NH-Amundi Asset Management Publishes "HANARO ETF Megatrend Guidebook"

Four Major ETF Themes Highlighted
Investment Strategies for HANARO ETFs by Theme

NH-Amundi Asset Management announced on March 24 that it has published the "HANARO ETF Megatrend Guidebook" for individual investors.

The guidebook presents four major megatrends currently driving structural changes: ▲Artificial Intelligence (AI), ▲Korea Rerating, ▲K-Trend, and ▲Geopolitical Upheaval. It includes analysis of each theme, an overview of the HANARO ETFs optimized for each theme, and information essential for making practical investment decisions, such as the composition of underlying stocks.

For the AI theme, the guidebook highlights the development stages of artificial intelligence, from generative AI to agentic AI and physical AI. For investors seeking to respond flexibly to the evolution of AI, it recommends HANARO Global Physical AI Active and HANARO Global Generative AI Active, both actively managed ETFs where portfolio managers directly select the underlying stocks.

For those interested in the semiconductor industry, the guidebook suggests considering HANARO Fn K-Semiconductor and HANARO Semiconductor Core Process Leaders. For investors focusing on the energy infrastructure sector, which is expected to benefit from growing AI demand, it advises looking into HANARO Nuclear Power iSelect, HANARO Power Equipment Investment, and HANARO CAPEX Facility Investment.

Under the Korea Rerating theme, the guidebook focuses on the structural revaluation of the Korean stock market, which is accelerating due to revisions to the Commercial Act and improvements in capital market systems. It introduces investment strategies utilizing HANARO Securities High Dividend TOP3 Plus and HANARO K High Dividend.

For the K-Trend theme, the guidebook notes the global expansion of Korean cultural content and the resulting revaluation of related companies. It highlights products such as HANARO Fn K-POP & Media, HANARO K-Beauty, and HANARO Fn K-Food to capture these opportunities.

Regarding the Geopolitical Upheaval theme, the guidebook analyzes investment opportunities arising from escalating U.S.-China rivalry, de-dollarization, and European rearmament, all of which are reshaping the global security order. It recommends HANARO Global Gold Mining Companies to address increasing gold demand amid rising uncertainty, and HANARO European Defense for investors aiming to benefit from the expansion of Europe's independent defense industry.

Kim Seungcheol, Head of ETF Investment at NH-Amundi Asset Management, stated, "This guidebook was prepared to help investors identify themes with long-term growth engines in a complex market environment and construct ETF portfolios suited to their needs." He added, "We will strive to ensure that investors are not swayed by short-term market fluctuations and can reap the rewards of long-term, structural growth."

The Megatrend Guidebook is available on the HANARO ETF website.

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