What’s next for markets after the holidays? CEO Song Jae-kyung breaks down the tug-of-war between AI optimism, rising rates, and semiconductor earnings—and shares what to watch in October, from Micron to the KOSDAQ. Get up to speed on the markets with us!
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0:00 - Post-Holiday Market Risks and Earnings
4:33 - Foreign Flows and AI Semiconductor Positioning
10:13 - KOSDAQ Sector Outlook and Stock Selection
13:40 - Micron Earnings and AI Demand Risks
16:44 - October Outlook, Rates, and Volatility
