[Live at 7 PM] Will the US Big Tech Rally Continue in the Second Half? / Is the Market Not Happy for

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Published on Streamed live on Jun 19, 2024

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Wednesday, June 19, 2024, 7 PM Infomax Live ????????‍♂️ Host: Eun-jung Choi, MC, Sang-jun Kwak, Manager of Gwanghwamun Financial Center, Shinhan Investment & Securities ????????‍♂️ Guest: Ji-ho Yoon, Head of Retail Business Division, LS Securities, Dong-won Yoo, Head of Global Asset Allocation Division, Yuanta Securities, Min-soo Kim, CEO of Lemon Research, Young-hoon Lee, Sales Director, Gangbuk WM, Haitoo Investment & Securities ↓↓ Yonhap News Economy TV Live Data Room ↓↓ http://infolive.einfomax.co.kr/t/info... ???? Buy Joo-geun Park's 'Invest in What Doesn't Change' https://product.kyobobook.co.kr/detai... 1:14 Part 1 [Interest Rates are the Supply of Money, Economy is the Demand for Money] Will the Short-Term and Long-Term Interest Rate Inversion Be Different This Time? What Will Be the U.S. Stock Market When the Short-Term and Long-Term Interest Rate Inversion Is Resolved? Will the U.S. Loan Growth Rate Improve? Differences between US manufacturing and service sectors What if the pace of increase in US immigrants slows? Can the Korean stock market overcome PBR of 1x? What is the outlook for the Korean semiconductor industry? Why is the won-dollar exchange rate staying upward? Finding investment items among export stocks Are LG Electronics and Samsung Electronics serious about heat pumps? (Yoon Ji-ho, head of LS Securities Retail Business Division) 44:32 Part 2 [When to continue expanding investment in large technology stocks] US big tech continues to break all-time highs, what is the outlook? Russell 2000 index stagnant, small and mid-cap stocks neglected, how long will it last? (Yoo Dong-won, head of Yuanta Securities Global Asset Allocation Division) 1:18:31 Part 3 Can KOSPI break through 2,800p this week? Samsung Electronics recovers to the 80,000 won range, is this the beginning? What does it mean for foreigners to sell SK Hynix? KOSPI foreign ownership ratio at 3-year high, will it continue? Is further increase possible for defense stocks? Some shipbuilding stocks are hitting new highs, what is the outlook? Hyundai Motor Group continues to be extremely strong, what is the background? K-food and beauty that were doing well are falling, a buying opportunity? (Kim Min-soo, CEO of Lemon Research, Lee Young-hoon, Sales Director of Hi Investment & Securities Gangbuk WM) 2:02:29 9 PM [Follower Money] Host: Choi Eun-jung MC Guest: Lee Seung-jo, CEO of Dain Economy Topic/ Derivatives standard, entering a meaningful high ???? Yonhap News Economic TV Homepage http://www.yonhapnewseconomytv.com/ ???? Channel: Genie TV 187, BTV 167, LGU+ 171, BTV (Altteul) 199, HCN 417, DLive 268 Copyright (c) Yonhap News Economic TV, Unauthorized reproduction-redistribution, AI learning and use prohibited #Live #Economy #KOSPI #KOSDAQ #Samsung Electronics #SK Hynix #Hyundai Motor Company #Samyang Foods #Stocks #Big Tech #Shipbuilding stocks #Defense industry #Secondary batteries

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