Current status of overseas securities companies’ response to the Korean stock market

B) Morgan Stanley
The existing outlook for weak exports and delayed consumption recovery is
There is no change in the industry situation.
Existing 2025 GDP growth forecast framework for Korea
Downgraded from 2.0% to 1.79
Investment opinion on the Korean stock market: All neutral to overweight
Downgraded to reduced
Due to uncertainty in the policy environment, there is a possibility of persecution and
Presidential change poses a downside risk to domestic demand and investment activity
There is great potential to expand:
If political instability continues,
Concerns may grow, but the short-term economic impact is
appears to be limited
c) CLSA
Even if the emergency accounting problem is resolved, Korean stocks
may be negatively affected by additional political risks.
It will.
Immediate adjustment to reduce exposure to Korean stocks
must be implemented
Currently, all Korean stocks are strongly recommended to be sold.

AI investor left Korea. Right now.
‘
‘
‘
All investors should leave Korea
right now
‘