset Management's 'RISE Samsung Electronics SK hynix Bond Hybrid 50' ETF surpassed 3 trillion KRW in net assets just three months after launch, reflecting strong investor interest in portfolios combining leading semiconductor stocks with high-grade bonds. The 'RISE Network Infrastructure' ETF, focused on AI infrastructure and telecom equipment, delivered a remarkable 37% return in the past month. Leveraged single-stock ETFs, especially those related to AI and semiconductors, have also posted high returns and are emerging as market leaders.
Additional tailwinds include positive developments such as global tech giants’ IPOs, rising industry synergies, and visits from influential figures like Nvidia CEO Jensen Huang. While capital has flowed into semiconductor and AI infrastructure ETFs, some funds have redirected to realize profits amid the rally. Overall, structural growth in the ETF market continues, driven by high investor demand for sectors with strong long-term prospects like AI, semiconductors, and network infrastructure.
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