'First 100 Won Each' Sudden Price Hike Before Seol... 'Park Impeachment' D?j? Vu? [3-Minute Brief]

[At a Glance]
① China Emphasizes "International Cooperation" for Differentiation
② Impact from US FOMC and Uncertainty over Trump's Tariff Policy
③ Semiconductor ETFs Highlight Bargain Appeal after Last Year's Slump

MARKET INDEX : Year to date

○ The three major indices closed higher amid earnings announcements from key companies

○ Impact of Chinese AI company DeepSeek's cost-effective model announcement

○ Impact of Trump's announcement on imposing tariffs on Canada and Mexico

Top3 NEWS

■ Why China Wants to Become a 'Climate Response Leader'

○ Second term Trump rolling back climate and environmental policies
○ China emphasizes "international cooperation" to differentiate itself
○ Concerns over becoming a responsible great power without commitments

■ Won-Dollar Exchange Rate Surges Above 1450... Digesting US Trade Policy Uncertainty

○ Supply-demand instability due to 'DeepSeek shock'
○ Influences from US FOMC and Trump's tariff policy uncertainty
○ Experts believe further rises will be limited

■ Early Year ETF Returns Show Semiconductor and Power Sectors Smiling

○ Semiconductor ETFs highlight bargain appeal after last year's slump
○ Power infrastructure ETFs rise on Trump's large-scale investment plans
○ The power role underlying AI data centers will receive more attention

Graphic News: 'First 100 Won Each' Sudden Price Hike Just Before Lunar New Year... A D?j? Vu of 'Park Geun-hye Impeachment'?

○ Burger King raises prices by 100 Won on Whoppers just before Lunar New Year

○ Starbucks raises prices by 200~300 Won on 22 items

○ Increase in raw material and logistics costs and impact of high exchange rates

the Chart : "Growth Rate Drifting Away from 2%"... Will Fiscal Stimulus Policies Gain Momentum?

○ Growth forecasts are being revised downward one after another... converging to 'low growth in the 1% range'

○ "Strong government commitment to fiscal stimulus and supplementary budget policy implementation needed"

○ To achieve a low start and strong finish trend, commitment to stimulus and policy implementation are necessary

Today's Key Schedule

○Domestic

3rd: KOSDAQ listing of Samyang NChem, offering price 18,000 Won

Dongbang Medical subscription, offering price 10,500 Won

○Overseas

08:00 South Korea Industrial Production (YoY) (December)

17:00 Spain Unemployment Rate Change (January)

19:00 OPEC Meeting

19:00 Consumer Price Index (MoM) (January)

23:45 Manufacturing Purchasing Managers' Index (January)

◇ Lunch & Commute Weather

○ Lowest temperature -5℃ (0℃) ｜ Highest temperature: -2℃ (0℃)
○ Precipitation probability 10% in the morning｜0% in the afternoon
○ Fine dust Moderate in the morning｜Moderate in the afternoon

3 minutes is OK, essential time-efficient economic news. Published daily at 8 AM.