Why is the KOSPI struggling despite strong company earnings? Professor Seo Jun-sik breaks down where market money could come from, how rising rates may reshape investing, and ways to stay steady through uncertainty. Tune in for a lively conversation on Korean stocks, risk, and finding opportunity in a crisis.
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0:00 - KOSPI Liquidity and Sources of Capital
6:37 - Exchange Reform and Developed-Market Access
8:58 - Interest Rates, Foreign Selling, and Opportunity
12:15 - Portfolio Strategy and Downside Protection
16:40 - Crisis Patterns and Economic Resilience
19:01 - Bonds and Defensive Stock Strategies
21:30 - Crisis Risk and Equity-Funded Growth
23:42 - Financial Stocks and Understandable Businesses
