https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/2026-06-18-china-emerging-markets-2026.en https://www.youngju.dev/blog/2026-06-18-china-emerging-markets-2026.en A look at China and emerging markets in 2026 through the lenses of economy and policy, real estate, technology self-reliance and regulation, geopolitics and de-risking. We weigh alternative markets such as India, a diversified investment approach, and both the bull and bear cases in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) china-stockemerging-marketsindiageopoliticsdiversificationinvesting https://www.youngju.dev/blog/2026-06-18-china-emerging-markets-2026.ja https://www.youngju.dev/blog/2026-06-18-china-emerging-markets-2026.ja 2026年の中国と新興国市場を、経済と政策、不動産、技術自立と規制、地政学とデリスキングの観点から分析します。インドなどの代替市場と分散投資のアプローチ、強気論と弱気論をバランスよく整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) china-stockemerging-marketsindiageopoliticsdiversificationinvesting https://www.youngju.dev/blog/2026-06-18-china-emerging-markets-2026 https://www.youngju.dev/blog/2026-06-18-china-emerging-markets-2026 2026년 중국과 신흥국 시장을 경제와 정책, 부동산, 기술 자립과 규제, 지정학과 디리스킹의 관점에서 분석합니다. 인도 등 대안 시장과 분산 투자 접근, 강세론과 약세론을 균형 있게 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) china-stockemerging-marketsindiageopoliticsdiversificationinvesting https://www.youngju.dev/blog/finance/2026-06-18-diversification-asset-allocation.en https://www.youngju.dev/blog/finance/2026-06-18-diversification-asset-allocation.en Why diversification works (correlation), the asset classes of stocks, bonds, cash, and alternatives, the 60/40 portfolio and its variations, rebalancing, and lifecycle allocation, explained at a beginner level. This article is for educational purposes and is not investment advice. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financediversificationasset-allocationinvesting-basicsrebalancingrisk https://www.youngju.dev/blog/finance/2026-06-18-diversification-asset-allocation.ja https://www.youngju.dev/blog/finance/2026-06-18-diversification-asset-allocation.ja 分散がなぜ機能するのか(相関)、株式・債券・現金・オルタナティブという資産クラス、60対40ポートフォリオとその変形、リバランス、ライフサイクル配分までを初心者の目線で整理します。本記事は教育目的であり、投資勧誘ではありません。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financediversificationasset-allocationinvesting-basicsrebalancingrisk https://www.youngju.dev/blog/finance/2026-06-18-diversification-asset-allocation https://www.youngju.dev/blog/finance/2026-06-18-diversification-asset-allocation 분산이 왜 작동하는지(상관관계), 주식·채권·현금·대체자산이라는 자산군, 60대 40 포트폴리오와 그 변형, 리밸런싱, 생애주기 배분까지 초보자 눈높이로 정리합니다. 본 글은 교육 목적이며 투자 권유가 아닙니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financediversificationasset-allocationinvesting-basicsrebalancingrisk