Will Gold Prices Rise Again? Should I Buy Now... How to Invest with ETFs? | Park Hyun-ji, Kim Sang-yul, Yeo Do-eun, Heo Jae-mu [Morning N Investment]

Will Gold Prices Rise Again? Should I Buy Now... How to Invest with ETFs? | Park Hyunji, Kim Sangyul, Yeo Doeun, Heo Jaemu [Morning N Investment]

Watch on YouTube ↗ | August 27, 2026 at 02:27 | 51:56 | 3PRO TV (삼프로TV)

Speakers

Park Hyun-ji — Manager

Kim Sang-yul — Director

Summary

The video discusses the recent surge in gold prices and strategies for investing in gold through ETFs. Experts highlight that central banks are structurally buying gold to diversify away from the US dollar, providing strong long-term support. The discussion also covers trading strategies for cosmetics, gold miners, and the expansion of alternative assets like Bitcoin.

Gold prices are structurally supported by central bank purchases.
Gold provides excellent portfolio protection with low correlation to equities.
Physical gold ETFs are recommended for long-term core holdings.
Gold miner ETFs offer operating leverage for short-term trading.
Cosmetics stocks show strong earnings but should be actively traded.
Bitcoin is rising alongside gold as an alternative asset.
Moderna benefits from expanding mRNA applications into cancer treatments.

Ideas

Park Hyun-ji Manager 3:21

Trade cosmetics stocks actively on earnings momentum.

Cosmetics exports have been strong for nine consecutive months, and earnings momentum is clear, favoring concentrated ETFs holding sector leaders like Silicon2, Kolmar Korea, and Amorepacific. However, because the sector is small and tends to move inversely to semiconductors, it should be actively traded (buying on dips and selling on rips) rather than held as a core long-term position.

Park Hyun-ji Manager 5:21

Use gold miner ETFs for short-term leverage.

Gold mining companies have fixed costs, so when gold prices spike, their operating margins expand significantly due to operating leverage. Therefore, gold miner ETFs are suitable for short-term trading to maximize capital gains during periods of rising gold prices.

Park Hyun-ji Manager 7:45

Bitcoin benefits from alternative asset inflows.

Funds are flowing into alternative real assets like Bitcoin and gold due to a weaker US dollar and a desire for assets with low correlation to traditional stocks and bonds.

Park Hyun-ji Manager 8:54

mRNA expansion into cancer treatments benefits Moderna.

Moderna's mRNA vaccine technology is expanding its applications into cancer treatments, which acts as a strong positive catalyst for the stock, similar to how diabetes drugs expanded into obesity treatments.

Park Hyun-ji Manager 15:51

Hold physical gold ETFs for long-term stability.

Gold is a solid long-term core asset for inflation hedging and portfolio diversification. For large, long-term investments, USD-denominated ETFs like GLD and IAU are preferable, while smaller retail investors or those using pension accounts should consider mini versions like IAUM or domestic KRW-denominated ETFs like TIGER KRX Gold.

Park Hyun-ji Manager 15:51

Hold physical gold ETFs for long-term stability.

Gold is structurally supported by central banks diversifying their reserves away from the US dollar due to geopolitical risks and fiscal concerns. It also provides excellent portfolio protection, showing low correlation to equities during market downturns, making it an essential long-term holding. The TIGER KRX Gold Spot ETF is highly recommended for pension accounts due to its low total costs.

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This 3PRO TV (삼프로TV) video, published August 27, 2026, features Park Hyun-ji discussing 161890.KS, SOL Cosmetics Top 3 Plus, 257720.KQ, 090430.KS, GDX, HANARO Global Gold Miners, IBIT, BTC, MRNA, IAU, IAUM, TIGER KRX Gold, GLD. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-ji · Tickers: 161890.KS, SOL Cosmetics Top 3 Plus, 257720.KQ, 090430.KS, GDX, HANARO Global Gold Miners, IBIT, BTC, MRNA, IAU, IAUM, TIGER KRX Gold, GLD