Why are stocks rising as rates climb, and can earnings keep the rally alive? Han Se-goo breaks down semiconductors, battery stocks, market trends, and how to spot shifting investor flows. Catch the insights before making your next move, and enjoy the discussion with us! #Stocks #Investing #Markets
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0:00 - Growth, Interest Rates, and Market Caution
3:24 - Korean Stocks and Semiconductor Performance
6:22 - KOSDAQ, AI Supply Chains, and Semiconductor Valuations
10:36 - Foreign Selling and Exchange Rate Concerns
12:02 - Security Themes and Secondary Battery Earnings
17:28 - Substrates, MLCCs, and Earnings Expectations
19:56 - Investment Strategy and Individual Stock Selection
