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The finance ministry unveiled a 2027 budget and fund management plan of 39.7 trillion won, up 5.4 trillion won or 15.7% from this year's main budget, with the bill heading to the National Assembly on the 3rd. The centerpiece is a new strategic investment account at Korea Investment Corporation seeded with 500 billion won in cash, designed to supply long-term capital to companies in strategic industries, a channel that would most directly support KOSPI growth sectors reliant on patient equity funding. The initial ticket is small relative to overall fiscal spending, so the market read depends on parliamentary approval, the pace of follow-on capitalization, and disclosed sector allocation criteria; wider fiscal expansion also keeps Korean treasury supply and the won in focus.
As a Macro signal, watch whether it changes price action, volatility, or flows around KOSPI, KRW=X.
Original Source: 토큰포스트
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