2์ฐจ์ „์ง€, ๊บผ์ง„ ๋ถˆ์”จ ์† ๋‹ค์‹œ ํƒ€์˜ค๋ฅผ ๋ถˆ๊ฝƒ์ธ๊ฐ€: ํˆฌ์ž ๊ธฐํšŒ์™€ ๊ทธ๋ฆผ์ž ์ข…ํ•ฉ ๋ถ„์„

์ตœ๊ทผ ๊ธ‰๋“ฑํ•˜๋ฉฐ ์‹œ์žฅ์˜ ํ•ต์œผ๋กœ ๋– ์˜ค๋ฅธ 2์ฐจ์ „์ง€ ์„นํ„ฐ. ๊ณผ์—ฐ ๊บผ์ ธ๊ฐ€๋˜ ๋ถˆ์”จ๊ฐ€ ๋‹ค์‹œ ํƒ€์˜ค๋ฅด๋Š” ๊ฒƒ์ผ๊นŒ์š”? ํŽ€๋”๋ฉ˜ํ„ธ์— ๊ธฐ๋ฐ˜ํ•œ ๋‚™๊ด€๋ก ๊ณผ ๊ณต๊ธ‰ ๊ณผ์ž‰์„ ๊ฒฝ๊ณ ํ•˜๋Š” ๋น„๊ด€๋ก ์„ ์ข…ํ•ฉ์ ์œผ๋กœ ๋ถ„์„ํ•˜์—ฌ ํ˜„๋ช…ํ•œ ํˆฌ์ž ์ „๋žต์„ ๋ชจ์ƒ‰ํ•ฉ๋‹ˆ๋‹ค....

2025๋…„ 12์›” 9์ผ ยท 10 ๋ถ„ ยท 4654 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert

2์ฐจ์ „์ง€ ํˆฌ์ž, ๊ณผ์—ด ๊ฒฝ๊ณ  ์† ๊ธฐํšŒ ์ฐพ๊ธฐ

์ „๊ธฐ์ฐจ์™€ ESS ์‹œ์žฅ ์„ฑ์žฅ์— ํž˜์ž…์–ด ๋œจ๊ฑฐ์šด 2์ฐจ์ „์ง€ ์‚ฐ์—…. ํ•˜์ง€๋งŒ ๊ณผ์—ด๊ณผ ๊ณ ํ‰๊ฐ€ ๋…ผ๋ž€๋„ ๊ฑฐ์…‰๋‹ˆ๋‹ค. ๋ณธ ๋ณด๊ณ ์„œ๋Š” 2์ฐจ์ „์ง€ ์‚ฐ์—…์˜ ๋‚™๊ด€๋ก ๊ณผ ๋น„๊ด€๋ก ์„ ์ข…ํ•ฉ์ ์œผ๋กœ ๋ถ„์„ํ•˜์—ฌ, ํˆฌ์ž์ž๊ฐ€ ๊ท ํ˜• ์žกํžŒ ์‹œ๊ฐ์œผ๋กœ ๊ธฐํšŒ๋ฅผ ํฌ์ฐฉํ•  ์ˆ˜ ์žˆ๋Š” ์‹ค์งˆ์ ์ธ ํˆฌ์ž ์ „๋žต์„ ์ œ์‹œํ•ฉ๋‹ˆ๋‹ค....

2025๋…„ 12์›” 8์ผ ยท 8 ๋ถ„ ยท 4007 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert

2์ฐจ์ „์ง€ ํˆฌ์ž, ์žฅ๋ฐ‹๋น› ๋ฏธ๋ž˜์™€ ๋ฒ„๋ธ” ๊ฒฝ๊ณ  ์‚ฌ์ด

์ „๊ธฐ์ฐจ์™€ ESS ์‹œ์žฅ ์„ฑ์žฅ์œผ๋กœ ์ฃผ๋ชฉ๋ฐ›๋Š” 2์ฐจ์ „์ง€ ์‚ฐ์—…. ๊ทธ๋Ÿฌ๋‚˜ ๋ฒ„๋ธ” ๊ฒฝ๊ณ ๋„ ๋งŒ๋งŒ์น˜ ์•Š์Šต๋‹ˆ๋‹ค. ๋‚™๊ด€๋ก ๊ณผ ๋น„๊ด€๋ก ์„ ์ข…ํ•ฉ ๋ถ„์„ํ•˜๊ณ , ํˆฌ์ž์ž๊ฐ€ ๋ฐ˜๋“œ์‹œ ์ ๊ฒ€ํ•ด์•ผ ํ•  ํ•ต์‹ฌ ํฌ์ธํŠธ๋ฅผ ์ œ์‹œํ•ฉ๋‹ˆ๋‹ค....

2025๋…„ 12์›” 8์ผ ยท 8 ๋ถ„ ยท 4003 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert