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President Lee Jae-myung convened the 2026 National Fiscal Strategy Meeting on the 13th to set next year's budget direction, with aggressive fiscal support flagged for semiconductors, three mega-projects, and youth policy. Expansionary fiscal signals are supportive for Korean chip names like Samsung Electronics and SK Hynix and for KOSPI risk sentiment, though larger deficits could pressure KTB yields and weigh on the won at the margin. Watch the actual 2026 budget size and semiconductor-specific line items when the draft budget is released for confirmation of the scale of stimulus.
As a Macro signal, watch whether it changes price action, volatility, or flows around 005930, 000660, KOSPI.
Original Source: 연합인포맥스
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