Investment Frenzy, KOSPI Surge, Tariff TERROR, Doosan’s Exit, Devaluation Mirage

● US Influx-Korean Stocks-Security Assets-New Leap **Investment Frenzy**

U.S. Capital Inflow and Security Assets: A New Leap for the Korean Stock Market

1. Timing of U.S. Capital Inflow and Changes in Economic Outlook

The phenomenon of U.S. money flowing into Korea is being observed.While the GDP growth rate of the real economy is in the 0% range, stock prices are reflecting overseas performance and future prospects, showing an upward trend.Foreign media and various global economic research institutions are revising their growth forecasts for Korea upwards, which is analyzed as a major turning point for the economic outlook and the Korean stock market.This process presents a new direction for investment strategies amid the re-examination of the divergence between the Korean stock market and the real economy since the 2020 pandemic.Investors interested in the economic outlook need to pay attention to the expectation of positive momentum in the overall stock market starting in the second half of this year.

2. Discrepancy Between the Real Economy and the Stock Market and Future Prospects

GDP refers to all output generated domestically, but stock prices significantly reflect overseas production and profits.Even if the Korean economy remains in a low-growth phase, stock prices can trend upward, incorporating expectations of future improvements.Despite the growth rate falling from 3% to the 0% range, companies’ overseas sales and development potential significantly impact stock prices.In investment strategies, asset allocation that reflects future prospects from a long-term perspective and the flow of the global economy is more important than short-term performance.Therefore, the strong leading role of the Korean stock market is likely to continue, which could be a watershed moment for stock market investors.

3. Re-examination of Security Assets and Historical Context

Security assets refer to core assets that hegemonic powers must secure and maintain.We can see the transformation from salt, coal, iron, and oil in ancient Rome to current technological assets like semiconductors and AI.Hegemonic powers are securing these security assets through ‘Daddy-Long-Legs Strategy’ and ‘Shadow Strategy,’ internalizing the global value chain.Given these historical trends and heightened geopolitical tensions, investors should consider security assets as a major item in their investment portfolio.From the perspective of the global economy and investment strategies, technology and defense-related stocks are likely to create significant opportunities in the future.

4. U.S.-China Hegemony War and Changes in the Global Value Chain

The U.S.-China hegemony war and military/geopolitical tensions are significantly impacting the global value chain.The U.S. is likely to focus on future technologies such as AI, robotics, and aerospace amid the slowdown in manufacturing productivity.Meanwhile, Korea will be able to play an important role in the global value chain through close defense and technology cooperation with the United States.In this process, Korea’s leading stocks and defense/high-tech companies are emerging as core elements of security assets and stock market investment strategies.From an investment strategy perspective, trends such as U.S. policies, strengthening of defense capabilities, and maintaining the dollar’s status as a reserve currency are expected to positively impact Korean companies.

5. Reorganization of Investment Portfolio and Stock Market Outlook

With the inflow of U.S. capital, the need for portfolio reorganization within the Korean stock market is being emphasized.The Jombangwon (조방원) sector, which is the leading stock market sector, is expected to continue to play a pivotal role in the Korean stock market in the second half of the year.Investors should focus on security assets and technology assets with high future growth potential, rather than relying solely on real economic growth rates.In particular, expanding investment in the defense and high-tech sectors in connection with the U.S.’s productivity improvement and defense strengthening strategies is an important implication.These global economic trends and changes in investment strategies will support not only short-term stock price increases but also the stability and growth potential of the Korean stock market in the long term.

<Summary>

With U.S. funds flowing into Korea, stock prices are rising thanks to future prospects, even though real economic growth rates are low.Major SEO keywords such as the global economy, Korean stock market, investment strategies, and security assets are at the heart of this analysis.Security assets have historically been essential for maintaining hegemony and are transforming into technology assets.Korean companies are expected to become key investment targets amid the U.S.-China hegemony war and changes in the global value chain.Through portfolio reorganization, leading stocks in the defense and high-tech sectors are expected to drive the stock market in the second half of the year.

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Latest Trends in the U.S. Economic Outlook
Analysis of Korean Stock Market Investment Strategies

*YouTube Source: [ 경제 읽어주는 남자(김광석TV) ]

– American money is flowing into Korea. Opportunity is seen in ‘this asset’ | Analyst Kim Du-eon (V…

● **KOSPI Surge – Corporate Overhaul**

Special Committee for KOSPI 5000 and a Stricter Commercial Act: A Step-by-Step Strategy for Restoring Corporate Trust

1. Launch of Special Committee and Discussions on Initial Investment Inflow

Based on data from the Korea Financial Investment Association and expert opinions, the first step of the Special Committee for KOSPI 5000 is being evaluated as half successful. In particular, the potential for the initial capital inflow to reach approximately 4,500 from around 1,000 is noteworthy. This process is expected to play a significant role in restoring trust in the overall stock market and establishing a fair competitive order. Among investors, positive expectations for “KOSPI increase” and “economic outlook” are spreading.

2. PBR Undervaluation and Attraction of Foreign Investment

Currently, the PBR of Korean companies is around 0.9, indicating that stock prices are undervalued compared to book value. Considering that the PBR of emerging and developed countries is above 1.8 and around 3.4, respectively, it is clear that Korean companies are undervalued. This is the rationale for overseas funds and domestic institutional investors to turn their attention to undervalued companies, and this aspect is expected to be a crucial variable in achieving the KOSPI 5000 target. From an investment strategy perspective, top SEO keywords related to “stock market” and “economic outlook” are gaining attention.

3. Amendment to the Commercial Act and Introduction of Fiduciary Duty

The recently passed amendment to the Commercial Act goes beyond simple formal improvements and demonstrates a willingness to take another step towards reputation recovery with a ‘stricter Commercial Act.’ The main contents include three key elements: transparency of board composition, mandatory electronic general meetings of shareholders, and changes in the terminology for independent directors. In particular, the introduction of the fiduciary duty clause aims to clarify the rule of business judgment by requiring sufficient review and protection of shareholder interests in the decision-making of directors. This is an important issue that will provide confidence to domestic and foreign investors from the perspective of fair “Commercial Act amendment.”

4. Treasury Stock Retirement and Improvement of Corporate Governance

The issue of treasury stock holding and retirement is also emerging as a key task for future capital market improvement. Concerns are being raised that shareholders’ proportional interests are being infringed upon if companies hold excessive treasury stock, making the introduction of a retirement obligation inevitable. In this regard, the government and political circles are promoting concrete consultations and legislative proposals for corporate governance reform and capital market revitalization. Through this, it is possible to increase competitiveness in “investment strategies” and the “stock market” while expecting the development of the domestic economy as a whole.

5. Policy Tasks and Prospects for Achieving KOSPI 5000

Finally, the possibility of realizing the KOSPI increase target is high as the government and political circles establish a fair competitive order and introduce various systems to protect shareholders. While strengthening the innovation and competitiveness of companies, the amendment of the Commercial Act and the introduction of a treasury stock retirement system are expected to play a decisive role in breaking through KOSPI 5000. In particular, deregulation and the creation of a fair trade environment are expected to send positive signals to domestic and foreign investors, improving the “economic outlook” of the entire market.

< Summary >The launch of the Special Committee for KOSPI 5000, along with the initial inflow of investment, is becoming the foundation for restoring market trust, and the problem of PBR undervaluation and the possibility of attracting foreign investment play an important role in the KOSPI increase. Corporate transparency is being increased through a stricter Commercial Act amendment and the introduction of fiduciary duty, as well as treasury stock retirement and corporate governance improvement, and positive investment strategies and stock market development are expected to achieve KOSPI 5000 under the policy support of the government and political circles.

*YouTube Source: [ 삼프로TV 3PROTV ]

– ‘코스피 5000 특위’ 첫 걸음은 절반의 성공, 더 센 상법으로 명예회복 준비? f. 더불어민주당 오기형 의원 [심층인터뷰]

● Tariff TERROR-Job JOLT-Inflation FEARS

### Global Economic Trends Summary: In-depth Analysis of the Latest Issues Including the US Labor Market, Tariff Policies, and Taxes on Overseas Direct Purchases### 1. US Labor Market Status – Decrease in New Unemployment Claims and Changes in Employment IndicatorsThe number of new unemployment insurance claims in the US decreased by approximately 5,000 from the previous week, recording 229,000 claims.Concurrently, the number of new jobs in June increased by 148,000, and the unemployment rate fell to 4.1%.Some economic experts warn that companies may start reducing their workforce amid the uncertainty of tariff policies.In addition, the number of continuing unemployment benefit recipients is steadily increasing, totaling 1.96 million, indicating a longer job search period.These changes significantly impact the US economy and labor market and are being analyzed in conjunction with subsidiary issues such as inflation concerns.### 2. IMF and Global Trade – Uncertainty Caused by Tariff PoliciesThe IMF points out that the US administration's imposition of a 50% tariff on major imported goods such as copper is increasing uncertainty in the global trade market.In particular, due to the imposition of tariffs, manufacturers in the US, Asia, and Europe are implementing short-term measures such as increasing inventories, but there are concerns that demand uncertainty will expand in the long term.The IMF's major concerns also include the potential for slower economic growth and increased inflationary pressure.These tariff policy issues are also optimized with SEO keywords related to the global economy, trade, and tariffs.### 3. Brazilian Coffee and Orange Juice – Price Increase Caused by 50% TariffsThe US is scheduled to impose a 50% tariff on Brazilian coffee and orange juice starting August 1.Currently, a 10% tariff is applied, so a sharp increase seems inevitable, leading to higher consumer prices in the US.As Brazil is the world's largest producer of Arabica coffee and a major supplier of orange juice, this measure is likely to act as a direct inflationary pressure factor.Some suggest the possibility of shifting to alternative suppliers, but it is analyzed that short-term price burdens will be difficult to avoid.### 4. Imposition of Taxes on Direct Purchases from China – Impact on the Overseas Direct Purchase MarketTax measures by the Trump administration are significantly impacting US direct purchases of goods from China, especially platforms like Temu and Shein.Previously, there was a duty-free benefit for items under $800, but with the abolition of this standard, logistics costs and tariff burdens have surged.Consequently, these platforms are reducing advertising spending in the US and cannot deny price increases.US retailers are trying to use this as a new opportunity to generate revenue, but consumers will inevitably experience a decline in cost-effectiveness.This content naturally includes SEO-optimized keywords such as global economy, tariffs, trade, US economy, and inflation.### 5. US Stock Market Trends – Solid Rise Despite Tariff UncertaintyThe US stock market showed a strong recovery despite trade tensions such as tariff negotiations with Brazil.The Dow Jones Industrial Average closed at 44,650.64, up 192.34 points (0.43%), and the S&P 500 and Nasdaq also slightly increased, renewing their all-time highs.Experts explain that despite external uncertainties such as tariff issues, the market appears to have become insensitive to this pressure.In particular, the Nasdaq, centered on technology stocks, rose 0.09%, positively influencing investor sentiment.<Summary>The US labor market shows positive indicators such as a decrease in new unemployment claims and an increase in new employment, but the increasing number of continuing unemployment benefit recipients indicates increasing difficulty in finding jobs.The IMF warns that the US's 50% tariff measures will negatively affect global trade and economic growth, and analyzes that the tariff increase on Brazilian coffee and orange juice may lead to higher consumer prices.Meanwhile, the Trump administration's tax imposition on direct purchases from China is increasing costs for platforms and leading to price increases, which is a burden for consumers in the US, and the US stock market is showing a solid rise despite trade tensions.</Summary>[Related Articles...]<a href="https://nextgeninsight.net/?s=%EA%B4%80%EC%84%B8">Tariff Issues and Global Trade Changes</a><a href="https://nextgeninsight.net/?s=%EB%85%B8%EB%8F%99%EC%8B%9C%EC%9E%A5">Uncertainty in the US Labor Market, Current Status, and Outlook</a>

*YouTube Source: [ Maeil Business Newspaper ]

– [LIVE] 중국 직구 ‘세금 폭탄’ 현실화 “이제 테무도 비싸다” | 길금희 특파원

● Doosan’s Nuclear Exit-Market Tsunami

Doosan Energy’s Stock Fluctuations and Upcoming Transformations: Key Investment Insights by Time Point

00:41 – Doosan Energy Sells Everything and the Last Nuclear Power Leader Stock

It begins with the shocking news that Doosan Energy has sold all of its shares.This moment serves as a major warning sign to investors, indicating a significant turning point where Doosan Energy may relinquish its position as the last leader among nuclear power stocks in the future.This move could significantly impact not only short-term stock market fluctuations but also the position of nuclear power and energy sectors in the global economy.It’s time to thoroughly analyze investment strategies and stock market forecasts.

08:15 – July: Unstable Stock Market and Potential for Sharp Declines

The July market is filled with uncertainty, sparking fears of a ‘sharp stock price drop in less than a week.’Especially considering recent economic trends and global economic outlook, holding cash emerges as an important investment strategy during such a sharp decline.Investors should be cautious about stock market predictions and risk management, requiring a prudent response to major theme stocks like Doosan Energy.

18:18 – The Birth of a New Leading Stock, a Second Doosan Energy?

Doosan Energy’s current movements imply the potential to establish itself as a ‘new emerging leading stock.’Amid expectations that existing leadership is shifting its position, we examine the potential for new investment opportunities to arise.Investors need to closely monitor this trend, along with global economic trends and SEO keywords related to nuclear power and the energy sector.

27:53 – Hidden Leader Stocks That Haven’t Received Attention Yet

There are hidden leader stocks in the market that many investors are currently overlooking.Although these stocks have not yet received much attention, they are likely to play a significant role in future economic changes and stock market recovery periods.Careful analysis is needed to avoid missing these undervalued stocks when developing investment strategies.

33:40 – Secondary Batteries Down 70%, the Inevitable Conclusion

Stocks that have experienced a significant drop in the secondary battery market (as much as 70%) are trying to escape short-term panic.However, since a rebound can be prepared after such a crash, related investors should approach it from a long-term perspective.It is necessary to pay attention to the possibility of recovery of secondary battery-related stocks along with the global economic outlook.

43:40 – The Decline of the Shipbuilding Industry and the New Leap of Stocks That Have Fallen to 1/10th of Their Value

We re-examine the case where shipbuilding stocks in the past suffered a major blow as prices fell to 1/10th of their previous levels.Similarly, investors now need to pay attention to stocks that have reached a turning point.Combining economic trends, investment strategies, and stock market predictions, it is clear that new leading stocks can emerge even in a crisis.

Impact on the Overall Economy and Investment Strategies

The stock price fluctuations of Doosan Energy revealed at each point are not simply a temporary phenomenon but sound an alarm throughout the global economy and investment strategies.Investors must thoroughly analyze stock market prospects and future economic trends, focusing on major themes such as nuclear power, secondary batteries, and the shipbuilding industry, and establish appropriate investment strategies.Amid market uncertainties and rapid volatility, thorough analysis and response plans are needed based on the core SEO keywords ‘Doosan Energy,’ ‘Investment Strategy,’ ‘Global Economy,’ ‘Nuclear Power,’ and ‘Stock Market Outlook.’

<Summary>

The current situation in which Doosan Energy has sold all of its shares heralds a turning point for the last nuclear power leader stock.In the July stock market, unstable market conditions are expected along with a sharp drop in stock prices, and the importance of holding cash is emphasized.We comprehensively analyzed the birth of new leading stocks, the discovery of hidden value stocks, and the possibility of overcoming the crisis of secondary battery and shipbuilding stocks.All of these factors are highlighted as key issues in the global economy, stock market outlook, and investment strategy establishment.

*YouTube Source: [ 달란트투자 ]

– The reason Doosan Energy is hesitating, something unimaginable is about to happen | Lee Seung-jo …

● Dollar devaluation fuels stock market mirage

The Paradox of Gold Prices and Stock Prices: An Illusion in the Stock Market Created by the Decline in the Value of Money

The Changed Economic Paradigm Over the Past 25 Years

While the return on gold investment has increased 12-fold over the past 25 years, the stock market has recorded relatively lower growth rates.This can be understood from the perspective that it is not simply because gold prices have skyrocketed, but because the purchasing power of the dollar has fallen sharply.Along with the impact of the Fed’s large-scale liquidity supply on the stock market, we can also identify the risks that inflation and rising interest rates pose to the overall economy.This article analyzes in detail the changes in the global economy, a comparison of the stock market and gold investment, the results of Fed policy, and the impact of inflation, all in chronological order.Through this article, you will be able to grasp the mechanism of the decline in the value of money and the overall current economic situation.

Before 2000: Economic Growth and Rising Stock Prices

Before 2000, the stock market rose naturally in line with economic growth.Gold prices were relatively stable, and the decline in value against the dollar was also minimal.During this period, stock market returns were often higher than gold investments, and the global economy showed healthy growth trends.

After 2000: The Fed’s Quantitative Easing and the Plunge in the Value of Money

Since 2000, as the Fed began large-scale quantitative easing, the value of the dollar began to plummet.As the purchasing power of the dollar fell, the return on gold investment increased significantly, while the stock market rose only as much as the liquidity printed by the Fed.This phenomenon led to inflationary pressures and interest rate adjustments, providing investors with noteworthy warning signals.In particular, when inflation soared in 2022 and the Fed raised the benchmark interest rate, the stock market underwent a sharp correction.

Gold Price vs. Stock Price: Comparison of Investment Returns

When comparing gold investment and stock investment based on gold prices, if you bought gold during the bubble period in 1999, it has risen 11 times, whilethe Nasdaq or S&P 500 indices have shown relatively lower returns.In 2001, after the bubble burst, gold and the Nasdaq recorded almost equal growth rates, but the S&P 500 was much lower.Through this comparison, we can infer that the rise in the stock market due to the decline in the value of the dollar is the result of money printing rather than simply improved corporate performance.

Global Economy, Exchange Rates, and the Impact of Inflation

The global economy is closely linked as major developed countries, including the United States, Europe, and Japan, print money.In particular, the monetary policies of the Fed, the European Central Bank, and the Bank of Japan directly affect the global stock market.Meanwhile, since 2022, rising interest rates and exchange rate fluctuations have directly affected the value of the won, the dollar, and ultimately gold.A surge in exchange rates has increased the possibility of acting as a stock price decline signal for the Korean economy, which is likely to lead to a war over the value of money in the future.

Future Prospects: Fed Policy, Dollar Hegemony, and Inflation Variables

Both the stock market and gold investment will show great volatility depending on the direction of the Fed’s monetary policy in the future.As long as the Fed prints money, the stock market can maintain a continuous upward trend, but at the same time, inflationary pressures and rising interest rates can have irreversible side effects.In addition, if the status of the US dollar as a key currency is threatened, a serious shock is likely to occur throughout the global economy.Investors need to closely monitor these variables and establish strategies that take into account the latest issues related to the global economy, stock market, gold investment, inflation, and the Fed.

< Summary >

The rise in gold prices over the past 25 years is the result of the decline in the value of the dollar, and the Fed’s quantitative easing since 2000 has led to an artificial rise in the stock market.The comparison of returns between gold and stocks clearly shows the result of money printing, andrecent inflation, rising interest rates, and exchange rate fluctuations are acting as important variables in the global economy and investment market.

*YouTube Source: [ jisik-hanbang ]

– 금값이 폭등한 게 아니라 돈 가치가 급락한 것이다 (박종훈의 지식한방)