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● Trump-Era Stock Bonanza

[ Trump-Era Stock Bonanza ]

1. U.S. Momentum Slowdown and Expectations for a Korean Stock Rally
   As momentum in the U.S. market wanes, it is ironically becoming a significant boon for the Korean stock market.
   With increased volatility in the U.S. stock market, Korean investors are seeking stable investment opportunities in Korean won-denominated assets.
   It is noteworthy that the trading activity of Koreans can drive a market rebound, especially with foreign investors having already liquidated their positions.

2. Investment Appeal of Value Stocks and Value-Up Stocks
   In the Korean market, traditional undervalued value stocks and value-up stocks implementing shareholder return policies stand out.
   Companies are focusing on shareholder returns through measures like share buybacks, increased dividends, and dividend reductions, which are enhancing their attractiveness.
   Additionally, the ability to select stable stocks instead of dealing with drastic price fluctuations is positively influencing investors.
   In particular, dividend reductions and non-taxable dividend benefits are rare in overseas markets, making them attractive elements for stock investment.

3. Financial and Bank Sector Analysis

Recent stock price movements of financial holding companies and bank stocks are hot topics among investors.
Bank stocks are providing stable dividend yields as resources for dividend reductions accumulate due to past restructuring and excess stock issuance premiums.
Compared to the low dividend yields of U.S. stocks, the Korean financial sector shows dividend attractiveness of 7-8% or higher, which is a factor stimulating investment sentiment.
Furthermore, considering the valuation gap with stocks that have already risen significantly, a strategy of focusing on relatively cheap stocks within the sector is gaining prominence.

4. ETF Launch and Investment Strategy Innovation
   Recently, Life Asset Management has attempted to diversify investment products by launching a shareholder value active ETF.
   Rather than chasing hot themes, this ETF is primarily composed of undervalued stocks that have been neglected by the market.
   The active ETF aims to achieve stable returns and distribution dividends through continuous stock inclusion-exclusion and weight adjustments.
   Along with the launch of various investment products, it aims to provide investors with predictable and reliable risk management strategies.

5. Correlation between U.S. Economic Policies and the Korean Stock Market
   Policy changes by the U.S. government, such as tariff impositions and reduced fiscal spending, are negatively impacting U.S. stock market momentum in the short term.
   Conversely, the Korean stock market is showing increased potential for a rebound due to exchange rate fluctuations and gaps in selling pressure following capital outflows resulting from U.S. policy changes.
   In particular, changes in investment styles by investors who used to procure dollar assets with Korean won funds are expected to positively affect the Korean market.
   The short-term slowdown in the U.S. economy and the low dividend yield and dividend reduction benefits in the Korean market are attracting investors' attention.

6. Investment Strategies and Future Outlook

Currently, the Korean stock market has conditions in place to strengthen buying sentiment thanks to selling gaps and air pocket phenomena.
Stocks showing stable upward trends rather than rapid price fluctuations are emerging, providing a favorable environment for long-term investors.
Unlike foreign stock markets such as the U.S. and Europe, Korean stocks are reflecting positive factors such as shareholder return policies and dividend reductions in a relatively undervalued state.
It is important for investors to carefully monitor future economic policy trends and changes in the global financial environment while preparing strategies to pursue stable returns.

< Summary >
Amidst waning U.S. stock market momentum, the Korean stock market shows the potential for a rebound with stable shareholder return policies, dividend reductions, and the appeal of undervalued value stocks.
Investment product innovations such as financial and bank stocks and active ETF launches provide investors with new strategic choices, and U.S. policy changes and exchange rate fluctuations are expected to positively impact the Korean market in the short term.

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