2026 KOSPI Outlook and Global Market Cycle Shift: Assessing Liquidity Recovery, Earnings Rebound, and Structural Repricing in Korea’s Equity Market as Global Rates Normalize and Capital Rotation Strengthens Toward Undervalued Asia 2026 KOSPI Outlook 2026 KOSPI Outlook: Liquidity Recovery and Earnings Repricing The Korean equity market enters 2026 positioned for a potential transition into a … 더 읽기
The global economy continues to show resilience despite mixed signals. Growth is moderate (around 3-4% expected in 2025), and inflation is easing in many regions. Major central banks (in the US, Europe, etc.) have paused rate hikes and hint at possible easing as prices stabilize. At the same time, emerging sectors like artificial intelligence (AI) … 더 읽기
1. Introduction The year 2025 marks a critical turning point for the global economy.With the U.S. Federal Reserve preparing to enter a rate-cut cycle,every major asset class around the world is being repositioned.After two years of high interest rates, inflation has cooled,but consumer spending and corporate earnings have weakened. The market now views rate cuts … 더 읽기