Kanish Chugh

speaker

604 appearances 3 recordings 1 series first heard Oct 2020 last heard Oct 2021

Kanish Chugh’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh · 28 Oct 2021 podcast

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

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

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

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?

Like, what are you seeing in terms of allocations?

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?

Like, how do you see that playing out?

Yeah, it's one of those ones.

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

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.

So this is kind of like a targeted...

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

Yeah, so interesting.

Fantastic.

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?

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

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.

Kate and I are also on both of those channels.

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 · 22 Feb 2021 podcast

Yeah, definitely.

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