From the beginning of the year to the present, due to the good market in U.S. stock markets such as US stocks and Japanese stocks, the index has reached a record high, and the net value of many cross -border ETFs in the peripheral market has increased.Despite this, there are still funds that continue to rush in, and multiple cross -border ETFs are "stir -fry" risk prompts.
For example, the ETF of the MSCI US 50 index and the ETF of the Nikkei 225 issued a high premium risk prompt during the year, announcing temporary suspension to avoid investors blindly chasing up.
On the one hand, the "hot" of cross -border ETF is the surge in the demand for global allocation of domestic investors, and on the other hand, it is unsatisfactory for the performance of A shares to the present to the present.Since the beginning of the year, the rising index rose 2.46%, while the Nasdaq 100 and the Nikkei 225 increased by 9%and 22.19%.
Data source: choice, as of 20240325
But not all cross -border ETFs have such an increase.For example, the popularity of Southeast Asia Technology ETFs, but the rise and fall from the beginning of the day to the present is ranked after the Nasda Platius, the Nikkei 225, and even the France, Germany, and the Hang Seng Index.
Data source: Singapore Exchange, as of 20240325
This is mainly because Southeast Asia Technology ETF tracks the "New Southern South Asia Technology Index". Index component stocks are composed of the top 30 major technology leaders in India, Indonesia, Malaysia, Singapore, Thailand, and Vietnam.
At the same time, these 30 Southeast Asian technology leaders cover the US, Thailand, Indonesia, Singapore, Malaysia, India and Hong Kong, etc., and the author has seen the most cross -border ETFs across the exchange.
It is precisely because of the large number of tradeds that the price of the stock stocks also spans all kinds of foreign exchange: US dollars, Thai baht, Malaysia Linkt, Indonesian shield, Singapore dollar, Hong Kong dollar.Therefore, under the influence of the current Fed’s interest rate hike, these 30 emerging market scientific and technological growth stocks are more sensitive to exchange rates and macroeconomic liquidity.
Data source: choice, as of 20240325
However, fortunately, the Fed’s interest rate cut is getting closer and closer, and it is strongly certain in the era of the weak dollar. Global investors will tend to invest in emerging markets. Southeast Asia, a more convenient market in Southeast Asia, will also be favored.For Southeast Asia Technology ETF, it may have just begun.
Some investors investing in U.S. stocks and Japanese stocks may understand the leading of related index component stocks, such as the US 7 giant Tesla, Nvidia, Apple, Google, Meta, Microsoft, Amazon, have contributed to Nasdaq in the past yearThe increase, and the Nikkei 225 includes the world -renowned enterprises such as Uniqiku’s parent company, SoftBank, and Toyota Motor.
So who is the top ten stocks in Southeast Asia Technology ETF?Kolkata Investment
Source: Fund manager’s publicity and promotion materials, where the data comes from the Singapore Exchange, southern Dongying, as of 2023/9/29.Ingredient stock information does not constitute investment suggestions, and the proportion of related ingredients and weights may be adjusted for reference only.
1. SEA (Donghai Group), US stock marketing: A multinational technology company headquartered in Singapore, more like the combination of Tencent and Ali. It has Southeast Asian -leading Internet platforms and game services, including Garena game platforms and Shopee (shrimp skin).E -commerce platform.
2. WIPRO (Weipro), US stock marketing: Indian IT software service giant, the company provides technical solutions, business process outsourcing and R & D services. Its president Azim Premji is known as "India’s Bill Gates".
3. Infosys, the first US stock market: India’s first global information technology service and consulting company listed in the United States to provide software development, maintenance and independent verification services.
4. ASTRA, Indonesia listed: Astra International is one of Indonesia’s largest diversified enterprise group, involving automobiles, financial services, heavy industries, real estate and infrastructure.
5. Grab, US stock marketing: Headquarters is located in Singapore, known as "Southeast Asian version of the US group, Didi", which provides various services including online car, takeaway food delivery, payment, and financial services.
6. Taida Electronics (Thailand), Thailand is listed: electronic parts manufacturer, Thai subsidiaries under the Indian Taiwan enterprise Taida Electronics, are mainly engaged in the manufacturing of electronic products, including power supply and display.Jinnai Wealth Management
7. Venture, Singapore Listing: Electronic Manufacturing Service (EMS) foundry, one of the "Singapore Foxconn", provides a series of electronic manufacturing services, including design, manufacturing and assembly.
8. JC & C (Jihefa), Singapore is listed: It is a corporate group that is mainly invested in Southeast Asia’s automobile manufacturing and distribution. The Astra department of the Astra Group has the holdings of Southeast Asian Automobile Group Astra International.
9. KCE, Thailand is listed: Thailand’s printing circuit PCB board manufacturer. The core business is the production and distribution of printing circuit boards. Products are sold to extensive industries, such as computers, commerce, automobiles, telecommunications, and satellite communications industries.
10. Inari, Malaysia is listed: Malaysia semiconductor industry leader, engaged in semiconductor outsourcing packaging and testing services.
Overall, the subject index of the target index stocks not only cover software consulting and comprehensive retail Internet giants, but also
Including the electronic industry represented by electronic components and manufacturing, and hardware, it covers a wide range of technology and Internet markets with broad prospects.
Of course, the main reason for investing in Southeast Asia is optimistic about the development potential of emerging markets, the dividend of Southeast Asia, and the rise of the Internet industry chain.
The investment scope of Pan -Southern South Asia Technology Index is mainly Southeast Asia (ASEAN) composed of Indonesia, Myanmar, Thailand, Malaysia, Vietnam, the Philippines, Laos, Cambodia, Brunei, and Singapore.Southeast Asia.
The "pan -" word "Pan -Southeast Asia" refers to India. India and Southeast Asian countries have profound roots. The combination of the two can also represent the overall situation of emerging markets in Asia.
The total GDP of this regional economy has become second only to the United States and India since 2017, and its growth rate is also among the forefront of major global economies.Surat Stock
Source: Fund Managers Propaganda and Promotion Materials. Among them, data source: Southern Dongying, IMF, 2023/7 released "World Economic Outlook"
Benefiting from the development of socioeconomic, the pan -east -south Asian region has welcomed dual opportunities in the transfer and upgrading of the industrial chain and the demand for Internet consumption.
Southeast Asia+India has a young and low -cost labor force, which is sufficiently attractive to the migration of labor -intensive and export processing industries in various countries.International capital is also accelerating the influx of Pan -south and South Asia, including manufacturing industries, including electric vehicles, electronic products, and digital economies, has been favored. In 2021, FDI (foreign direct investment) inflows innovated.
Source: Fund Managers Propaganda and Promotion Materials, of which data source: ASEAN Council, Aseanstats database, ASEAN official website "2022 ASEAN Investment Report"
In recent years, the Internet digital economy in Pan -south Asia has shown the characteristics of fast growth and sufficient potential.This is due to economic growth and the growth of the middle class, which brings a huge and rapidly increasing user group. Southeast Asia has emerged more than 100 million new Internet users in 2020-2022, driving the compound annual growth rate of the digital economy GMV reached 29.88%.
In the future, the Internet penetration rate of Southeast Asia and India will still have a significant room for growth, and the field of digital economy is expected to continue to grow at high speed.
Source: Fund Managers Propaganda Materials, wherein the data source: Betin analysis on the left, as of 2022/12; on the right, Our World In Data, DataReportal, Vietnam Internet Association (VIA), Thai Telecom and Post Office, Southern Dongying, Southern East Britain,As of 23/2/15.
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