아직도 쉬는 말 붙잡고 계신가요? “달리는 말에 올라타라”… 지금 시장의 핵심 전략 | 박병창 MP파트너스 대표 [마켓 인사이드]

Summary

Park Byung-chang analyzes the recent Korean market surge, attributing it to semiconductor heavyweights Samsung Electronics and SK hynix. He notes massive foreign selling as hedge fund profit-taking while individual buying remains strong. He highlights upcoming ETF launches on these stocks as a supportive factor and expresses a bullish view on India for the second half. He advises focusing on momentum stocks and setting personal investment criteria.

• Korean market surged 13.5% in three trading days.
• Foreign investors sold 8.4 trillion won in one day, likely hedge fund profit-taking.
• Individual investors heavily bought, showing strong retail demand.
• Upcoming leveraged and single-stock ETFs on Samsung and SK hynix expected to boost demand.
• Speaker suggests India as a bullish play for the second half.
• Advises focusing on momentum stocks ('running horses') rather than laggards.
• Market may see increased volatility due to concentrated flows.
• Emphasizes setting personal investment criteria to avoid FOMO.