With large-cap stocks taking a breather, where can we find new opportunities?

We take an in-depth look at the future direction of the domestic stock market and the KOSDAQ market with Director Lee Jun-seok from KB Asset Management.

We examine the sustainability of AI growth through the earnings of U.S. companies, and identify investment points for major KOSDAQ sectors, including semiconductor materials, components, equipment, biotechnology, and robotics.

Amidst active management involving stock selection and option selling strategies based on volatility, we explore the investment strategy and key considerations pursued by the 'RISE KOSDAQ Covered Call Active ETF'.

Check out the video for hints for those considering both KOSDAQ investment opportunities and cash flow! ※ Binge-watch by Timeline

[00:00] Highlights

[00:30] Opening & Introduction of Guests

[01:27] AI Growth Confirmed by Performance

[05:24] US AI Growth and Korea's Challenges

[06:39] Market Doubts Regarding Semiconductor Stock Prices and Earnings

[08:56] Individual Stock Market Trends and Promising Sectors

[11:22] KOSDAQ Supply and Demand and Policy Expectations

[15:23] Background of KOSDAQ ETF Launch

[16:37] How Does Active Management Select Stocks? [17:45] Option Selling Varies by Volatility

[20:25] Taxes on Domestic Equity Covered Calls

[20:43] Covered Calls and Long-term Investment

[22:37] Cash Flow and Portfolio Management

[24:46] Semiconductor Equipment Investment and Materials, Parts, and Equipment

[27:21] Flows in Front-end, Back-end, and Materials

[28:58] Semiconductor Stocks to Include and Investment Points

[30:46] Bio and Cosmetics Investment Strategies

[31:51] Robotics and Optical Communication Investment Points

[32:40] Secondary Battery Outlook and Inclusion Criteria

[33:38] US Midterm Elections and Market Variables

[34:49] Asset Allocation to Respond to Uncertainty

[38:46] Closing

※ Please use the information in this video for reference only.

Investor responsibility rests solely with the investor. ※ Approved by the Korea Financial Investment Association No. 26-04641 (September 30, 2026 – September 29, 2027)

#ETF #Investment #KOSDAQ #AI #Semiconductor