A | [서울=뉴시스] 김진아 기자 = 한화자산운용의 'PLUS 글로벌HBM반도체’ 상장지수펀드(ETF)가 해외주식형 펀드·ETF 가운데 두드러진 수익률을 기록하고 있다. 26일 금융정보업체 에프앤가이드에 따르면 지난 24일 기준 해당 ETF의 연초 이후 수익률은 134.16%로 해외주식형 펀드·ETF 가운데 가장 높은 것으로 나타났다.최근 1년 수익률은 393.01%, 2년 444.33%, 3년 666.96%로 각 기간 모두 1위를 기록했다. 이 상품은 글로벌 메모리 반도체 산업의 성장에 집중 투자하는 상품이다. 삼성전자와 SK하이닉스, 마이크론, 샌디스크 등 메모리 반도체 기업을 중심으로 포트폴리오를 구성하고 글로벌 반도체 장비 및 관련 밸류체인 기업에도 투자한다.최근 AI 데이터센터 투자 확대로 고대역폭메모리(HBM)뿐만 아니라 범용 D램(DRAM)과 낸드(NAND)로 메모리 수요가 확산하면서, 관련 기업에 투자하는 ETF 성과로까지 이어졌다는 분석이다. 메모리 산업은 경기순환 산업이라는 인식에서 벗어나 AI 인프라 확대의 직접적인 수혜 산업으로 재평가 받고 있다.글로벌 메모리 반도체 기업들이 배당 확대와 자사주 매입·소각 등 주주환원 정책을 강화하고 있다는 점도 긍정적이다. 주주환원 정책이 확산되면 현금 흐름에 대한 예측 가능성이 커져 주가 재평가(리레이팅)을 기대할 수 있다. 금정섭 한화자산운용 ETF사업본부장은 "PLUS 글로벌HBM반도체 ETF가 상장 후 해외주식형 전체에서 기간별 성과 4관왕을 기록한 것은 시장의 니즈에 부합하는 포트폴리오로 운용되고 있다는 의미"라며 "단기적인 주가 상승을 넘어 글로벌 메모리 산업의 성장에 집중한 투자 전략이 장기간 성과로 이어진 것으로 보인다"고 했다.。
B | New Delhi, Oct 10 (UNI) A delegation of Congress leaders on Monday told the Election Commission that no violation of the Representation of the People Act was done during the Bharat Jodo Yatra, and the NCPCR complaint of children being used for electioneering is baseless.
A delegation of Congress leaders including general secretary Jairam Ramesh, spokesperson Supriya Shrinate and senior leader Salman Khurshid met Election Commission officials to reply to a notice by the poll watchdog over a complaint by the National Commission for Protection of Child Rights (NCPCR).
The Congress leaders also filed a complaint against BJP functionaries alleging they were using children in a "malafide" and "perverse" way.
"We met the election commission on a lot of frivolous complaint filed by the NCPCR which is meant to protect children's rights. Instead they are electioneering, and making all sorts of bogus allegations," Shrinate said.
"We have filed a counter complaint against BJP and it's functionaries on how they are using children in a malafide way and a rather perverse order," she said.
Ramesh said the ECI was informed that no violation of the Representation of People's Act or any Model Code of Conduct was done.
"We told the ECI that in the Bharat Jodo Yatra,
neither the representation of people's act has been violated, nor any model code of conduct has been violated. So we fail to understand why did the ECI send us a notice. We gave a detailed document how the NCPCR has filed childish complaint that children are being used," said Ramesh.
"Rahul Gandhi ji went for prize distribution in a painting competition for 15 minutes, and it is being said children are being used for election," he said.
The Congress leader said the NCPCR, a body created during the UPA regime for ensuring protection of rights of Children, is now being headed by "BJP, RSS functionaries ".
"Thousands of people are coming everyday, children are coming with their parents, their families, everyone wants to click a selfie with Rahul ji. There is nothing illegal about that," he said.
"There is no election campaign happening. Rahul Gandhi ji is not telling children to vote for Congress... NCPCR was formed during UPA regine for ensuring child rights. Now for the first time it is being headed by workers of BJP, RSS," he said.
Khurshid said they told the ECI that other agencies should not give their work to the poll panel, and it is not good for the functioning of the commission. He also said that ECI is meant to watch over elections and there is no context of any poll in this case.
The NCPCR headed by Priyank Kanoongo had asked the ECI to carry out an inquiry and initiate necessary action against the Congress and Rahul Gandhi for allowing children to take part in its Bharat Jodo Yatra.
UNI AO SHK2157。
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