US Correction On Hold? Rotation Roars & Asia Breaks Out | ETF Weekly (Aug 24, 2025)

A big Friday step-change has put our US correction call on ice—for now. Here’s what I’m watching this week:

📌US: Trend still intact; watching small caps & breadth for confirmation.
📌 Rotation: Strength in commodities (copper at 1-yr highs), clean energy, global small caps, and health care.
📌Asia: China surges to 11-month highs (China small caps breaking out), Japan at all-time highs, South Korea firm, India looks to have bottomed; Alibaba earnings on deck.
📌Bonus: Gold stocks hit new ATHs in the US; Ethereum pushes to highs; uranium (ATOM) still building a base.

If you invest via Australian ETFs or track global flows, this rundown will help you position for what’s next.

🔔 Subscribe for weekly ETF insights, rotations, and setups.

📈If you found these insights useful and want to keep track of Australian listed ETF’s for your investment portfolio, then consider following my weekly subscription email.

🔍I review all the key global markets and asset classes and attempt to find those sectors, themes and indexes that are starting to gain upward momentum, consider what areas are worth watching for the future and what areas you should avoid altogether.

✅You can access my weekly ETF research email for just $10 / week and it could be the best investment you make all year.

📝Sign up here: https://etfadviser.substack.com/

DISCLAIMER

This information is general advice only and does not take into account your personal financial circumstances. It is for educational purposes only, and does not constitute personal financial advice. You should always do your own research and seek professional advice that is tailored to your specific needs and circumstances. The etfadviser is NOT a qualified tax accountant or tax professional.

You can access JAS Weath t/a etfadviser Financial Services Guide (FSG) here:⁠ https://jaswealth.com.au/s/FSG-1-July....