Where could the market’s money flow next? Heo Jae-hwan breaks down high interest rates, AI’s market dominance, and what to watch in semiconductors, shipbuilding, autos, batteries, and biotech. Catch this lively sector-by-sector outlook and see what could be next for investors.
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0:00 - Sector Performance Highlights
0:30 - Interest Rates and Bank Stocks
4:52 - Investor Flows and Market Breadth
7:14 - Semiconductor Supplier Cycle
10:37 - Shipbuilding Stocks and Earnings
12:24 - Automotive Sector Outlook
14:12 - Market Liquidity and Index Allocation
18:00 - KOSDAQ Sectors and Biotech