알파경제 - U.S. Funds Surge Following Trump′s Re-election Confirmation, While Emerging Markets See Decline

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[Alpha Biz= Reporter Kim Sangjin] According to financial information provider FN Guide, following the confirmation of U.S. President Donald Trump's re-election (from November 6 to December 5), the assets set up in U.S. funds in South Korea surged by 1.32 trillion won, a significant increase. In contrast, funds in other major countries, including Japan (-272 billion won), Vietnam (-409 billion won), India (-411 billion won), China (-2.36 trillion won), and other emerging Asian nations like Malaysia, Indonesia, and Thailand (-58 billion won), all saw a decrease in assets. Notably, this is the first time this year that Indian funds have seen a drop in asset inflows. India fund assets, which had exceeded 4 trillion won in October, fell to 3.83 trillion won by the end of November.

In terms of returns, U.S. funds recorded the highest increase during this period, rising by 7.7%. Japan (5.58%), India (3.31%), emerging Asia (3.19%), and Vietnam (0.54%) followed, while Chinese funds experienced a 0.61% decline, making it the only fund to show negative returns during this time.

On a global scale, funds in emerging markets have experienced a sharp decline. According to Bloomberg, after Trump's re-election confirmation, emerging market equity funds saw an outflow of $7.4 billion (approximately 10.3 trillion won) during the week of November 7-13, marking the largest outflow in over nine years, since August 2015. In contrast, U.S. funds saw an inflow of about $56 billion during the same period, the second-highest amount since 2008.

알파경제 Kim SangJin Reporter(letyou@alphabiz.co.kr)