韩国5月外国对本国债券的净投资增加11.34万亿韩元，而4月为增加11.26万亿韩元；5月外国对韩国股市 的净投资为增加2.01万亿韩元，而4月份为减少13.59万亿韩元。 ...

Group 1 - The new left-leaning president of South Korea, Lee Jae-myung, is expected to initiate a fiscal expansion era accompanied by rising government debt, leading to increased challenges for South Korean bonds [1][3] - The yield on 10-year South Korean government bonds surged over 10 basis points to 2.90%, reflecting investor concerns about increased debt supply following Lee's election [1][3] - The Ministry of Finance plans to issue 207.1 trillion KRW (approximately 150.7 billion USD) in government bonds this year, with expectations of additional stimulus measures that could further increase debt issuance [3] Group 2 - Major banks, including Morgan Stanley, predict that the Lee administration will introduce a second round of stimulus worth at least 35 trillion KRW, while ING forecasts it could be between 40 trillion and 45 trillion KRW [3] - Analysts suggest that if the second supplementary budget is around 30 trillion KRW, it could lead to an additional 25 trillion KRW in government bond issuance for the year [3] - The South Korean stock market has entered a "technical bull market," driven by expectations of accelerated economic expansion under Lee's government [3][4] Group 3 - Lee Jae-myung has set a target for the KOSPI index at 5000 points, indicating a strong focus on enhancing the valuation of South Korean stocks and addressing the "Korea discount" phenomenon [4] - The KOSPI index closed around 2770 points, reflecting market optimism regarding potential policy-driven growth in the stock market [4]