'Missed the rally?' Experts say KOSPI 200 ETFs are the answer

As Samsung Electronics and SK Hynix lead a rally on the domestic stock market, a growing sense of FOMO — fear of missing out — is spreading among retail investors. Experts say the better move is not to chase individual stocks late but to invest through KOSPI 200 exchange-traded funds.

Choi Chang-gyu, head of the ETF division at Mirae Asset Global Investments, appeared on YTN Radio on Friday and said the KOSPI 200 is one of the most semiconductor-heavy financial products available. "It doesn't carry the word 'semiconductor' in its name, but it includes Samsung Electronics, SK Hynix, SK Square, Samsung Electro-Mechanics and LG Innotek," he said.

Choi said that when Samsung Electronics, SK Hynix and SK Square are combined, roughly 60 to 70 percent of the index is concentrated in semiconductors. "If you don't hold any semiconductor stocks and think SK Hynix is too expensive to buy directly, or that Samsung Electronics has already risen too much, just invest in a KOSPI 200 ETF without overthinking it," he said.

He added that any ETF with "200" in its name tracks the KOSPI 200. "I think investing even a small amount in a KOSPI 200 ETF is the best option," he said.

Choi also noted that SpaceX, the aerospace company that had drawn strong interest from global investors, has been overshadowed by the semiconductor surge. SpaceX shares closed at $184.98 on Thursday, down 3.6 percent from the previous session — a second consecutive day of declines that has effectively wiped out average investor gains.

"SpaceX has been buried by chipmakers Micron Technology and Nvidia," he said. "It is being overshadowed by semiconductors right now, but it will soon be added to the Nasdaq 100 ETF, and there are pending inclusion issues for MSCI ETFs and Russell ETFs as well, so I expect a positive trend from a share price perspective."

Looking beyond semiconductors, Choi identified AI data center power infrastructure as the next promising sector to watch.

"I think investors need to pay particular attention to power equipment," he said. "There are products out there under the name 'power equipment,' but ultimately it all comes down to infrastructure."

He added that data centers require cooling systems and that optical communications is another area worth watching. "You may be focused on Samsung Electronics and SK Hynix, but this market is growing. I recommend paying more attention to the infrastructure tied to it," he said.

Market observers note that while the semiconductor-led rally has continued, investors would benefit from broadening their view beyond specific stocks to the wider related industries. As AI data center expansion accelerates, the growth potential of power equipment, cooling systems and optical communications is increasing — and some analysts suggest investment flows could gradually shift from semiconductors into infrastructure.

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https://biz.heraldcorp.com/article/10782302