Trends in the Korean ETF Market and Global Investment Strategy Shifts
The Korea Exchange has announced the listing of five new ETFs from Shinhan, Hanwha, Mirae Asset, and Samsung Asset Management. These ETFs focus on nuclear energy and U.S. technology stocks and bonds, each priced at 10,000 won per share. The introduction of these products is expected to enhance accessibility to Korean nuclear and U.S. stock and bond markets.
Shinhan Asset Management maintains a dominant position in the shipbuilding ETF market, leading in both asset size and yield performance. Their net asset value is more than three times that of Mirae Asset, underscoring Shinhan's strong market position. Conversely, Samsung Asset Management's active funds are not gaining significant market traction, suggesting a need for strategic reevaluation.
With a high probability of U.S. interest rate cuts, global investors are advised to formulate strategies to counter dollar weakness. Expansion into emerging markets and adjusting dollar asset allocations is deemed necessary. The recent outperformance of the Nasdaq Active ETF further highlights the focus on tech sector investments. Additionally, the Korea Exchange's plans to launch defense and shipbuilding sector ETF futures will improve access to Asian-themed investments.
In the domestic ETF market, competition among asset management firms is heavily influenced by 'captive funds'. The strategy of expanding scale through funds from parent and affiliate companies is prominent, leading concerns about market distortion. While it could drive short-term market growth, there are concerns about its long-term impact on investor convenience and product diversity.
Related ETF
Related News
'Domestic Nuclear Companies' Investment ETFs and 5 Types to be Newly Listed on the 19th - SBS BizThe Korea Exchange announced today (14th) that five Exchange Traded Funds (ETFs) issued by Shinhan, Hanwha, Mirae Asset, and Samsung Asset Management will be listed on the stock market on the 19th. Shinhan Asset Management's 'SOL Korean Nuclear SMR' is a passive investment product focusing on domestic nuclear and SMR (Small Modular Reactor) industry-related companies. The market capitalization is less than 300 billion KRW, and…
Related ETF
94% of Wall Street 'Interest Rates Will Fall in September'... 'Leverage Also Overcome' Nasdaq Active ETF 'High March' [AI Prism*Global Investor News] - Seoul EconomyEconomy·Finance > Economic Trend News: ▲ AI Prism* Customized Economic Briefing * Editor's Note: 'AI PRISM' (Personalized Report & Insight Summarizing Media) is Korean media...
Parent Company Financial Strength = ETF Competitiveness? Intensified Captive Support Competition in the Asset Management Industry - Invest ChosunParent Company Financial Strength = ETF Competitiveness? Intensified Captive Support Competition in the Asset Management Industry - Invest Chosun
딜사이트2025 8月 13
[ETF Matchup] Shipbuilding ETF League… Shinhan 1.345 Trillion vs Samsung 550 Billion - Deal SiteIn a four-way competition, Shinhan SOL achieves triple crown in net assets, fund inflows, and returns… Samsung KODEX Active completely defeated