As we head into the second half of 2025, investors are likely to be weighing up how best to position their portfolios for the next phase of the market cycle.
With central banks gradually easing rates, inflation pressures subsiding, and pockets of growth re-emerging across global markets, now could be an ideal time to rebalance or reallocate for the long term.
If you're looking for simple, diversified exposure to emerging trends and high-quality companies, exchange-traded funds (ETFs) remain one of the smartest tools available. Here are three ASX ETFs that could be well worth considering in the back half of this year.
The BetaShares Australian Quality ETF could be an ASX ETF to buy. It provides exposure to a carefully screened portfolio of Australian companies with strong financial fundamentals. It focuses on high return on equity, low financial leverage, and consistent earnings growth — the hallmarks of long-term compounding businesses.
Top holdings include familiar names like Wesfarmers Ltd (ASX: WES), CSL Ltd (ASX: CSL), Macquarie Group Ltd (ASX: MQG), and REA Group Ltd (ASX: REA). Compared to a broad market index, this ASX ETF removes lower-quality or highly leveraged stocks, helping investors stay focused on resilient, high-performing companies. It was recently named as one to buy by the team at Betashares.
Another ASX ETF that could be a buy is the BetaShares Asia Technology Tigers ETF. It tracks a portfolio of leading Asian technology companies across China, South Korea, Taiwan, and India.
The fund's holdings include well-known names such as Wechat owner Tencent, ecommerce giant Alibaba, electronics leader Samsung Electronics, Temu owner PDD Holdings, semiconductor behemoth TSMC, and India information technology company Infosys. These are all positioned at the forefront of innovation in cloud computing, e-commerce, gaming, and semiconductors.
Asian tech has lagged US tech in recent years, but valuations are more attractive, and momentum is beginning to shift. As regulatory headwinds in China ease and AI-related investment increases across the region, this fund offers an attractive way to play a cyclical rebound in emerging tech.
The BetaShares Crypto Innovators ETF could be worth considering if you have a higher tolerance for risk. It invests in a basket of global companies that are actively involved in the crypto economy, including crypto exchanges, mining companies, blockchain developers, and crypto-related service providers.
Key holdings have included Coinbase, MicroStrategy, and Galaxy Digital.
After a volatile few years, crypto markets have stabilised, and institutional adoption continues to grow. As sentiment improves and the next Bitcoin halving cycle plays out, this fund gives investors a way to gain equity exposure to crypto themes — without directly holding digital assets.
The post Top 3 ASX ETFs to buy in the second half of 2025 appeared first on The Motley Fool Australia.
Motley Fool contributor James Mickleboro has positions in Betashares Capital - Asia Technology Tigers Etf, CSL, and REA Group. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Macquarie Group, Taiwan Semiconductor Manufacturing, Tencent, and Wesfarmers. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Alibaba Group and Coinbase Global. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended CSL and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
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