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[Main Content] 1. When will the Korean stock market improve? “(Trump’s pledges) are unlikely to be realized even halfway, but they are afraid that they will become reality. This is Trump’s deal-making technique.” “Once we learn the true nature of Trump’s regulations to some extent, then there is a possibility of a rebound.” 2. The direction of the Korean semiconductor industry “Samsung had structural problems.” “It is not that it is second place, but the technological gap has widened.” 3. Why is there an exodus of foreign investors from the market? “If you look at the foreign investors who are leaving, they are those who have invested for the long term. They think that they have doubts about the competitiveness of companies such as Samsung Electronics.” 4. What is the impact of the US-China conflict on exports? TikTok, CATL, and the exchange rate are important. “This could be a crisis for our country’s battery companies.” “During the Biden administration, our country’s market improved because we did not allow in Chinese competitors.” 5. What is the impact of increased interest in US stocks on the Korean stock market? “If a lot of money flows overseas, it does not come back well. “If Korea’s transactions decrease, our market volatility increases.” “Individual investors are leaving and foreign investment increases, which increases market volatility.” 6. Trump’s presidency, what is a smart investment method? “In order for Trump to boost manufacturing, the dollar should be weak, the currency of the other country should be strong, and interest rates should not be high for many companies to enter the U.S.” “Half of what Trump said was bluffing and fake. It is likely for negotiation purposes.” 7. About ‘Trump phobia’ “Trump’s movement pattern is the same, but what we think is excessive.” “China’s movements are important. China’s efforts to match its economic growth rate will have a positive effect on our country.” 8. Is our country at the bottom now? “Except for (Samsung) Electronics, I don’t think we will fall further from here. I think we will be in a profitable phase.” #Saman Electronics #Samsung Electronics #Lee Jae-yong