ETF 투자의 새로운 트렌드, 금리와 채권이 주도


자금 몰리는 첫 주, 코스피 상승과 함께 주목받는 ETF 투자



ETF 시장, 새해 첫 주 금리·채권 투자 선호도 급증


2024년 첫 주, 상장지수펀드(ETF) 시장에서는 금리·채권형 종목이 주목받아 꾸준한 인기를 끌고 있습니다. 증시의 약세에도 불구하고, 금리와 채권 투자에 자금이 몰리면서 변동성이 큰 시장에서 안전한 투자를 원하는 투자자들의 선호도가 높아진 것으로 보입니다.


코스피 상승에도 주목, 금리·채권 ETF에 자금 유입


지난 2~5일 동안 국내 상장 ETF 중에서도 TIGER CD금리투자KIS(합성)가 6236억원, KODEX CD금리액티브(합성)가 3881억원의 자금 유입으로 상위를 차지했습니다. 이들은 안정적인 수익을 추구하는 '파킹형' 상품으로, 지난해 불안정한 시장에서도 인기를 끌었습니다.


코스피 상승에 베팅, ETF 투자도 증가


뿐만 아니라, 코스피 상승에 베팅하는 ETF에도 자금이 몰렸습니다. KODEX Top5PlusTR은 5697억원의 유입을 기록하며 두번째로 많은 규모로 떠올랐습니다. 이 ETF는 코스피와 코스닥의 상위 5개 종목과 배당수익률이 높은 5개 종목에 투자하여 코스피 상승을 추종합니다.


반도체 ETF도 주목, 관련 기업에 자금 유입


반도체 시장에서도 주목할 만한 움직임이 있었습니다. 삼성전자와 SK하이닉스를 비롯한 주요 반도체 기업을 담은 TIGER Fn반도체TOP10에는 481억원이 유입되었습니다. 이는 대대적인 확대와 인공지능(AI) 기기 관련 수요 증가에 기인한 것으로 해석됩니다.


이렇듯, 새해의 첫 주에는 안전성을 추구하는 투자자들이 ETF 시장에서 금리·채권 및 기술주에 자금을 몰고 있다는 특징이 돋보이고 있습니다.

Comments

Post a Comment

Popular posts from this blog

Volkswagen EV Sales Soar in Europe, Crash Hard in China: What’s Next?

Image
A Tale of Triumph and Turmoil in the Global Electric Car Market Volkswagen Group’s performance in the electric vehicle (EV) market has taken the industry by storm, revealing a dramatic split in fortunes across key regions. In Europe, sales of battery electric vehicles skyrocketed, more than doubling in the first quarter of 2025, fueled by renewed demand and strategic model launches. Meanwhile, in China, the world’s largest EV market, Volkswagen’s electric car sales plummeted by over a third, underscoring the brutal competition from local manufacturers. This seismic shift, reported by Reuters, paints a vivid picture of an automaker navigating a rapidly evolving global landscape, with implications for investors, enthusiasts, and industry watchers alike. As Volkswagen gears up for new model unveilings at the Shanghai Auto Show, the stakes couldn’t be higher. Europe’s Electric Vehicle Sales Surge: A Deep Dive into Growth Drivers In Western Europe, Volkswagen’s battery electric vehic...
Read more

Taiwan Unleashes $15 Billion Fund to Rescue Plunging Stocks Amid Tariff Chaos

Image
U.S. Tariffs Trigger Market Panic, Prompting Urgent Stabilization Measures Taiwan’s government has authorized the deployment of its massive $15 billion National Stabilization Fund to bolster the nation’s stock market, which has been reeling from a dramatic sell-off sparked by newly imposed U.S. tariffs. This bold move comes as the Taiwan Stock Exchange grapples with unprecedented volatility, with the benchmark index plummeting nearly 10% in a single day and sliding further to a 14-month low. The decision underscores the urgency of countering the economic fallout from President Donald Trump’s 32% tariffs on Taiwanese imports, a policy that has rattled investors and intensified global market fears. The Ministry of Finance, overseeing the $15.15 billion fund (approximately T$500 billion), has cleared it to intervene directly in the Taiwan stock market stabilization efforts. This strategic action aims to restore investor confidence and curb the steep declines that have erased billions...
Read more

Sunnova Energy’s Shocking Downgrade: Default Looms Large

Image
Missed Payment Sparks Urgent Financial Crisis for Solar Giant Sunnova Energy Faces Dire Credit Rating Downgrade from Fitch Fitch Ratings has delivered a stunning blow to Sunnova Energy International Inc. (NYSE: NOVA) and its subsidiary, Sunnova Energy Corporation, slashing their Long-Term Issuer Default Ratings (IDRs) from 'CCC-' to 'C'. This drastic downgrade stems from Sunnova’s alarming decision to skip a $23.5 million interest payment on its $400 million senior unsecured notes, due in 2028. The missed payment, originally due on April 1, 2025, has triggered a critical 30-day grace period, putting the company’s financial stability under intense scrutiny. Failure to address this obligation within the allotted time, or engaging in a debt restructuring classified as a distressed debt exchange (DDE), could plunge Sunnova’s rating further into 'RD' (Restricted Default) territory, signaling a severe inability to meet its commitments. Sunnova justified the non-p...
Read more