[2026.03.16] 코스피 5,500선 탈환! 반도체 대장주의 부활과 오늘의 증시 브리핑
이번 포스팅은 2026년 3월 16일 월요일, 우리 시장의 뜨거웠던 코스피 5,500선 탈환 소식과 반도체 대장주들의 화려한 부활을 집중 분석해 보겠습니다. 오늘 우리 시장은 반도체 대장주들의 강력한 견인에 힘입어 코스피가 다시 …
리가켐바이오(141080) 주가전망 및 투자전략 – 2026-03-14
K-바이오의 자존심이자 글로벌 ADC(항체약물접합체) 시장의 대장주로 우뚝 선 리가켐바이오(141080)에 대해 정리해 보았습니다.
The Great Pivot: Observations on the 2026 NPC and the Architecture of Chinese Ambition
One cannot help but observe the 2026 National People’s Congress (NPC) with a sense of witnessing a subtle, yet tectonic, rearrangement of the furniture in the house of global power.
The June Rate Cut Just Got Ghosted: Here’s How to Play the Inflation Shock
There is a particular kind of quiet that falls over a room when a long-held collective assumption evaporates. For months, the financial zeitgeist was anchored to a single date: June 2026. It was supposed to be our threshold, the moment the Federal Reserve finally pivoted and ushered us back into the “Cheap Money Era.” But as the recent data suggests, Mother Inflation has a cruel sense of timing.
The Day of the Four Witches and the Oil Monster (March 12, 2026)
There is a peculiar rhythm to the capital markets, a cadence that often shifts from a triumphal march to a sudden, contemplative silence. For the past several weeks, the South Korean market enjoyed what many called a “victory lap”—a robust 12% rally that seemed to defy the gravity of global tensions. Yet, today, the carpet was unceremoniously pulled out. The KOSPI closed at 5,609.95, a 1.84% decline that feels more like a “mental break” than a mere statistic.