Mirae Asset Minutes [2025: Volume 21]Biweekly strategy meeting recap
With the BOK expected to keep the base rate unchanged through 2H25, market interest rates have begun to rise. This is favorable for banks’ NIMs.
210 Views
Mirae Asset Minutes [2025: Volume 20]Biweekly strategy meeting recap
Global equities are likely to remain on an upward trend, supported by favorable liquidity conditions and optimism surrounding AI ecosystem growth
529 Views
Mirae Asset Minutes [2025: Volume 20] Biweekly Strategy Meeting Recap
Global equities are likely to remain on an upward trend, supported by favorable liquidity conditions and optimism surrounding AI ecosystem growth
514 Views
Mirae Asset Minutes [2025: Volume 19]Biweekly strategy meeting recap
While AI-related demand from hyperscalers and governments is surging, demand for commodity memory remains uncertain, leading to limited capacity...
476 Views
Equity Strategy[October] Reduced Earnings Volatility Is the Key to a Re-Rating
The 3Q25 earnings season is set to kick off following the Chuseok holiday. The consensus for Korean companies’ aggregate operating profit stands at...
346 Views