Kiwoom Securities’s Yoo Likes Biohealthcare, Alternative Energies

The video discusses the potential for increased market volatility and the attractiveness of growth stocks, particularly in sectors like AI, 5G, and data centers, due to low interest rates. It highlights the ongoing trade war between the US and China and its impact on investments in these industries. The discussion also covers the possibility of negative yields in the US, driven by economic downturns and Fed policies. The speaker anticipates further interest rate cuts to stimulate domestic consumption and address trade disputes.

What structural changes could lead to negative treasury yields in the US?

What is the expected trend for the 10-year bond yield based on the current economic outlook?