NH Investment & Securities said it will hold the "2026 outlook, NH research forum" on the 18th.
At the NH research forum, now in its 28th year, NH Investment & Securities' lead analysts will analyze the impact that global bloc-formation and growth in the artificial intelligence (AI) industry will have on this year's financial market. They will also propose outlooks and response strategies for major investment assets.
Along with strategies for the economy and the stock market, they plan to present outlooks for key industries and promising domestic and overseas corporations, including semiconductors, utilities, biotech, mid- and small-caps, and foreign corporations. There will also be analytical presentations on FICC and alternative investment assets such as bonds and digital assets.
NH Investment & Securities expects the stock market to continue its uptrend and set this year's KOSPI annual target at 5,500 points. In particular, it projected that the U.S. Central Bank's entry into an interest rate cut cycle at the Federal Reserve (Fed) and the structural transformation of the AI industry led by the government and corporations will continue, and it saw that external and internal policy momentum (upside potential) such as Korea-U.S. cooperation and amendments to the Commercial Act will add to this.
NH Investment & Securities projected that the KOSPI index will show a quarterly pattern of "correction-rise-correction."
Cho Su-hong, head of research at NH Investment & Securities, said, "With the new reorganization of next year's financial markets ahead, we prepared this forum to look ahead at the structural growth process of AI-related value chains and to seek investment opportunities in that process." The forum will be held at 1:30 p.m. on the 4th floor Grand Hall of the Yeouido Parc1 NH Finance Tower headquarters on the day.