President Lee defers heavy capital gains tax for contracts through May 9; Trump pressures Canada daily over 'improving China relations'; 'systematically self-destructing' | Kwon Soon-woo, 3PRO TV Coverage Team Lead

이 대통령, 양도세 중과 5월9일 계약까지 유예…트럼프, '중국 관계개선' 캐나다 연일 압박…"체계적으로 자멸 중" | 권순우 삼프로TV 취재팀장 [뉴스3]
Watch on YouTube ↗  |  January 25, 2026 at 23:07  |  29:38  |  3PRO TV (삼프로TV)
Speakers
Jung Young-jin — Reporter, The Korea Economic Daily
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

The video is a morning news segment covering Korean real estate tax policy, US-Canada-China trade tensions, US market moves, and Korean equity fund flows. Jung Yun-jin forecasts KOSPI 8,000 by June and notes foreign investors still have room to buy, while Kwon Soon-woo points to strong domestic liquidity and retirement pension inflows as supports for Korean equities. The segment also flags possible won weakness if real estate capital moves into US stocks and reviews Intel's drop and mixed US semiconductor trading.

  • President Lee says the heavy capital gains tax deferral for multi-home owners will end, with contracts by May 9 exempted.
  • The discussion frames tighter real estate policy as a possible trigger for broad national asset reallocation.
  • Jung Yun-jin forecasts KOSPI 8,000 by June and says foreign investors still have room to buy Korean equities.
  • Kwon Soon-woo argues Korean equities can rise on record retail deposits, margin balances, trading volume, and retirement pension inflows.
  • Kwon Soon-woo warns that if real estate proceeds flow into US stocks, the won could face renewed depreciation pressure.
  • US market review covers Intel's weak guidance and mixed semiconductor trading.
  • Trump's pressure on Canada over its China relationship and limited US support for Korea are also discussed.
Ideas
Jung Young-jin Reporter, The Korea Economic Daily 0:40
KOSPI to 8,000 by June
He rejects the idea that the KOSPI must fall simply because it reached 5,000, noting that similar fears existed around 4,000. He targets 8,000 by June and later argues that foreign investors have not yet entered Korean equities in size, leaving room for additional inflows to support the market.
^KS11 HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 9:45
Real estate tax shifts asset allocation
He says tighter real estate policy and the end of the multi-home capital gains tax deferral could push capital out of real estate into financial assets. The destination is uncertain: flows into Korean stocks would support domestic equities, while flows into US stocks could add downward pressure on the won. He frames this as a national asset-allocation shift that should be monitored, including for USD/KRW.
USD/KRW MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 21:49
Korean equities rise on pension liquidity
He argues Korean stocks are likely to rise further because domestic liquidity is abundant: investor deposits are near 100 trillion won, credit balances are at record highs, and daily turnover has jumped 132% year-over-year. He also says valuations are not stretched because earnings estimates are rising faster than prices, while retirement pension reserves of roughly 500 trillion won are shifting toward securities and possible fundization, creating a new domestic equity buyer. He concludes the market will go up.
^KS11 HIGH
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This 3PRO TV (삼프로TV) video, published January 25, 2026, features Jung Young-jin, Kwon Soon-woo discussing ^KS11, USD/KRW. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jung Young-jin, Kwon Soon-woo  · Tickers: ^KS11, USD/KRW