Prolonged high oil prices lead to weakened consumer spending due to rising prices and deteriorating corporate earnings.
This will play a role in reducing the magnitude of stock price increases.
Additionally, concerns about a bubble in the AI sector continue to grow, similar to the recent controversy over Oracle's cancellation of data center construction.
You should be careful when investing in artificial intelligence/semiconductor-related stocks.
However, I believe the Korean stock market will maintain its current uptrend at least through June of this year.
Korea's stock price increase is due to market normalization + real estate money movement + the flow of public sentiment,
so I believe it will be less affected by external factors.
However, as time passes, after September this year, the Korean market will eventually be affected by the global economic trend.
