Markets have taken a hit in recent weeks. Tech stocks have been hammered, sentiment is shaky, and the sea of red on the screen has investors wondering whether now is the time to buy… or run.
But for long-term investors, these selloffs often present the best opportunities — especially when it comes to high-growth sectors trading at steep discounts.
Here are three ASX exchange traded funds (ETFs) I'd be seriously considering right now. All are backed by powerful long-term trends, all have been hit hard in the recent correction, and all could be set to rebound strongly when the dust settles.
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Betashares Asia Technology Tigers ETF (ASX: ASIA)
Investors often overlook this one, but Betashares Asia Technology Tigers ETF could be one of the most compelling thematic ETFs on the ASX. It tracks a basket of the top Asian tech names — including Tencent, Samsung, Alibaba, Baidu, PDD Holdings, and TSMC — and offers a direct play on the rise of the digital consumer across the region.
Yes, the ASX ETF is down about 18% from its high, but that's exactly what makes it interesting. Sentiment toward Asian tech has been subdued, weighed down by trade and geopolitical regulatory concerns. But many of these companies are global leaders with huge addressable markets and rock-bottom valuations.
If you're looking for diversification outside the U.S. and want exposure to a region with enormous growth potential, ASIA could be a smart contrarian bet.
Betashares Cloud Computing ETF (ASX: CLDD)
Cloud computing is one of the most transformative trends of the past decade — and it's not slowing down anytime soon. The Betashares Cloud Computing ETF gives investors access to a portfolio of global cloud computing giants and rising stars, including Snowflake, Cloudflare, Zscaler, and Shopify.
Right now, the ASX ETF is down nearly 30% from its high, making it one of the hardest-hit funds in the current selloff. But that also means the long-term growth is now priced far more attractively.
As more businesses move to the cloud, demand for secure, scalable infrastructure will only grow. For investors with patience, the Betashares Cloud Computing ETF offers a high-growth thematic play with powerful tailwinds — now available at a meaningful discount.
Betashares Nasdaq 100 ETF (ASX: NDQ)
The Nasdaq 100 index has been on the receiving end of heavy selling lately, dragged down by inflation fears, tariff talk, and investor rotation out of growth. As a result, the Betashares Nasdaq 100 ETF— which tracks the biggest non-financial companies on the Nasdaq — is now down around 20% from its high.
But the long-term story hasn't changed. This ASX ETF still gives you exposure to some of the world's most dominant companies, including Apple, Microsoft, Nvidia, Amazon, and Meta. These are businesses with fortress balance sheets, huge margins, and deep moats.
If you believe in the continued rise of AI, cloud computing, and digital transformation, then the NDQ ETF offers a front-row seat — at a price we haven't seen in months.
