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Kanish Chugh

๐Ÿ‘ค Speaker
604 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

So there'll be a link in the show notes to that.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Mate, one more question before we kind of wrap up.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

And it's just, so you said it's a growth play.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

How would, how are people, how are investors coming to you and saying, this is how I intend to use this ETF in my portfolio?

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Like, what are you seeing in terms of allocations?

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Is this like a tactical play or is it something that people tend to put in the core, even though it's only 30 positions?

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Like, how do you see that playing out?

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Yeah, it's one of those ones.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

And I don't think you'd get too much overlap with the existing positions.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Of course, like companies like TSMC or Intel or any types of businesses like that would appear in other ETFs that you may hold, but not to this extent.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

So this is kind of like a targeted...

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

thematic exposure which is really interesting too so that's something that I always say is just consider like how does it sit alongside what you've already got in terms of that overlap and that's often a question we get too but it's very targeted at particular industries and as we talked about like getting exposure to something like ASML for example is not easy like not many people have direct exposure to a business like that so

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Yeah, so interesting.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Fantastic.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Okay, so just to wrap up, where can people find out more about the semi ETF if they want to keep learning and discover more?

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

You can also join our online community by following the link in the description.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

If you enjoyed the show, what we'd love is for you to leave us a snappy review on iTunes and you can follow us on Twitter and Instagram at Rask Australia.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Kate and I are also on both of those channels.

Australian Finance Podcast
Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh

Finally, if you have any feedback, suggestions for episodes or guests to come on the show or you just have a question for us, shoot us an email at podcast at rask.com.au.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Yeah, definitely.