Yoo Shin-ik

K-pop, K-beauty, and Korean food sectors are defensive investments because their demand is driven by cultural popularity, not by interest rate cycles. As the broader market becomes more volatile and AI stocks correct, these sectors offer lower volatility and stable cash flows.

Current long-term interest rates are already reflecting the peak of the tightening cycle. Short-term bonds offer attractive yields with low duration risk, and they serve as a hedge against the expected slowdown in liquidity and economic activity.