Why Amova Asia Ex Japan Ex China ETF (A93) Is Surging

🌟🌟🌟The global supply chain is realigning before our eyes, shifting decisively away from standard markets and building the future right in the heart of non-China, non-Japan developing Asia.  If you want to seize this historic, multi year paradigm, the $Amova Asia exJC S$(A93.SI)$ is the ultimate high octane vehicle to accelerate your wealth.

This powerhouse ETF channels your capital directly into India, the roaring ASEAN tiger economies and the absolute semiconductor royalty of Taiwan and South Korea.


The Core Fundamentals of A93


Is This A Good Investment? 

This ETF is highly tactical and aggressive.  It acts as a pure growth engine by eliminating China's regulatory drag and Japan's mature economy.  Because of its intense focus on technology and AI hardware, it is built for investors who have a stomach for high volatility but crave maximum upside.


Management Style

100% Passive ETF as it tracks the renowned MSCI Asia ex Japan ex China Index.  This ETF is a rules based index tracking fund.  It completely eliminates human manager bias, market timing errors and expensive stock picking fees.


Inception Date

2 April 2025.  The fund hits the SGX at an IPO price of SGD 1.00 per unit, establishing a brand new global benchmark as the first ETF anywhere in the world designed to map out this specific index strategy.


Performance Since Inception 

A phenomenal run of 80.5% total growth from its IPO of SGD 1.00 to the last closing price of SGD 1.805 high.  Driven heavily by the historic global AI hardware explosion, the fund continues its furious near term speed with a jaw dropping 1 year return of 54.12% and a YTD return of 41.98%.


Expense Ratio 

0.60% capped.  It offers an incredibly efficient, low cost diversification across 150 elite regional companies.


Dividend Yield 

0.00%.  No payouts mean zero cash drag.  Instead all underlying corporate dividends are automatically reinvested back into the fund to compound your wealth faster.


The Pros and Cons of Investing in A93

The Pros:

Pure Growth, Zero Drag: 

By completely eliminating China with geopolitical, regulatory and economic friction and Japan with its slow growth and mature economy, A93 gives you pure exposure to the fastest growing emerging sectors in Asia.

Unrivaled AI Hardware Exposure:

With heavy structural weightings in $Taiwan Semiconductor Manufacturing(TSM)$  the world's premier advanced foundry and memory kings $SK hynix(SKHY)$ and Samsung Electronics, this fund is a direct beneficiary of the global AI infrastructure super cycle.

Automatic Compounding:

This ETF ensures 100% of underlying dividends are reinvested immediately, sparing you from dividend withholding tax and personal manual reinvestment costs.

Local SGD Convenience:

Listed on the SGX in Singapore Dollars, makes it incredibly easy for local investors without suffering losses from fforeign currency conversion.

Rules Based Predictability:

Being passive means no human error.  You always know exactly what corporate titans are anchoring your wealth.


The Cons:

Extreme Concentration: 

The Top 3 holdings alone account for over 41% of the entire ETF.  Your portfolio's performance is deeply tied to the operational and political realities facing TSMC, Samsung Electronics and SK Hynix.

Geopolitical Choke Points: 

While it avoids China and Japan, A93 heavier allocations are based in Taiwan and South Korea.  These regions carry inherent cross strait and macroeconomic sensitivities.

Zero Income Generation:

If you are a retirement or income focused investor looking for consistent cash flow payouts, this fund 0% dividend yield will not fit your cash flow requirements.

Higher Expense Ratio:

At 0.60% per annum, A93 carries a premium compared to broader vanilla US or global index ETFs which often charge below 0.10%.


The Top 10 Holdings Driving Growth 

This ETF packs the biggest Asian corporate giants in global technology and finance, commanding a huge 52.24% of the entire fund in its top 10 positions alone:

1. TSMC at 22.27%: The undisputed king of global chip production and AI hardware 

2. Samsung Electronics at 10.61%: The global juggernaut dominating memory, mobile and consumer tech.

3. SK Hynix at 8.61%: HBM leader feeding the global AI boom.

4. Media Tek Inc.at 2.67%: Leading fabless semiconductor company powering mobile and smart systems.

5. Amundi MSCI India Swap ETF at 1.51%: Targeted institutional capture of the hyper growth Indian domestic market.

6. $DBS(D05.SI)$  at 1.43%: Singapore's banking giant anchoring the portfolio with rock solid regional stability.

7. Samsung Electronics (Preferred) at 1.39%: A secondary layer of South Korea giant, maximising upside exposure.

8. Delta Electronics Inc at 1.36%: Power management and thermal solutions driving green energy and industrial automation.

9. AIA Group at 1.20%: The Pan-Asian insurance giant powering consumer finance growth.

10.Hon Hai Precision Industry Co. (Foxconn) at 1.18%: The ultimate assembly cornerstone of the global electronics ecosystem.


Who Manages the Fund?

Your capital is backed by decades of world class expertise.  The ETF is managed by Amova Asset Management Asia Ltd, the exciting new global evolution of Nikko Asset Management.  Following their international rebranding  on 1 September 2025, the firm continues its spectacular legacy dating back to 1959.  Amova is the third largest asset fund manager in Japan with assets under management of USD 331.7 billion.


Exclusive Tiger Brokers Promotion

Take advantage of Tiger Brokers' latest promotion and claim a SGD 25 cash voucher for SGD 5000 and above when you invest in A93.  Hurry! The promotion ends on October 31 2026.


Concluding Thoughts 

The data is clear.  The trend is undeniable.  The growth is happening right now.  The $Amova Asia exJC S$(A93.SI)$ cuts out the noise and hands you pure, unfiltered passive access to the next generation of global wealth drivers.  Since its launch in April 2025, this ETF has proven itself through stellar unmatched capital appreciation.

As the great legendary investor Warren Buffett famously said:

"Someone is sitting in the shade today because someone planted a tree a long time ago."

The ultimate lesson is Patience and Early Action build Wealth.


@Tiger_SG  @Tiger_comments  @TigerStars  @TBlive  

# 💰Stocks to watch today?(24 September)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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