Category: Today’s Brief
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Response Strategies to US Tariffs: Focusing on Korean Strategies 1. US Tariff Imposition Situation US tariffs begin on February 4, 2024 Former President Trump declared a 25% tariff imposition through an executive order. Neighboring countries like Canada and Mexico are also affected, and Korea is also drawing attention as a potential victim country.…
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### 2025 Canada and Mexico’s Retaliatory Tariffs Against the US: Key Points Summarized 1. Background of the Trade Dispute US President Trump signed an executive order imposing a 25% tariff on several countries, including Canada and Mexico. This measure significantly impacted Canadian and Mexican products, with a 10% tariff on Canadian energy and a 25%…
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Interpretation of Trump's 25% Tariffs on Canada and Mexico 1. Reasons for Imposing 25% Tariffs on Canada and Mexico Before the election, Trump publicly stated that he would impose 25% tariffs on Canada and Mexico, and he has indeed followed through with this. This is aimed at blocking circumvention export routes through Canada and…
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The content is lengthy and complex, but I’ve restructured it and organized it by key points. The main theme is political situation and economic approaches. Below, I have grouped the information and clearly defined the main messages. 1. South Korea’s Political Situation and Issues Concerns about Communist Trends The assertion that South Korean society…
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Financial Markets and Investment Strategies: Market Briefing on February 2, 2025 1. Recent Trends in Financial Markets Decline in Major U.S. Indices: S&P 500: Down by 1%. Nasdaq: Down by 1.6%. Particularly, the fluctuation of large tech stocks has been a major influence. Increased Volatility: Increased risk per stock amid changes that confuse market…
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Inheritance Tax, Gift Tax, and Tax Audit Response Methods: A Comprehensive Guide 1. Key Deduction Systems to Reduce Inheritance Tax Utilizing the Co-residence Housing Inheritance Deduction If a child (adult) has co-resided with their parents for more than 10 years, a maximum deduction of 600 million KRW is possible when inheriting the house. However,…
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AI, Big Tech, and Investment Strategies: Market Trends and Analysis 1. Stock Price and Valuation: What Determines Them? Stock prices are greatly influenced not only by a company's profits but also by its valuation. Valuations are formed based on investors' interest and expectations. Companies with a "wow factor" attract more attention, potentially leading to…
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U.S. Stock Market Summary and Analysis 1. U.S. Stock Market Key Indicators and Situation Summary 1.1 Inflation Indicators & Apple Earnings Summary Inflation Indicators: Met market expectations. Apple Earnings: Exceeded forecasts, but stock price surge limited due to tariff issues. 1.2 Market Fluctuations Due to Tariff Issues The U.S. announced a 25% tariff on…
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AI Era, KOSPI and Corporate Competitiveness 1. The Future of KOSPI in the AI Era The overall fundamentals of KOSPI are weakening. Major companies are facing a difficult situation with declining global competitiveness. However, it is important to focus on the growth potential of AI-related industries and related companies. 2. KOSPI-Listed Companies to Watch…
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Analysis of NVIDIA GPU Demand Trends and Market Post-DeepSeek Launch Market Concerns Following DeepSeek Release When DeepSeek entered the market, many people worried that NVIDIA's GPU demand would plummet. In fact, upon the unveiling of DeepSeek's innovation and low-cost AI processing technology, NVIDIA's stock price briefly plunged nearly 17%. The Reality of DeepSeek and…