NH Investment & Securities Holds 'NH Investment Forum'... Outlook for 2025

NH Investment & Securities announced on the 13th that it will hold the '2025 Outlook, NH Investment Forum' (INVESTMENT FORUM). The forum will take place on the same day at the Yeouido Park One NH Financial Tower and will continue for two days until the 14th.

Marking its 27th year, the NH INVESTMENT FORUM, under the slogan 'The Balance Game,' presents analyses of the rapidly changing global situation and major countries' policy shifts following the U.S. presidential election, and their impact on the 2025 financial market through presentations by NH Investment & Securities' leading analysts. It also offers outlooks and response strategies for key investment assets.

On the first day, the 13th, the forum will begin with a greeting from Yoon Byung-woon, CEO of NH Investment & Securities, followed by the house view presentation by Oh Tae-dong, Head of the Research Center. Subsequently, forecasts on domestic and international economies, stock investment strategies, and outlooks on major industries and companies?including semiconductors, entertainment & media, pharmaceuticals & bio, automobiles, global IT, and promising overseas stocks?will be disclosed. On the second day, starting with asset allocation strategies, investment strategies for FICC assets such as bonds, foreign exchange, commodities, credit, digital assets, global REITs, and global infrastructure will be presented.

NH Investment & Securities projects the 2025 KOSPI range to be between 2250 and 2850 points, expecting annual volatility to be higher than the trend. It plans to propose a tactical strategy based on the concept of 'Bottom fishing' (buying at low points). As investment ideas, it suggests an alpha strategy that responds to sector rotation markets by targeting promising sectors according to different situations and examines related sectors and companies. Additionally, it will present asset-specific response strategies on which positions might be advantageous regarding FICC assets and alternative investment assets, which are attracting significant investor interest due to factors such as major countries' interest rate and exchange rate fluctuations and expectations for regulatory easing related to digital assets.

Oh Tae-dong, Head of the Research Division, stated, "The 2025 financial market is expected to experience increased volatility as concerns and expectations coexist regarding major countries' policy changes. If this year was a 'year of elections' globally, including the U.S. presidential election, next year will be a 'year of choices,' where tactically selecting which assets to choose according to market conditions will become even more important." He added, "Through this forum, we aim to provide NH Investment & Securities Research Division's unique investment insights to help attendees gain criteria and wisdom for investment decisions and plan to offer more proactive research services going forward."

This content was produced with the assistance of AI translation services.