Lee Jae-myung’s Debate Aftermath: Capital Market Explosion!

● Lee Jae-myung, Debate Aftermath

From Housing Issues to Capital Market Activation: Key Strategies for Sound Economic Management

[1] Housing Problems and Limits of Real Estate Investment

A short-term speculative culture obsessed with the market has created the myth of infallible real estate investment.
As a result, the inherent value of housing is being undermined.
Policy makers have suggested shifting national asset management to capital market activation, i.e., long-term investment-based stocks and funds, rather than real estate.
It was emphasized that investment patterns themselves should be changed by providing tax benefits and investment incentives.

[2] Expanding Stock Investment Population through Capital Market Activation

Movements to improve the domestic capital market are active.
Stock investment has been proposed as an alternative to past real estate investment, and the number of stock investors has more than tripled over the past several years.
Tax benefits such as separate taxation of funds and dividend income are needed so that investors can generate stable returns through long-term holding rather than short-term.
The best SEO keywords related to economic outlook, capital market, and stock investment are naturally embedded.

[3] Long-Term Holding Benefits and Fund Investment Improvement Measures

Strategies to incentivize long-term holding are being discussed to improve the market reality centered on short-term trading.
It has been proposed to provide tax benefits not only for direct investment but also for indirect investment through funds.
As in the case of long-term housing funds in the past, policies such as income deductions and dividend income tax exemptions when subscribing to funds can increase long-term investment incentives.
The positive effects of separate taxation of dividend income and abolition of financial investment income tax are also being sought to promote long-term investment.

[4] Mandatory Treasury Stock Cancellation and Dividend Income Tax Improvement

There is an opinion to mandate the cancellation of treasury stocks to liquidate treasury stocks for the purpose of defending management rights of companies.
Forcing cancellation, including existing treasury stocks, can help resolve the Korea Discount.
In addition, if dividend income tax is separately taxed and a low tax rate (e.g., 15.4% or 4%) is applied, companies are likely to expand dividends.
In this process, it is emphasized that side effects should be thoroughly reviewed along with dividend income tax adjustments and complementary measures should be taken in parallel.

[5] Proposals to Improve Inheritance/Gift Tax and Other Financial Regulations

Inheritance and gift tax rates are too high, which is undermining corporate dividends and shareholder rights exercises.
It is necessary to stabilize capital value without stock price manipulation by reforming the inheritance and gift tax calculation method considering the average PBR.
In addition, bills to improve corporate governance, such as mandatory cumulative voting and electronic voting, should also be promoted.
A shift to an intelligent financial industry is required, including deregulation of financial regulations and increased government participation by market experts.

Instead of overcoming the limitations of housing problems and relying on real estate investment, it presents a sound economic operation strategy through capital market activation and expansion of stock investment infrastructure.
It systematically analyzes key strategies related to economic outlook, capital market, stock investment, dividend income, and financial regulations in chronological order, such as preparing stable investment incentives through long-term holding and funds, mandating treasury stock cancellation, separate taxation of dividend income, and improving financial regulations such as inheritance and gift tax reform.
It emphasizes that at a turning point in economic policy, we should focus on laying the groundwork for diversifying the asset management of the people.

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*YouTube Source: [와이스트릿 – 지식과 자산의 복리효과]

– “두 번 만나보고 깨달았습니다” 이재명 후보와 대선 토론 후 그 뒷이야기 [야식잡썰 EP.217] / 이대호 기자

● Xi’s Nightmare, Trump’s Gambit, Korea’s Bonanza

China’s Economic Crisis and Our Opportunity

1. US Smartphone Production and Dependence on China

It can be seen that 90% of US smartphones are produced in China, and China’s role in the global economy is still very large.
This fact affects not only the US but also the global economy and supply chain.
In this regard, it can be confirmed that trade and technology disputes between the US and China are continuing.

2. Foreign Investment and Tourism, Rapid Contraction of China’s Economy

Foreign investment in China has recently decreased by 90%.
The number of foreign tourists has also decreased by 95%.
This drastic decrease in investment and tourists is acting as a serious destabilizing factor in the Chinese economy.

3. Introduction of Visa-Free Policy and Crisis in the Real Estate Market

Since last month, China has implemented a visa-free system starting in March of this year.
This system may seem positive at first glance, but it is not having a significant effect amid the sharp decline in tourists.
The fact that there are 60 million unsold apartments, which is more than the population of Korea, indicates a serious problem related to oversupply in the real estate market.

4. Advanced Semiconductor Sanctions and Seizing Opportunities for Korea

Along with China’s economic slowdown, the decrease in foreign investment and the fact that the tourism industry is not meeting expectations despite the visa-free policy are highlighted.
In addition, restrictions related to advanced semiconductor technology are continuing, making it more difficult for China’s technology and industrial competitiveness.
This economic contraction can ultimately provide new opportunities for other countries like Korea.
In particular, Korean companies are becoming more competitive in the global supply chain, increasing the possibility of filling the gaps left by China.

China’s economy is facing a major crisis as 90% of US smartphone production is dependent on China, and foreign investment and tourists are rapidly decreasing.
The fact that 60 million unsold apartments remain despite the introduction of a visa-free policy and restrictions on advanced semiconductor technology are hindering China’s economic growth.
This situation is an important time for Korea to seize opportunities in the global economy, the US, the Chinese economy, foreign investment, and the semiconductor sector.

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*YouTube Source: [달란트투자]

– “시진핑 피가 마른다” 트럼프의 진짜 노림수 ‘이것’, 이제 한국은 돈 잔치 시작 ⎸ 김대종 교수 3부