Hanwha Asset Management said it held an investment strategy seminar to assess opportunities in South Korean manufacturing as global supply chains are reshaped. The firm said Tuesday it hosted the two-day seminar, titled “The New Cold War Era and the Revival of Korean Manufacturing,” starting Monday at The Plaza Hotel.
The seminar was planned as supply chains are being rapidly reorganized amid U.S.-China tensions and rising geopolitical strains. Hanwha Asset Management said South Korea has built competitiveness across manufacturing, including semiconductors, power equipment, nuclear power, defense and shipbuilding, and is emerging as a key partner to help fill gaps in U.S. manufacturing.
As a product aligned with that trend, the firm highlighted the Hanwha K-Manufacturing Core PLUS Fund. It is structured to focus on semiconductors, power and energy, which it said are expected to benefit from expanding AI infrastructure, as well as strategic industries such as defense, robotics and biotech. Since its launch in March, the fund has posted a 14.62% return in about a month.
“As global companies reduce their dependence on China, the strategic value of Korean manufacturing is becoming more prominent,” Vice President Choi Young-jin said. “It is moving beyond a simple cyclical rebound and entering a phase of structural growth.”
* This article has been translated by AI.
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