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오피니언

오피니언

Even though U.S. stocks have fallen… Institutional investors are going ‘Buy America'

산업 일반

The first quarter of this year(Jan~Mar), even though American stocks were adjusted, domestic institutional investors have increased overseas equity investments. It seems because American stocks are cheaper nowadays.Even though the American stocks were adjusted this 1st quarter, domestic institutional investors increased international investments. It seems because American stocks are at low price nowadays.According to Bank of Korea’s “first quarter institutional investor’s foreign currency securities investment trend”, domestic institutional investors' international foreign currency securities investment balance has increased by $10billion.Institutional investor’s foreign currency securities investment balance(based on market value) is $430.39 billion(about 592 trillion won) in the end of march.Institutional investor’s foreign currency securities investment balance(based on market value) totals up to $430.39 billion(about 592 trillion won) at the end of March.Compared to last year, at the end of the 4th quarter(420.33billion dollars) the balance has increased by 2,4%(10.05billion dollars).Asset management companies($7.55billion increased), insurance companies($2.56billion increased), securities companies($500million increased) have increased their investment balance. However, foreign exchange bank has decreased their balance by $560 million.Among the investment assets, international investment increased by $6.37 million (-> billion), and international bonds were rose by $2.85 million.The Bank of Korea official explained “even though people can have disadvantages because of the adjustments of the stock price, bargain hunting led to an increase in foreign equities”, and “FED(Federal Reserve System)’s interest rate decrease increased international bond investments.”In the first quarter, America “Standard and poor’s” rate was 5881.63 and it decreased to 5611.85. However, it is currently recovering to 5912.16.▶원문 기사: 美 주식 떨어졌어도…기관투자자는 '바이 아메리카' 나섰다 (이코노미스트, 2025.5. 30) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.07.01 10:38

2분 소요
“How can I keep my desk?”… AI is taking office jobs first.

산업 일반

Andy Jassy, CEO of Amazon, predicted the loss of office jobs because of AI. CEO Jassy mentioned in an email to employees that generative AI and a company based on it will change how work is done, noting that the company’s workforce will decrease because of AI. He also anticipated that current jobs will need fewer personnel, while different types of jobs will require more people. Although CEO Jassy said, “It is ambiguous for us to know the result”, he stated, “The number of workforce will decrease in the next few years if the company obtains efficiency from the extensive use of AI. In addition, he said his employees should “learn and experience AI”, emphasizing finding how to work as much as possible with fewer workers.Dario Amodei, the CEO of Anthropic — a rival of OpenAI —, recently warned, “In 5 years, AI will remove half of the new employees’ office jobs and increase the unemployment rate to 20%.”▶원문 기사: "내 책상 어떻게 지키지"…AI, '사무직' 일자리부터 뺏는다 (이코노미스트, 2025.6.18) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.07.01 10:21

2분 소요
“It’s Not Coke”: The Most Consumed Drink in Korea Is “This”

산업 일반

The most frequently consumed beverage among adults in Korea is sugar-free coffee, including Americano. Due to the trend for lower sugar intake, sugar intake has decreased. Based on the National Health and Nutrition Examination Survey (NHNES), which is conducted annually and samples approximately 10,000 people, on the 9th, the Korea Disease Control and Prevention Agency (KDCA) reported ‘Recent 5 years (2019-2023) Beverage Consumption Trends Among Koreans'. Based on 2023 data, the most consumed beverage among Koreans aged one and older is sugar-free coffee, which includes Americano (112.1g). Over the past 5 years, 28.2g has increased. Americano ranked in 1st place for consumption among all age groups aged 20 and older, making it the drink that the whole population consumes. Following sugar-free coffee, carbonated soft drinks(48.9g) were the second most consumed beverage. For carbonated beverages, the consumption of low-calorie carbonated drinks increased by 17.8g, while sugar-containing carbonated beverages decreased by 8.8g.By beverage type according to age group, adults in their 20s and older drank Americano the most, teenagers drank carbonated beverages the most, and children under 10 drank fruit and vegetable drinks such as juice the most.Overall, while the amount of beverages that are consumed has increased, sugar intake from beverages has slightly decreased. (approximately 1.0g) This is attributed to a growing awareness of sugar intake from beverages, leading more people to choose unsweetened coffee, such as Americano, and low-calorie carbonated drinks.According to the Korea Disease Control and Prevention Agency (KDCA), individuals who consume beverages are up to twice as likely to excessively consume sugar compared to those who do not.Particularly, there is a caution regarding children and teenagers, as their consumption of sugar-containing beverages is high. Experts advise that obesity resulting from excessive intake during these years can lead to chronic diseases in adulthood, and therefore recommend reducing consumption.▶원문 기사: "콜라 아니네"…한국인이 많이 마시는 음료, '이것'이 1위 (이코노미스트, 2025.6.10) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.06.23 12:27

3분 소요
‘The God of Investment’ Buffett Reveals Reason for Retirement… “It was Irreversible”

산업 일반

Warren Buffett, the chairman and CEO of Berkshire Hathaway, who is known as a legendary American investor, has admitted that he began to feel his age after entering his nineties while stepping down from management.Warren Buffet, the 94-year-old chairman, announced his retirement at Berkshire Hathaway’s annual shareholders’ meeting three days ago. Although he has led Berkshire for 60 years, he will step down and hand over the CEO position to Greg Abel on January 1st next year. In a phone interview published by The Wall Street Journal on May 14 (U.S. local time), Warren Buffett said, “For some strange reason, I didn’t seem to age until I turned 90. But once you start aging, there’s really no going back."“How would I even know the day I start getting old?” Buffet asked rhetorically. However, he acknowledged that as time passed, he began to experience things like gradually losing his balance, struggling to recall people’s names, and finding that the words in the newspaper appear blurry. He also mentioned that his successor, Greg Abel, vice chairman of Berkshire’s non-insurance operations, now works at a faster pace than he does. Buffett said that there was a noticeable difference in energy levels between himself and Vice Chairman Abel, saying, “When I compare the amount of work he gets done in 10 hours to what I can accomplish in the same time, the gap has become more and more dramatic.”He also said, “Abel was far more efficient in every aspect — getting things done, driving change when needed in management, and supporting those who needed help.”Warren Buffett said he will continue working over the next eight months until his retirement just as he always did, and even after retiring, he will keep going to the office of Omaha, Nebraska.Additionally, he will still remain as chairman of the Berkshire Hathaway board.▶원문 기사:'투자의 신' 버핏이 밝힌 은퇴 이유…"되돌릴 수 없더라고" (이코노미스트 2025.5.16) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.06.23 12:20

3분 소요
Seoul, standing with global AI cities…Seoul is chosen as AI leader city

산업 일반

Will AI be able to change the look of the city? Recently, a global report that shows the answer towards to the question was published. Deloitte investigated 250 worldwide city’s AI plan, investment, implementation state with ServiceNow·Nvidia·ThoughtLab, and published the ‘AI based smart city’s current state and future’ report by analyzing the data.Based on the report, it is inspected that AI will change the process of analyzing massive data, making the contents, and more. Experts predict that AI will lead innovation in urban services such as infrastructure, transportation, public safety, healthcare, and the environment, evolving to crucial utility for the city.It is shown that 18% of the investigated cities are using AI technology to strengthen the smart city initiative. It is predicted that after 3 years, it will increase to 59%, which is 3 times higher. Furthermore, it is anticipated that AI will fundamentally change the city’s paradigm. It is known that 87% of global cities are already planning, testing or using generative AI. ThoughtLab reviewed the city’s AI maturity with standards of ▲AI usage level ▲implementation range▲responsibility expansion effort▲ future preparedness and other standards. Following that, ThoughtLab separated the cities with ▲AI leader▲AI bellwether▲AI adopter.20% of the 250 cities investigated were chosen as ‘AI leader’. Global countries such as Seoul·New York·Paris·Tokyo and more were selected as AI leader cities. It is shown that AI leader cities are effectively taking action on various city problems such as ▲climate change▲public healthcare▲crime cases▲lack of home▲time-worn infrastructure and other problems more than any other countries. Specifically, it is analyzed that these cities were showing great competency in resilience.Moreover, it has been investigated that the AI leader cities are frequently utilizing AI in different fields such as ▲government operation efficiency▲strengthening safety ▲citizen lifestyle·healthcare reliability increase▲mobility and traffic improvement▲city infrastructure care▲environment and sustainability enhancement and more. For instance, Detroit in the USA is planning to use AI in order to decrease administrative costs and boost efficiency. Madrid in Spain is managing regions with high crime rate, using AI video analysis, while Fukuoka in Japan is trying energy reduction by AI streetlight.The report suggested 8 main action steps for successful AI leadership. They are ▲commitment in a top-down method that expands to the city▲collaboration with partners for creation of AI innovation environment▲frequent implementation and use of AI technology▲quality generation through combination of AI and other technology▲setting the main focus on data security▲supporting responsible use of AI, and so on.Han-Dong-Hyun, Korea Deloitte group energy·resources·industrial goods leader said “Nowadays when we draw the picture of future city with AI, the important thing is not the technology itself, but it is how AI will improve the citizen’s life”, while he continued his words by saying “I hope the real life examples and data-based plans of the AI leader cities that are introduced in this report will be meaningful compass for each city to choose the most important tasks and to push themselves for sustainable innovation.”▶원문 기사: 서울, AI 분야에서 세계적인 도시들과 나란히…AI 리더 도시로 꼽혀 (이코노미스트, 2025. 5. 20) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.06.16 15:59

4분 소요
Will the Galaxy S26 feature Perplexity AI?

산업 일반

Samsung Electronics is discussing installing “Perplexity,” an artificial intelligence (AI) tool developed by OpenAI, the creator of ChatGPT, in the “Galaxy S26,” which is planned to be released in the first half of next year.Bloomberg reported on the 2nd, citing multiple anonymous sources, that some companies have come close to a broad agreement, including SamSung Electronics investment in Perplexity. Perplexity is an AI search application founded in 2022 by Aravind Srinivas and others from ChatGPT developer. This is a service that combines a search engine with an AI chatbot, and is famous for having received investment from Jeff Bezos, the founder of Amazon, the largest e-commerce company in the United States. Samsung Next, the U.S.-based investment subsidiary of Samsung Electronics, and SK Telecom have also made investments.According to Bloomberg, Samsung Electronics will release the settlement agreement of Perplexity, but the details of the matter are not decided, so there is room for change as the details have not yet been finalized. Analysts say that Samsung Electronics will reduce its dependence on Google and lay the foundation for cooperation with various AI developers like Apple. Sources said two companies are discussing ways of installing Perplexities apps and assistants on Samsung’s upcoming products and combine Perplexities search function into Samsung’s web browser. Also, they are discussing how to apply Perplexities technology to Bixby, which is Samsung Electronics AI voice assistant. Sources said Samsung Electronics is expected to participate as one of the largest investors in Perplexities new fundraising. Perplexity is said to be in discussion about raising $500 million(about 700 billion won) with a corporate value of $14 billion( about 19 trillion won). Samsung Electronics and Perplexity did not comment on Bloomberg’s request.▶원문 기사: '갤럭시 S26'에 오픈AI 출신이 만든 '퍼플렉시티' AI 탑재? (이코노미스트 2025.6.2) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.06.16 11:08

2분 소요
Renewable energy expansion starts next year

산업 일반

Starting next year, public parking lots across the country will be transformed into spaces equipped with renewable energy generation facilities, such as solar power.Using public parking lots as solar power generation sites is expected to play a key role in increasing the share of renewable energy in South Korea.On the 27th, the Korean Ministry of Trade, Industry and Energy announced the promulgation of the revised "Act on the Promotion of the Development, Use, and Diffusion of New and Renewable Energy" (New and Renewable Energy Act).The newly promulgated New and Renewable Energy Act mandates the installation of new and renewable energy facilities in public parking lots operated by the national government, local governments, and public institutions. The law will take effect six months after its promulgation and will also apply to existing parking lots already in operation.The Ministry of Trade, Industry and Energy plans to revise subordinate regulations to specify the scope of entities subject to the obligation, the required scale of energy facilities, and to impose obligations considering on-site conditions such as grid access and distance. It also plans to provide financial and administrative support to ease the burden of compliance.Currently, businesses seeking to install solar power facilities in public parking lots can receive financial support through the “2025 New and Renewable Energy Financial Support Program.” A representative from the Ministry of Trade, Industry and Energy stated, “The spread of new and renewable energy facilities, such as canopy-type solar panels, in urban public parking lots is expected to promote the adoption of renewable energy, contribute to achieving carbon neutrality, and support energy self-sufficiency.” ▶원문 기사: 내년부터 공공주차장에 태양광 의무 설치…신재생에너지 확대 본격화(이코노미스트 2025.5.27) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.05.30 15:02

2분 소요
Oil prices in New York fall due to concerns over increased OPEC+ production…WTI declines to low $60 per barrel

산업 일반

Oil prices in New York showed a downward trend amid concerns that OPEC+, an alliance of major oil-producing countries, might increase further in production.On the 27th (EST), West Texas Intermediate (WTI) crude oil for July delivery finalized its deal at $60.89 per barrel on the New York Mercantile Exchange, down $0.64 (1.04%) from the previous trading day, the 23rd. On the previous day, the Exchange was closed for Memorial Day of the United States.The price of Brent crude oil for July delivery, a global benchmark, finalized at $64.09, down $0.65 (1.00%). It has fallen for two consecutive days, following the slight decline from the previous day.Although US President Donald Trump decided to delay the high tariff decision on the European Union (EU), concerns over increased supply had a stronger effect. WTI once suffered a sudden drop of approximately 2%, falling to the low $60s. Eight OPEC+ member nations, which previously participated in voluntary additional cuts in the past, are planning to have a video conference on the 31st, a day earlier than the original schedule. It is mentioned that a daily production increase of 411,000 barrels will be confirmed at this date. “OPEC's prospect of increased supply is pressuring oil prices,” said Daniel Hynes, senior commodities strategist at ANZ Bank.OPEC+ initially decided to gradually increase the daily production by 138,000 barrels from April, but has accelerated its rate of production increase to 411,000 barrels starting this month. If the same decision is made for July, a production rate that is three times the original plan will be ongoing for three consecutive months.On the 28th, a ministerial video conference will be held with every OPEC+ member nations. It is projected that a review of the production quota per each member nation will be done. ▶원문 기사: 뉴욕유가, OPEC+ 증산 우려에 하락…WTI, 배럴당 60달러 초반대로 밀려(이코노미스트 2025.5.28) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.05.30 15:01

2분 소요
"Hey Siri, when did you go into those glasses?... Apple also plans to release next year

산업 일반

Recently, smart glasses developed by Google in collaboration with Samsung Electronics were "unexpectedly unveiled", Apple is also reportedly planning to release their own smart glasses by the end of the year.According to Bloomberg on the 22nd (local time), Apple aims to begin mass production of smart glasses prototypes by the end of this year, targeting a launch in late next year to compete with Ray Ban sunglasses of Meta. Apple's smart glasses are expected to feature a camera, microphone, and speakers, allowing them to analyze the outside world. Apple's voice assistant "Siri" will recognize this information and provide relevant feedback to the user. In addition to making phone calls, the glasses are expected to to support music playback, real-time translation, and navigation functions.Apple's ultimate goal is to release augmented reality(AR) glasses.On the 20th, Google showcased AI-powered smart glasses during its annual conference. The prototype glasses were co-developed with Samsung Electronics.Shahram Izadi, Vice President of Android XR at Google, introduced the glasses by saying, “We’re bringing the power of Gemini Live — a natural form of AI — to where you are,” and added, “Wearing these glasses feels like gaining superpowers.”The AI can recognize visuals in real-time as if it were seeing, enabling it to converse with people. Through the camera embedded in the glasses, the AI can understand the surrounding environment and provide real-time translations displayed as subtitles.Meta has been releasing smart glasses in partnership with Ray-Ban since 2021. These glasses include features such as photo and video capture, phone calls, music playback, and basic AI capabilities. ▶원문 기사: "시리야 언제 안경 속에 들어갔어?"…애플도 내년 출시 계획 (이코노미스트 2025.5.23) ◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.

2025.05.30 15:00

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