라떼 안전자산 엔화, 어디⤴️ 까지 내려가는⤵️거예요?📉

INSIDERS' REPORT EP.18 - Part 2 Guests: Shuka (MC) | Kwak Sang-jun, CEO of Matrix Investment Advisory | Park Jung-ho, Adjunct Professor at Myongji University Graduate School *This video was filmed on August 21, 2026. [AI Summary] We examine whether SK Hynix's announcement of 40 trillion won and Samsung Electronics' announcement of 110 trillion won in shareholder returns will serve as an opportunity to spread a shareholder-friendly culture among domestic companies and boost stock market value. Following this, we analyze the background of the yen falling to its lowest level in 40 years, Japan's interest rate and fiscal policies, and the status of the yen as a safe haven asset. Furthermore, we attribute the difficulty in stabilizing long-term interest rates despite U.S. Treasury buybacks to war costs and competition in AI investment. We forecast the possibility that if high interest rates persist, it could lead to the collapse of the data center bubble, financial difficulties for companies not related to AI, and polarization of the stock market. Instead, 📍Timeline 00:00 Highlights 00:34 Opening 01:28 The Start of the Shareholder Return Rally 02:40 SK Hynix’s 40 Trillion Won Share Buyback: An All-Time Great Shareholder Return? 03:28 The Shareholder Return Competition Between SK Hynix and Samsung Electronics 06:11 Shareholder Returns Changing the Korean Stock Market 08:52 The Yen Drops to Lowest Level in 40 Years 10:35 Why Has the Yen Become a Safe haven asset? 16:45 US Treasury Buybacks and Long-term Interest Rates 18:12 Reasons Why US Treasury Rates Are Rising 19:31 Possibility of a Data Center Bubble Collapse This video was produced for informational purposes only and we assume no liability for investment losses. This video is not an investment recommendation; investment decisions and the resulting responsibility lie solely with the viewer. The content of this video represents the personal opinions of the featured experts and is unrelated to our company's official position. - Image source: gettyimages #PLUSTV #ShareholderReturn #Yen #InterestRate #Shuka #KwakSangjun #ParkJeongho