Analysis of Trump's Tariff Policies and Impact on ETF Markets
Recent developments in tariffs imposed by President Trump, coupled with domestic and global stock market changes, have significantly impacted the ETF market. The 'Financial Spoon' corner on 'Chosun Ilbo Money' highlights that ETFs like SPY and XLE present buying opportunities due to low stock market valuations. SPY is seen as a promising investment aligned with U.S. economic recovery policies, while the energy-related ETF XLE benefits from advances and governmental support in the energy industry.
Investors in domestic exchange-traded funds have faced losses due to the global 'tariff war'. There has been a notable decline in assets for major ETFs like 'TIGER U.S. S&P 500' and 'TIGER U.S. NASDAQ 100', prompting a need for caution regarding divergences between real-time iNAV and execution prices.
Active ETFs listed in Korea have also suffered considerable losses due to the decline in U.S. tech stocks caused by Trump's tariffs. The average decline was around 10%, with some leveraged products falling over 20%. In response, asset management firms are employing various strategies to adjust portfolios to minimize losses.
Lastly, individual investors, often referred to as 'Seohak ants', purchased over $547.76 million in the U.S. stock market just before Trump's tariff announcements, yet faced substantial losses after the market downturn. Their investments focused on leveraged ETFs like SOXL and TQQQ and companies like Nvidia and Tesla. Attempts to additionally invest in high-dividend stocks and gold did not prevent losses either.
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Believing in US Stocks Led to Wailing... Investment in SOXL Right Before Panic Sell-Off, Halved in 2 Days [Seohak Pick] - Money TodaySeohak ants showed a net purchase of over $500 million in the US stock market right before a stock price plummet triggered by US President Donald Trump's reciprocal tariff announcement. The net purchased items included semiconductor stocks and triple leverage Nasdaq 100 Index ETFs, as well as highly volatile stocks like Nvidia and Tesla. It appears that Seohak ants are suffering significant losses described as wailing. According to the Korea Securities Depository, Seohak ants...
Trusted US stocks to their dismay... Invested in SOXL just before panic sell, halved in 2 days [Seohak Pick] - Money TodayJust before the stock market crash due to US President Donald Trump's tariff announcements, retail investors in Korea made net purchases exceeding $500 million on the US stock market. The stocks purchased included semiconductor shares and triple leveraged ETFs (Exchange Traded Funds) of the Nasdaq 100 index, as well as big falling stocks like NVIDIA and Tesla, leading to significant losses for these investors, figuratively described as 'wailing'. According to the Korea Securities Depository, these investors...
Nasdaq Drops 10% in Two Days... US Tech Stock ETFs Also Hit Hard - Money TodayDue to tariff impacts from US President Donald Trump, US tech stocks have plummeted across the board, causing related ETFs listed on the domestic stock market to also plunge. The damage was worse for leveraged products. Asset management companies are making efforts such as adjusting portfolio proportions or increasing safe assets to at least prevent damage to actively managed funds, which allow managers to respond more proactively.
US Stock Market Plummets, $4.3 Trillion Vanishes from Domestic Listed ETF's Net Assets in One Day - Digital TimesAmid the global 'tariff war', investments in US key indexes via domestic Exchange Traded Funds (ETFs) face challenges as...
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US Stock Market Plunge... Domestic Listed ETF's Net Assets Plummet by 4.3 Trillion in One Day - SBS Biz[On the 7th, dealers are working at the dealing room of Hana Bank's headquarters in Jung-gu, Seoul. (Photo = Yonhap News)] The global 'tariff war' that has struck the world financial markets is also affecting 'Seohak Ants' who have invested in major US indices through domestic listed ETFs. As of the closing price on the 4th, the net assets of approximately 960 listed ETFs…
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조선일보2025 4月 06
Which U.S. ETFs are Promising in the Trump 2.0 Era? - Chosun IlboAnalyzing promising U.S. ETFs in the Trump 2.0 era by Chosun Ilbo Money. The stock market and even the virtual asset market are weak due to President Trump's tariff impositions and subsidies withdrawal. In today's difficult investment environment, the 'Money Spoon' segment of YouTube Chosun Ilbo Money explores strategies in the Trump 2nd term.