Hanwha Asset Management Introduces Three '30-Year Long-Term Thematic' Investment Products

Choi Youngjin CMO: "We Must Not Miss the Opportunity of Global Supply Chain Restructuring"
PLUS K-Defense, PLUS K-Defense Materials, Parts and Equipment, Hanwha K-Defense Shipbuilding Nuclear Power?Three New Products
Mid- to Long-Term Growth Momentum... PLUS K-Defense Leverage Launch on September 30

On September 23, Hanwha Asset Management introduced three long-term thematic investment products focused on 30 years of global supply chain restructuring: the PLUS K-Defense ETF, the PLUS K-Defense Materials, Parts and Equipment ETF, and the Hanwha K-Defense Shipbuilding Nuclear Power Fund.

Choi Youngjin, Chief Marketing Officer (CMO) of Hanwha Asset Management, stated, "Decisive investment opportunities arise when the international order is being restructured," adding, "Conflicts continue to persist in various parts of the world." He continued, "The competition for hegemony between the United States and China has only just begun," and diagnosed, "This era of conflict and disputes is becoming the 'global new normal' and is expected to last for at least the next 20 to 30 years."

On September 3, during China's Victory Day celebrations, the appearance of the leaders of China, Russia, and North Korea together on the Tiananmen Gate was a symbolic demonstration of the 'anti-Western' bloc and an event that signaled the transition to a New Cold War system.

In this global New Cold War structure, defense, shipbuilding, and nuclear power are not just industries but strategic sectors that simultaneously support national security, energy, and economic order. South Korea has not only secured global competitiveness in defense but is also emerging as a key player in the global supply chain for shipbuilding and nuclear power.

Choi Youngjin emphasized, "The K-defense, shipbuilding, and nuclear power industries, which are structurally benefiting from these changes, are essential long-term assets that must be included in portfolios for the coming decades, as they are closely linked to the global New Cold War structure." He added, "We must not miss the opportunities presented by the global supply chain restructuring triggered by structural changes in the international order."

Hanwha Asset Management's defense series directly reflects the structural growth momentum of these Korean strategic industries and serves as an investment alternative designed to respond to mid- to long-term paradigm shifts.

The PLUS K-Defense ETF is expected to benefit from the global increase in defense spending driven by geopolitical conflicts and competition for hegemony among nations. Experts explain that, with fast delivery, high productivity, and strong cost competitiveness, South Korea occupies an irreplaceable position as a country capable of meeting the rapidly increasing demand for weapons in the liberal bloc.

Investing in the PLUS K-Defense Materials, Parts and Equipment ETF allows the portfolio to be expanded to include companies specializing in defense industry materials, parts, and equipment. Investors can benefit from the trickle-down effects of orders received by major system integrators, and substantial growth is also expected as a result of the localization of parts and the expansion of direct exports.

The Hanwha K-Defense Shipbuilding Nuclear Power Fund is designed to provide broad exposure to the structural benefits arising from the U.S.-China hegemony competition by diversifying investments across the three major industries of defense, shipbuilding, and nuclear power. As the United States seeks to rebuild its domestic shipbuilding and nuclear power value chains in response to China's market dominance, the K-shipbuilding and nuclear power industries are expected to benefit.

Hanwha Asset Management was the first in the industry to launch a defense-themed ETF, the PLUS K-Defense ETF, leading the market. The company proactively identified the growth potential of the global defense industry and the U.S.-China hegemony war that intensified after the election of U.S. President Trump, and subsequently expanded its lineup with related products such as the PLUS Global Defense ETF and the PLUS Hanwha Group Stocks ETF.

This year, Hanwha Asset Management provided the K-Defense Index to the KDEF ETF by U.S.-based ETC. Currently, the KDEF ETF manages $55 million in assets. Recently, the company has continued to expand investment opportunities across the defense industry and its ecosystem by launching the Hanwha K-Defense Shipbuilding Nuclear Power Fund and the PLUS K-Defense Materials, Parts and Equipment ETF. On September 30, the company will launch the PLUS K-Defense Leverage ETF.

This content was produced with the assistance of AI translation services.