[Expectations for the End of the War and Global Stock Market Sentiment]
Over the week, the stock market generally showed a positive trend, with positive factors outweighing negative ones.
As expectations for the end of the war increase, hopes for price and interest rate stability are spreading throughout the stock market.
Looking at the stock market returns of major global countries, major countries such as Hong Kong and Europe are leading the market, and the Korean KOSPI and KOSDAQ are also growing in the top ranks.
Market participants are focusing on positive factors not only in the United States but also in China, Europe, and Asia, and are reorganizing their asset allocation strategies.

[U.S. Trump’s Tariff and Diplomatic Strategy Trends]
The United States is using tariff imposition as a bargaining chip, pushing negative factors to the back.
Thanks to the postponement of tariff implementation after April 1, companies and investors are focusing on long-term strategies rather than short-term shocks.
President Trump is promoting the expansion of exports of American products such as weapons, energy, and technology, as well as security cooperation, through various summit meetings.
In particular, through the India summit, the European Security Conference, etc., he is confirming the will to cooperate with each country and is trying to secure key minerals and increase defense spending by using the end of the war and negotiation cards.

[Global Defense Industry and Defense Stock Rise]
As the world moves to expand spending on weapons and defense, global defense stocks are attracting attention.
European countries’ remarks that they will increase their defense budgets in line with Trump’s demands and the movement to expand imports of American weapons are being observed.
The Global Defense ETF includes Palantir, German, French, British, and Korean companies, and is showing strength, recording double-digit returns this year.
Investment interest in overseas defense stocks, unlike domestic defense stocks in the United States, is also noteworthy.

[China Tech Issues and AI·Deep Seek Effect]
The Chinese stock market is rebounding thanks to not only expectations for the end of the war but also positive factors related to technology and AI.
Hong Kong and Chinese technology stock returns have soared this year, with Alibaba, Baidu, and technology-related ETFs recording noticeable increases.
The uncertainty in the Chinese technology and AI market is leading to positive changes due to Xi Jinping’s technology company general assembly event, AI function-equipped competition, and cooperation between Apple and Alibaba.
Domestic and foreign investors are interested in undervalued Chinese technology stocks and recognize the importance of diversifying global portfolios.

[Major Issues and Earnings Announcement Schedule for the Coming Week]
Expectations for the end of the war and China’s technology and AI issues are expected to be dealt with intensively in the coming week.
On Monday, with the U.S. holiday (President’s Day) and the Chinese Technology Summit scheduled, it is noteworthy how it will be reflected as a positive factor in the stock market.
In addition, with the visit of Trump’s special envoy to Europe and Ukraine, the Treasury Secretary’s announcement of the progress of negotiations with Ukraine is expected.
Apple’s new product launch and Nvidia’s earnings announcement are also becoming important issues that will significantly affect the market.

[Basic Education for U.S. Stock Investment and New Class Launch]
An educational program that summarizes basic information has been newly launched for investors who are new to the U.S. stock market.
It provides basic information such as taxes, fees, foreign exchange, and securities firm selection, and delivers know-how on discovering blue-chip stocks and determining trading timing based on actual experience.
In particular, it includes methods of analyzing companies using the latest AI tools such as ChatGPT and tips on using mobile apps, and is designed to help investors reduce trial and error and achieve profit goals.
This class is expected to be of great help to those who are considering entering the U.S. stock market.

< Summary >
The stock market is showing a positive flow thanks to expectations for the end of the war and global positive factors, and the U.S.’s tariff negotiations and diplomatic strategies, global defense stocks, and China’s technology and AI positive factors are attracting attention.
Major issues for the coming week include negotiations for the end of the war, the Chinese Tech Summit, and Apple and Nvidia’s earnings announcements, and the launch of a basic U.S. stock education program is expected to provide practical help to new investors.

[More…]
Prospects for the end of the war negotiations and stock market impact → https://nextgeninsight.net/?s=%EC%A2%85%EC%A0%84
Tech Innovation and the Age of AI → https://nextgeninsight.net/?s=%ED%85%8C%ED%81%AC

*YouTube Source: [소수몽키]

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