Strong Performance of US-Related ETFs and Rise in Semiconductor Fund Returns
In January, the expectation of Trump's second term inauguration led to a strong performance of US-related ETFs in the domestic market. Particularly, in line with expectations for a booming American economy, ETFs such as TIGER S&P500 and TIGER Nasdaq100 were among the main purchases. There was also a heightened interest in large-cap and AI-related ETFs. Additionally, new ETFs focusing on US dividend growth and small to medium manufacturing have been launched in the domestic market.
Meanwhile, despite market uncertainties regarding the launch of Trump's second administration, AI infrastructure investments had a positive impact. Following President Trump's announcement of a 718 trillion won AI infrastructure investment plan, the 'Mirae Asset TIGER Semiconductor TOP10 Leverage' ETF achieved an impressive 9.04% return. In contrast, the overall domestic equity funds showed a slightly negative return of -0.03%, reflecting the market volatility.
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