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Korea's AI stock market big winner! National Pension made a profit of 189 trillion won in the second quarter, with Samsung and SK Hynix contributing nearly 80%.

Korea's AI stock market big winner! National Pension made a profit of 189 trillion won in the second quarter, with Samsung and SK Hynix contributing nearly 80%.

``` The AI-driven semiconductor bull market has swept through the Korean stock market, making Korea’s National Pension one of the biggest institutional winners. In the second quarter alone, it enjoyed an unrealized gain of nearly 190 trillion won, marking the highest quarterly record, with the bulk of this profit coming
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2.3 trillion yuan fiscal stimulus meets interest rate hikes, Japanese bond market faces its most intense sell-off in thirty years.

2.3 trillion yuan fiscal stimulus meets interest rate hikes, Japanese bond market faces its most intense sell-off in thirty years.

Japan’s bond market is undergoing a dramatic revaluation triggered by the “internal tug-of-war” between fiscal expansion and monetary tightening. Long-term debt sustainability concerns are pushing benchmark borrowing costs to their highest levels in thirty years. The 14-year, $2.3 trillion long-term spending plan proposed by the Sanae Takaichi government
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Missing Out on the AI Frenzy and the Retreat of Trillion-Yuan ETFs: The Cost and Logic of Ningquan Asset's Commitment to the "Anti-Consensus" Strategy

Missing Out on the AI Frenzy and the Retreat of Trillion-Yuan ETFs: The Cost and Logic of Ningquan Asset's Commitment to the "Anti-Consensus" Strategy

``` During the highly polarized market of the first half of 2026, Ningquan Asset Management, a private equity firm with assets exceeding 10 billion, encountered its most severe challenge since its founding. The company’s strategy of sticking to undervalued value stocks and avoiding popular AI sectors caused this institution, renowned