Asset Managers Pitch Semiconductor, Dividend ETFs for Chuseok | September 24 2026 | Securities Daily - 동영상 Dailymotion

Seoul Economic Daily

Korea's top asset managers just released their holiday ETF picks, and semiconductor funds are leading the pack. Five major asset managers recommended Chuseok-season ETFs, led by a KODEX global AI-semiconductor futures fund with an 11.05% recent return, alongside steadier options like an ACE US Dow dividend ETF returning 1.87%. Minors now account for 8.6% of newly opened brokerage accounts this year, a sharp increase from prior levels. Separately, roughly one in six recent corporate bond issues qualifies as an "over-issuance," raising fresh questions about bond market discipline. Together, the stories capture both growing retail risk appetite and emerging concerns in Korea's debt markets.  Sources: - Asset Managers Recommend Semiconductor, Dividend ETFs for Chuseok — Seoul Economic Daily, September 24, 2026 - One in Six Recent Corporate Bonds Flagged as "Over-Issuance" — Seoul Economic Daily, September 24, 2026  About AI PRISM: AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.  Tags: #ETF #Semiconductors #DividendETF #KoreaMarkets #CorporateBonds #KOSPI #AIPRISM #SeoulEconomicDaily #WANIFRA

Transcript

00:02It's Thursday, September 24. Here's what investors are watching in Korea today.

00:08Asset managers are pitching semiconductor and dividend ETFs for Chuseok bonus money.

00:14One AI Semiconductor Futures Fund has returned 11.05% recently.

00:20A U.S. dividend-focused ETF has returned 1.87% over the same window.

00:27Five major asset managers released their top holiday season ETF picks this week.

00:33The recommendations span both high-growth semiconductor plays and steadier dividend income funds.

00:39Miners' brokerage account openings are also climbing sharply this year.

00:44Here's what the numbers show.

00:4611.05%, that's the recent return on a Codex Global AI Semiconductor Futures ETF,

00:53the strongest pick among the five managers surveyed.

00:57An ACE U.S. Dow Dividend ETF returned 1.87% over the same period, offering a steadier alternative.

01:06Miners now account for 8.6% of newly opened brokerage accounts this year, a sharp jump from prior levels.

01:15Separately, roughly one in six recent corporate bond issues qualifies as an over-issuance,

01:21raising fresh questions about bond market discipline.

01:24So what does this mean for global market followers?

01:28Earlier, we said a Codex AI Semiconductor ETF posted an 11.05% return,

01:35the top holiday pick among major managers.

01:38Here's what that actually means for you.

01:40Korean retail investors are increasingly barbelling between high-growth chip exposure

01:46and steady dividend income ahead of the holiday, a pattern worth watching into year-end.

01:52The rising share of miners' opening accounts also signals retail participation broadening further down the age curve.

02:00Chewsock period fund flow data as retail investors deploy holiday bonus money.

02:06Minor brokerage account growth trends through year-end.

02:10Regulatory scrutiny of corporate bond over-issuance practices.

02:15That's today's AI Prism Securities Daily.

02:18This episode was produced with AI Assistants based on Seoul Economic Daily reporting and reviewed by a human editor.

02:26AI Prism is a WANIFRA award-winning series.

02:29We'll be back tomorrow.

02:31We'll be back tomorrow.

02:31Let's go.

02:33We'll be back tomorrow.

Asset Managers Pitch Semiconductor, Dividend ETFs for Chuseok | September 24 2026 | Securities Daily

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