[SBS News Briefing]
When citing or quoting this interview, please explicitly state that it is from the program 'SBS News Briefing'. Copyright belongs to SBS.
■ Broadcast: SBS News Briefing, Mon–Fri (14:00–15:20)
■ Host: Park Jin-ho, Editorial Writer
■ Panelists: Moon Nam-joong, Senior Research Fellow at Daishin Securities Research Center; Park Yeon-mi, Economic Commentator
--------------------------------------------
● Moneyverse
Park Yeon-mi / Economic Commentator
"Midterms marked by fierce backlash over high inflation"
"Demand for South Korean semiconductors will slow down or chip prices will drop"
"South Korea's market index sensitivity is quite high"
"Large influx of funds from insurers and pension funds unless regulatory hurdles are met"
"The US will review and adjust matters one by one... South Korea risks missing a step"
Moon Nam-joong / Senior Research Fellow at Daishin Securities Research Center
"Musk may look like a victim for now, but he will pursue practical gains"
"Adjustment of pace inevitable for Trump-pushed projects... share prices of defense, shipbuilding, and nuclear energy sectors fall"
"'Environmental levies' could become a subject of major political controversy"
"An early end to the war involving Iran could raise the possibility of a rate freeze in December"
"The current state is one of 'excess absorption' where demand outpaces supply"
"Structural imbalances in semiconductor supply and demand are likely to persist"
"Stock prices expected to rise toward the end of the year... favorable trends anticipated in the first half of next year"
※ Detailed information is available in the video.
※
Copying, redistribution, and unauthorized use in AI training are strictly prohibited.