[전균] Smart ETP Investor (2019년 7월)

<style>  </style>  <div class="WordSection1"><w:sdt title="I0_SUM" id="1650633753" docpart="E03960E8D9D94159B9294E13DFD043C8" sdttag="I0_SUM">ETP 시장 Summary<w:sdtpr></w:sdtpr>국내:<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- 코스피 200 & 코스닥 150 정기변경 (6월 14일)<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- 인컴형 펀드 수요 증가 기대<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- EMP 펀드 자금유입 지속 해외:<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- 주식형 청산/ 채권형 설정 지속<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- 안전자산 선호심리로 금 ETP 강세<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- 세계 증시 반등, 美 중심 ETF자금 유입 Watch List모멘텀과 실적 겸비한 섹터 지속<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- 하반기 경기대책 (추경 등) 수혜 예상<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- 하반기 이후 신규수주 및 발주 확대 기대<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- KODEX 건설, TIGER 200중공업, KODEX 기계장비 G2 긴장감 완화<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- 미·중 긴장감 완화로 위험자산 선호심리 단기적 확대<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- EM 대형주 또는 DM 고배당으로 투자대상 한정<p class="MsoListParagraph" style="margin: 0cm 0cm 0pt 8.5pt; line-height: 13pt; text-indent: -7.1pt; mso-line-height-rule: exactly; mso-list: l0 level1 lfo1; mso-para-margin-top: 0cm; mso-para-margin-right: 0cm; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 0gd;">- KINDEX S&P 아시아 Top50, KODEX MSCI EM선물(H), KODEX 미국 S&P 고배당커버드콜(합성H) </w:sdt>   <a href='javascript:fileFilterViewer("http://cfile268.uf.daum.net/attach/9938043D5D1BEB931EB128", "/cfile268/99/38043D5D1BEB931EB128", "2019070209333864K_02_05.pdf", "grpid%3D1HmZ2%26fldid%3DAWfB%26dataid%3D659%26fileid%3D1%26regdt%3D20190703084117&url=http%3A%2F%2Fcfile268.uf.daum.net%2Fattach%2F9938043D5D1BEB931EB128")'><img src="https://t1.daumcdn.net/daumtop_deco/icon/icon.hanmail.net/editor/p_pdf_s.gif" border="0" alt="첨부파일" class="vam"/> 2019070209333864K_02_05.pdf</a> </div>