South Korea's ETF Market Hits 513 Trillion Won, Up 72% in H1 2026; Analysts Shift to Diversified Strategy for H2

According to Guru Club, South Korea's exchange-traded fund (ETF) market reached 513 trillion won in net assets by June 2026, surging 72% from end-2025, with equity ETFs jumping 165% to 254.8 trillion won. However, analysts recommend shifting from concentrated semiconductor bets to diversified portfolios in the second half, combining offensive positions in AI chipmaking equipment, data center infrastructure, and software solutions with defensive covered-call strategies and mixed-asset ETFs to manage rising volatility amid macro uncertainties including potential Fed rate hikes and profit concerns at major tech firms.
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