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Korea Investment Trust ETF Head Recommends Focus on AI Semiconductors, Shipbuilding, Defense

2026-08-13 20:19:41

According to an interview with Sidae media, Nam Yong-soo, head of the ETF division at Korea Investment Trust, recommended focusing investment on four sectors: AI semiconductors, shipbuilding, defense, and nuclear energy. Nam noted that despite July's market decline, the fundamentals of these industries remain intact, describing the downturn as temporary. He advised investors to maintain AI assets as a core holding and concentrate on Korean companies with future revenue visibility and substantial order backlogs, emphasizing consistent investment discipline over market timing.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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