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-dollar-fx-emerging-markets.en https://www.youngju.dev/blog/finance/2026-06-18-dollar-fx-emerging-markets.en How the dollar cycle shapes asset prices, how FX affects exporters and overseas investing, the risks and opportunities of emerging markets, the won-dollar perspective, currency hedging, and diversification. This post is for informational and educational purposes only and is not investment advice. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) dollarfxemerging-marketscurrencyhedgingmarketsfinance https://www.youngju.dev/blog/finance/2026-06-18-dollar-fx-emerging-markets.ja https://www.youngju.dev/blog/finance/2026-06-18-dollar-fx-emerging-markets.ja ドルサイクルが資産価格に与える影響、為替が輸出株や海外投資に及ぼす効果、新興国のリスクと機会、ウォン・ドルの視点と為替ヘッジ、分散について整理します。本稿は情報・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) dollarfxemerging-marketscurrencyhedgingmarketsfinance https://www.youngju.dev/blog/finance/2026-06-18-dollar-fx-emerging-markets https://www.youngju.dev/blog/finance/2026-06-18-dollar-fx-emerging-markets 달러 사이클이 자산 가격에 미치는 영향, 환율이 수출주와 해외 투자에 미치는 효과, 신흥국의 리스크와 기회, 원달러 관점과 환헤지, 분산을 정리합니다. 본 글은 정보·교육 목적이며 투자 권유가 아닙니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) dollarfxemerging-marketscurrencyhedgingmarketsfinance