Mirae Asset Global Investments announced on August 1 that it will introduce four TIGER ETFs related to shipbuilding, semiconductors, secondary batteries, and defense, which are expected to benefit from the conclusion of the Korea-US tariff negotiations, along with investment strategies utilizing these ETFs.
The TIGER Shipbuilding TOP10 ETF is expected to be the biggest beneficiary of the tariff agreement. This ETF focuses on leading companies in the domestic shipbuilding industry. According to the agreement, out of the total $350 billion Korea-US investment fund, $150 billion will be allocated to the "Korea-US Shipbuilding Cooperation Fund" and used for the shipbuilding industry. This is expected to have a positive impact across the entire shipbuilding ecosystem, including ship construction, MRO (maintenance, repair, and operations), and shipbuilding equipment, and is anticipated to further strengthen cooperation between the two countries in the shipbuilding sector.
The remaining $200 billion of the investment fund will be directed toward strategic industries such as semiconductors, batteries, bio, and nuclear power. Mirae Asset Global Investments highlighted the TIGER Fn Semiconductor TOP10 ETF and TIGER Secondary Battery Materials Fn ETF. Semiconductors and secondary batteries are particularly strong export sectors to the US, so domestic exporting companies are expected to benefit both directly and indirectly from reduced trade risks and eased tariff burdens. The TIGER Fn Semiconductor TOP10 ETF and TIGER Secondary Battery Materials Fn ETF invest in leading domestic semiconductor and secondary battery materials companies, respectively.
The agreement not only resolves uncertainties in Korea-US relations but also marks an opportunity to strengthen the strategic partnership. The outlook for the domestic defense industry has also improved. Public-private cooperation is expected to expand based on the new shipbuilding cooperation fund, and orders for defense-related ship block construction are anticipated to be placed earlier. The TIGER K-Defense & Aerospace ETF, which invests in leading companies in Korea's defense and aerospace industries, is expected to benefit from industry growth.
In connection with this agreement, Mirae Asset Global Investments has provided detailed information and investment strategies for the four TIGER ETFs expected to benefit, so that investors can proactively adjust their portfolios.
Lee Junghwan, Managing Director of ETF Management at Mirae Asset Global Investments, stated, "The conclusion of the Korea-US tariff negotiations is a positive turning point that alleviates uncertainties related to exports and tariffs." He added, "While we need to continue monitoring developments, as government-level cooperation in various strategic industries such as shipbuilding, semiconductors, secondary batteries, and bio becomes more active, investors can effectively access the benefits of these industries through TIGER ETFs."
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