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Trump 2.0 Era: U.S. Investment Strategies and ETF Analysis

Key Policies and Market Reactions After Trump's Inauguration

1. Major Events Unfolded After Trump's Inauguration

• Rapidly pushing new executive orders daily since Trump's inauguration.
• Emphasizing the "America First" policy.
• Announcing budget expansion for national security and defense companies.

2. U.S. Defense Industry Outlook

• The Trump administration plans to significantly expand the defense budget.
• Focus on U.S. defense companies (e.g., Lockheed Martin) and related ETFs (TIGER U.S. Defense Top 10 ETF).
• Recent earnings announcements showed Lockheed Martin's underperformance, but defense investment is expected to expand in the long term.

3. U.S. Big Tech Growth Support Policies

• CEOs of Big Tech companies were seen seated in the front row at the inauguration.
• Revoking AI-related executive orders, actively supporting tech innovation.
• Consider investing in ETFs that include many U.S. Big Tech companies (TIGER U.S. Tech Top 10 ETF).

4. Stargate Project – Expanding AI and Infrastructure Investment

• The U.S. government announced a $500 billion (approximately 710 trillion KRW) investment in the AI and infrastructure industries.
• Confirming policies to support Big Tech and AI infrastructure companies.
• Related ETF: TIGER Global AI Power Infrastructure ETF (name to be changed from the existing AI Infrastructure ETF).

5. Corporate Tax Cut Announcement at the Davos Forum

• Pushing for permanent corporate tax cuts (extension of the 2017 tax law reform and potential for larger cuts).
• Corporate tax cuts are expected to increase the net profits of U.S. companies.
• Representative ETFs expected to benefit from this policy: TIGER U.S. S&P 500 ETF, TIGER U.S. NASDAQ 100 ETF.

6. Deep Seek Incident and Semiconductor Outlook

• Stock prices of AI semiconductor and power infrastructure companies plummeted.
• Trump hopes that U.S. AI companies will develop their technology.
• Related ETF: TIGER Philadelphia Semiconductor ETF.

7. Whether the Trade War Continues

• Expect similar tariff policies to Trump's first term (2017-2021).
• Maintaining U.S. company protection policies, volatility is possible but will positively impact the U.S. stock market in the long term.

ETF Investment Benefits (Total Expense Ratio Reduction and Event Announcement)

1. U.S. Representative ETF Total Expense Ratio Reduction

• TIGER U.S. S&P 500 ETF / TIGER U.S. NASDAQ 100 ETF
• Significantly reduced from the existing total expense ratio of 0.07% to 0.0068%.

2. Event Including Hawaiian Airline Tickets

• Providing round-trip airline tickets for two to Hawaii.
• Providing prizes to a total of 680 people, including a StanbyME TV and a Four Seasons Hotel buffet dining voucher.
• How to participate in the event: Apply on the official TIGER ETF website.

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< Summary >

• After Trump's inauguration, policies to support the growth of defense, AI, and Big Tech companies were announced.
• Corporate tax cuts are being promoted, which is expected to positively impact the performance of U.S. companies.
• The volatility of AI semiconductor and power infrastructure companies is expanding, but attention is being paid to long-term growth potential.
• The U.S. tariff policy is likely to continue, but it is a long-term positive for the U.S. stock market.
• TIGER ETF significantly reduces the total expense ratio (0.0068%) of U.S. representative ETFs (Nasdaq 100, S&P 500).
• Various events, including Hawaiian airline tickets, are in progress.

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