6월, 2026의 게시물 표시

[Part 3] [2026.06 Market Report] Practical Investment Guide – Verify by 'Conditions,' Not Just Stock Names

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[Part 3] [2026.06 Market Report] Practical Investment Guide – Verify by 'Conditions,' Not Just Stock Names [Chapter 17. The Meaning of Copper] Copper remains strong, reflecting industrial demand for data centers and power grids. However, do not assume this means every related stock will rally. [Chapter 18. Essence of the Market] & [Chapter 19. Conditions Foreigners Watch] We are in a "Verification Phase." To find the next leader, ignore stock names and filter them by these 5 conditions : No. Verification Condition Goal 1 Was it ignored during the main rally? Price burden check 2 Is foreign capital quietly flowing in? Tracking "Smart Money" 3 Is there a logical story for the masses? Growth potential check 4 Is the chart in "Recovery" or "Early" stage? Identifying the cycle start 5 Is it free from public/media frenzy? Overheating prevention [Chapter 20. Practical Strategy] & [Chapter 21. Strong vs. Weak Assets] Manage your winner...

[Part 2] [2026.06 Market Report] Global Temperature Check – Developed Markets Hold, Emerging Markets Weaken

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  [Part 2] [2026.06 Market Report] Global Temperature Check – Developed Markets Hold, Emerging Markets Weaken [Chapter 10. Semiconductors Remain Strong] If your portfolio is heavily weighted in semiconductors, it is time for strategy management. Semiconductors are still in a strong growth stage, but as the index takes a breather, taking some profits to secure liquidity is a prudent move. [Chapter 11. Korea Market Strategy] For stagnant stocks, don't panic-sell. Distinguish between stocks that are simply ignored and those that are fundamentally in a "Decline Stage." If earnings are improving, wait for the rotation. [Chapter 12. Global Market Temperature Check] Developed Markets (US Nasdaq, Europe): Still holding strength in monthly charts. Emerging Markets (Korea, Taiwan, China, India): Showing signs of weakness earlier than developed markets. [Chapter 13. Japan/Emerging Market Weakness] & [Chapter 14. Don't Abandon India] Japan's Nikkei is showing clear ...

[Part 1] [2026.06 Market Report] "Semiconductors are strong, but KOSPI is taking a breath" – Why it’s time for a 'Verification Phase'

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  Here is the English version of your three-part blog series, titled "The June 2026 Global Investment Asset Growth Stage Report." I have optimized the tone and formatting for an English-speaking audience while preserving your professional insights and the "Growth Stage" methodology. [Chapter 1. Opening] Hello, this is Dr. Kim. In June 2026, many investors are facing a dilemma. "Has the KOSPI risen too much?" "Is the semiconductor correction beginning?" and "Should I take profits now?" In this report, based on the growth stage charts for global equities, commodities, and currencies as of June 7, 2026, we will analyze the market's current position and necessary strategies. [Chapter 2. Investor Dilemma] Strategies must differ depending on whether you hold stocks that have already surged or stocks that have remained stagnant. The key is not to "buy just because the index is up," but to verify which growth stage your specifi...