Monday, October 21, 2024, 7 PM Infomax Live 💁🏻‍♂️ Host: Kim Young-rong, Team Leader of Product Strategy Division, Woori Asset Management 💁🏻‍♂️ Guest: Dr. Lee Chul (former head of Samsung SDS China), Kang Hyeon-gi, Head of Equity Department, DB Financial Investment, Kim Min-soo, CEO of Lemon Research, Min Jae-gi, Team Leader of KB Securities PRIME CLUB 1:14 Part 1 [What is North Korea (Kim Jong-un) aiming for] What is the background to North Korea's decision to dispatch troops to Russia? Will the North Korean military be able to be deployed on the front lines of the Russia-U.S. war? What benefits will North Korea gain from dispatching troops? Why has North Korea recently become closer to Russia than to China? What are China's intentions behind the close relationship between North Korea and Russia? What will Xi Jinping talk about when he meets Putin? Will Xi Jinping take action related to the dispatch of troops to North Korea and the U.S. presidential election? Is it possible that cooperation among North Korea, China, and Russia will be highlighted even more? Is it possible that China will also dispatch troops and support Russia? What will be the impact of North Korea's troop deployment on the security of the Korean Peninsula? North Korea's choice of 'severance of the South and the North', what is the background? At this point, what is the meaning of 'China's Taiwan encirclement drills'? When will China's repeated stimulus measures be effective? What are our tasks? (Dr. Lee Chul / former head of Samsung SDS China) 44:45 Part 2 Will a soft or hard landing of the economy determine the direction of the stock market? What is the level of valuation of the US stock market? What is the background of the downward revision of the US GDP consensus for 2025? What is the investment strategy? (Kang Hyeon-gi, head of the stock division of DB Financial Investment) 1:11:57 Part 3 Korea, reasons for and outlook for weakness compared to the global stock market? Increased sales of iPhone 16 in China, what is the judgment on related stocks? What is the background of the strength of entertainment and music stocks? (*Signs of global success of Blackpink Rosé's 'Apartment', etc.) What is the outlook for the shipbuilding industry according to the new ship price index? Increased geopolitical risks from North Korea, what will be the impact on defense stocks? What will be the impact of policy momentum on power and energy stocks? (*Construction of 4 small modular reactors reflected in the 11th power supply and demand plan) Check out this week's major performance announcements. Are expectations of SK Hynix's record-breaking performance growing? Will Hyundai Motor's IPO in India be successful? (Kim Min-soo, CEO of Lemon Research, Min Jae-gi, Team Leader of KB Securities PRIME CLUB) ↓↓ Yonhap News Economy TV Live Data Room ↓↓ http://infolive.einfomax.co.kr/t/info... 📚Buy Choi Yoon-sik's 'Bold Preparation for 2050' https://product.kyobobook.co.kr/detai... 📚Buy Kwak Su-jong's 'Capitalism is the Enemy of Capitalism' https://product.kyobobook.co.kr/detai... 📚Buy Park Joo-geun's 'Invest in What Does Not Change' https://product.kyobobook.co.kr/detai... 📍 Yonhap News Economy 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 and redistribution, AI learning and use prohibited #Live #Economy #Trump #Harris #US presidential election #China #Secondary battery #KOSPI #KOSDAQ #Samsung Electronics #SK Hynix #AI #Semiconductor #Big Tech #NVIDIA #Interest rate #Powell #Bio #Gold investment tax #Bonds #Exchange rate #US-ROK semiconductor #War #North Korea #Kim Jong-un #Russia #North Korea