Korea–US Trade Shift: 15% Flat Tariff, $350B Package & $150B Shipbuilding Fund — ETF Roadmap
Shipbuilding $150B Fund & Reshoring: An ETF Roadmap Linked to Korea–US Trade Strategy Tariff Alignment • Energy • Defense — ETF Baskets for the 2025–2027 Transition As US–China rivalry intensifies and reshoring accelerates, Korea and the United States have outlined a new trade framework. Markets quickly rotated toward industries most exposed to policy support. The working headlines: a potential 15% flat tariff structure, a $350B investment package, and a proposed $150B shipbuilding fund. Here is a data- and policy-driven ETF game plan. Image credit: Kyunghyang Shinmun 🎯 Key Takeaways ✅ Policy-to-portfolio link: 15% flat tariff talk + US $350B package + a proposed $150B shipbuilding fund → actionable ETF themes. ✅ Time-horizon view: Near term — Korea large caps & EV/semis (EWY, DRIV). Mid term — shipbuilding & green vessels (TIGER Shipbuilding Top10, KODEX K-Green Shipbuilding). Long te...