Should You Prepare for the Post-War Era? Stocks Worth Keeping in Your Portfolio

It is being analyzed that reflecting expectations for the end of the war, market funds are shifting from “war beneficiaries” to “post-war beneficiaries.” At the center of this shift is the semiconductor sector. Structural growth drivers such as AI and data center investments remain intact, while memory inventories have dropped to historically low levels. This has led to simultaneous expectations for price increases and upward revisions in performance. Accordingly, semiconductors are once again emerging as core leading stocks that attract funds most rapidly when investment sentiment recovers.

Other cyclical sectors, such as automobiles, consumer goods, and airlines, are also expected to benefit from the anticipated end of the war. This is due to expectations for oil price stabilization, normalization of logistics, and a recovery in consumer spending, all of which are increasing the potential for improved performance. In contrast, for the defense and energy sectors, the war premium is partially easing, which may dampen short-term momentum. However, structural factors such as global arms expansion and supply-side variables are still considered valid. Overall, the market’s focus is shifting back to fundamentals such as performance and growth.

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Samsung Electronics, SK hynix, Hyundai Motor Company, Samsung Electro-Mechanics, Doosan Enerbility

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