Since April, external disturbances have intensified fluctuations in the domestic equity market. Despite these volatility, certain active equity funds have managed to generate returns thanks to their forward-looking investments in sectors such as non-ferrous metals, innovative drugs, and semiconductors. Fund managers emphasize that following market adjustments, commodities and low-valuation assets will become key allocations. While risk aversion sentiment has boosted gold prices, gold stock valuations are facing pressure. Irrespective of external factors, the significance of technology industries like semiconductors is on the rise, and the cost-effectiveness of investing in domestic demand sectors is also set to increase.
