资本市场看好李在明！上任5天他做了这些事

Core Viewpoint - The newly elected South Korean President Lee Jae-myung prioritizes economic revitalization, focusing on high-tech industries like AI and semiconductors to enhance competitiveness and create jobs [1][4]. Economic Policy and Market Response - Lee Jae-myung's administration aims to address multiple economic challenges, including regional development disparities and job creation [1][4]. - Following Lee's inauguration, the KOSPI index rose over 4%, rebounding more than 20% from April lows, nearing a bull market [1][8]. - The South Korean won appreciated by 1.50% against the US dollar, reaching a recent high of 1351.80 [1]. Political Stability and Governance - The end of political vacuum is expected to improve the political risk index in South Korea, with a current score of 18.85, down from over 20 [4][8]. - Lee's government is anticipated to have a stable political environment until at least the 2028 National Assembly elections, enhancing policy implementation capabilities [1][4]. Trade Relations and Tariff Negotiations - The new government is prioritizing tariff negotiations with the US, with a focus on reaching a comprehensive agreement by July 8 [5][6]. - The outcome of these negotiations is critical, as South Korea's exports to the US in sectors like automobiles and steel face significant tariffs [5][6]. Economic Growth Forecasts - Despite a 0.2% contraction in Q1 2025, market expectations for South Korea's economic growth are improving, with forecasts for real GDP growth adjusted upwards by major financial institutions [8][9]. - Goldman Sachs raised its GDP growth forecast for South Korea from 0.7% to 1.1%, while Morgan Stanley adjusted its projections for 2025 and 2026 to 1.1% and 1.5%, respectively [9][10]. Investment Sentiment - Lee's commitment to boosting the stock market, with aspirations for the KOSPI index to reach 5000 points, has attracted renewed interest from global asset management firms [10].