BetaShares Asia Technology Tigers ETF (ASX: ASIA) $21.06

This ASX-traded ETF provides excellent exposure to the current volatile moves in Asian-facing AI semiconductors. Obviously, while not for the fainthearted, the current weakness presents an opportunity to enter a growth sector at more palatable levels from a risk/reward perspective. The ASIA ETF has a 0.737 correlation to Samsung, slightly better than SEMI’s 0.622; hence, it made today’s report.

We are not fans of the “casino-like” leveraged semiconductor ETFs causing much of the current volatility, but this ETF which holds ~28% in SK Hynix Inc and Samsung, is an easy vehicle for Australian investors to gain exposure to this exciting new growth engine.

• No change, we like the ASIA ETF over the coming years, but a pullback towards the $20 feels likely in the coming weeks/months, around 7% lower.