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外汇交易员· 2025-11-05 02:24
国务院总理李强:推进治理改革,完善国际经贸规则体系。五年以后,中国的经济规模有望超过170万亿元。中国将坚定不移地推进高水平对外开放,稳步扩大制度性开放。助力更多外国优质商品和服务进入中国市场。将在电信、医疗等领域进一步开展对外开放试点。任何国家想实现稳定和可持续发展,都不能只取不予。 ...
“韩特估”终结“泡菜折价”?摩根大通看韩国股市“两年内涨50%”
Hua Er Jie Jian Wen· 2025-07-13 04:09
Group 1 - The core viewpoint of the report is that the Kospi index in South Korea is expected to rise over 50% within two years, potentially reaching the 5000-point mark, following a strong performance this year [1][3]. - Morgan Stanley upgraded the rating of South Korean stocks from neutral to overweight, citing President Yoon Suk-yeol's commitment to governance reforms and his goal to elevate the Kospi index to 5000 points during his five-year term [3][4]. - The optimism is fueled by the expectation of governance reforms aimed at addressing the "Korea Discount," which refers to the lower valuation of South Korean companies compared to global peers due to concerns over corporate governance and policy risks [4][5]. Group 2 - Despite the strong market performance, foreign investment remains cautious, with lower buying activity compared to early 2024, indicating that investors are seeking better entry points [5]. - The report suggests that as long as the reform process remains on track, investors should consider increasing their holdings during any market volatility, as global interest in the South Korean market is rising [5].