00:02Money's fleeing volatility.
00:05Parking and dividend ETFs just pulled in a fund rush.
00:09Last year's top quantum computing ETF has crashed,
00:13while a rival strategy is soaring.
00:17Korea's top financial CEOs are heading to Japan
00:20to study the value-up playbook.
00:23Retail investors just quadrupled their bets on U.S. stocks this month.
00:28It's Monday, July 27th.
00:32Here's what investors are watching in Korea today.
00:36Investors are bracing for more volatility
00:38as global rate uncertainty persists.
00:42That's pushing money into defensive, income-generating products,
00:46even as speculative themes diverge sharply.
00:49Meanwhile, Korean financial leaders and retail traders
00:53are both looking abroad for their next move.
00:56Here's what the numbers show.
00:59Parking and dividend ETFs pulled in more than 300 billion won,
01:04roughly $216 million, over just five trading days.
01:10Quantum computing ETFs, branded Sol and Plus,
01:15lost between 24% and 32% over the past year,
01:20dragged down by broad-basket exposure to unproven names.
01:24RISE's U.S. quantum computing fund gained 21.4%,
01:31and Kiwum's venture-focused quantum fund rose 20.0%,
01:36both concentrated in fewer, more established players.
01:41Major securities and insurance CEOs will travel to Japan
01:45starting July 11th to study Tokyo's Value Up program,
01:50a trip that could shape Korea's own governance push this year.
01:55Korean retail investors quadrupled their net buying of U.S. stocks this month,
02:01led by three times leveraged semiconductor ETFs.
02:05So what does this mean for retail investors and market watchers in Korea?
02:11Earlier, we said money is fleeing volatility into parking and dividend ETFs.
02:17That shift shows Korean investors expect near-term turbulence rather than a sustained rally.
02:24The quantum ETF split is a warning that broad, thematic baskets can underperform sharply once a sector matures,
02:33and that investors are rewarding concentrated, fundamentals-driven picks instead.
02:39And with Korean CEOs studying Japan's playbook while retail money pours into U.S. chips,
02:47capital is flowing both toward governance reform at home and toward growth abroad.
02:53That's today's AI Prism, Securities Daily.
02:58This episode was produced with AI assistance based on Seoul Economic Daily reporting
03:05and reviewed by a human editor.
03:08AI Prism is a Juan Ifra Award-winning series.
03:13We'll be back tomorrow.
