According to Korea Exchange, during the week ended July 10, Chinese semiconductor and technology ETFs led domestic listed fund gains. KODEX China Tech Top 10 rose 5.70%, while crude oil and covered call strategy products also climbed. KODEX China Keuka-i Star 50 and SOL China Growth Industries Active each gained 4.73%, and products tracking the Hang Seng Tech and semiconductor sectors rose between 3.55% and 3.82%.
Meanwhile, growth-focused themes that previously led markets suffered steep reversals. SOL U.S. Aerospace Top 10 fell 14.22%, followed by other aerospace and space technology ETFs declining 13% or more. Defense, shipbuilding, and robotics themes also tumbled double-digits, with SOL K-Defense down 12.86% and KODEX China Humanoid Robot declining 12.78%.