00:00if you hold korean etfs the latest numbers matter more than you think total assets fell back below four hundred
00:06trillion one retirement pension investors are shifting toward u s index funds and tech stocks are taking the hit here's
00:14what the numbers show
00:15and what you should be watching korea's etf market fell back to about 392 trillion one in assets as of
00:22november 6th down from over 500 trillion one in may that's the first time since july that the total dropped
00:29below 400 trillion let's look at what this means for retail investors in korea assets in korean etfs first crossed
00:37300 trillion one in january they then passed 500 trillion in late may before the sharp sell-off sent them
00:44back down
00:44the drop follows a broad correction in chip stocks the cosby fell more than five percent on both november 5th
00:51and 6th samsung electronics dropped 7.57 percent and 6.35 percent on those two days scup hynix fell 9
01:00.46 and 10.44 percent over the same period funds heavy in these names lost value fast retirement pension investors
01:09are reacting in the past month none of the top three products bought by investors in their 20s
01:1420s through 60s were domestic index funds or chip related etfs instead u.s index funds took the lead codex
01:22u.s s&p 500 codex u.s nasdaq 100 and tiger u.s s&p 500 ranked as the
01:30most purchased products across most age groups those who bought codex semiconductor in june have seen the price roughly half
01:37in about four months for investors who held it through their pension accounts that means a paper loss of around
01:43half their invested
01:44capital even u.s index funds are not a safe harbor artificial intelligence spending worries are weighing on american tech
01:51stocks after the midterm elections s&p 500 and nasdaq 100 etfs are exposed to large cap tech declines and
02:00currency moves so what does this mean for retail investors with etf exposure the most important thing to know is
02:06that your portfolio's concentration
02:08in chip stocks is now the main source of volatility earlier we set the shift to u.s funds reflects
02:14a search for lower volatility here's what that actually means for you diversification across markets matters but it does not
02:21eliminate short-term paper losses keep a clear view of your holdings and avoid making decisions based only on recent
02:28price moves here's what to watch in the coming weeks first whether investors continue moving money out of chip heavy
02:35etfs
02:35second the trend in kospi foreign flows third whether u.s tech stocks stabilize after the midterm driven sell-off
02:44that's today's ai prism retail investors this episode was produced with ai assistance based on sole economic daily reporting ai
02:53prism is a juan ifra award-winning series we'll be back tomorrow
02:57for you
