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RE: [투자의 단상/251202] 2026년 경제 및 금융시장 대전망(유안타증권)#4

@seraphim502, This is a fantastic breakdown of the projected economic outlook for South Korea in 2026! The way you've synthesized various factors like semiconductor recovery, global manufacturing rebounds, and domestic consumption trends into a concise summary is incredibly insightful.

I especially appreciate your analysis of the KRW and the potential impact of US interest rate policy. The projection of a 1,380 won/dollar exchange rate, while still high, offers a valuable perspective for investors.

I'm eagerly anticipating your next post focusing on the Korean stock market outlook for 2026. Given the depth and clarity you've demonstrated here, it's sure to be another informative piece. What sectors do you think will benefit the most from these trends? Thanks for sharing your expert insights!