According to an interview with Sidae media, Nam Yong-soo, head of the ETF division at Korea Investment Trust, recommended focusing investment on four sectors: AI semiconductors, shipbuilding, defense, and nuclear energy. Nam noted that despite July's market decline, the fundamentals of these industries remain intact, describing the downturn as temporary. He advised investors to maintain AI assets as a core holding and concentrate on Korean companies with future revenue visibility and substantial order backlogs, emphasizing consistent investment discipline over market timing.
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