I think left-wing thinking is pure evil itself and I

I think left-wing thinking is pure evil itself and I hate it very much, but there are too many problems overlapping to say that Korea is wrong now because of the left.

Is it not necessarily because of its policy? No, it's not. But it's not right to criticize finance officials. Chung Hyun-ho was also a finance expert, but Lee Hak-soo was also a finance expert. The problem is that he was stingy in technology investment.

The time when Roh Tae-moon's method of profit by reducing costs was tolerated was also a problem, but Samsung Electronics' advantages as a fast follower are not seen at all. Researchers are not working because overtime pay is removed to reduce costs.

As for the opinion that 52 hours a week is a problem, I understand that Hynix refutes why it works well. I understand that when the HBM team was at Samsung Electronics, everyone packed up and went to Hynix because they didn't invest too much. So, I think we can answer whether 52 hours a week really lowered our competitiveness only when we see if Hynix is doing well in the next cycle.

In the case of chemistry, I know it is purely an industrial problem. This industry is not an industry that can be solved by changing workers. This is because it is a market that is close to a perfectly competitive market. Especially as it goes to general use.

Due to China's expansion, there was also a general-purpose oversupply problem, but now the Middle East is coming. It seems to have changed structurally now. Korea used to be a country that benefited from exporting intermediate goods, but now it seems that they have lost their competitiveness as they made intermediate goods themselves.

Secondary batteries cannot be the future. This is because economies of scale are impossible industries. economies of scale can only be attributed to large fixed costs, but secondary batteries account for about 60% of raw material prices. The raw material price of semiconductors is 20% and LCD is 70%. Then, it seems highly likely that the conclusion of secondary batteries will be a business that will disappear due to dumping like LCD. I think we should induce restructuring of this industry rather than supporting it in a policy. It seems that it is overinvested like shipbuilding equipment.

Bio is an industry that has been supported in Korea for more than 15 years, and a lot of financing has actually been made in the stock market. However, only a simile produced meaningful results. Making new drugs was disastrous. Again, this has nothing to do with policy.

There are many stories that cars are also doing well in the justice line, but the quality of China's mid- to low-end lineup has risen too fast. Fortunately, Germany is losing competitiveness, but I am worried that the Avante-Sonata line will be eroded. Still, things are a little better here.

They hate the policies of this country and think it is wrong, and Yoon Suk Yeol is in a position that is very afraid of the policies that follow. However, it is not right to say that Korea is wrong because of its current policy. It is something that everyone has done wrong, left and right.

Then, I can't see what this country will eat for the next 10 years. There are people who talk about the content business, but the reality is that all Korean companies are worse than Capcom's market capitalization, and that it is smaller than Krafton's operating profit. It makes sense to have a minimum market capitalization of 50 trillion won to cloud the future of Korea. And the game is losing ground to China.

In the meantime, where does the Korean budget spend the most? 12% know it as "Ghosting theory." There is almost no support for AI or industry. In Korea, there are officially 2,000 H100s in Korea and 5,000 unofficially. I don't agree with the opinion that AI will bloom in Korea even though we can't even supply GPUs.

There are people talking about Japaneseization of Korea, but I don't know. Japan is rather like a best case, and I feel very frustrated that Britain and the Philippines are the future.

Times have changed so much, but I don't know when to see Na Kyung-won and Lee Hae-chan in politics, and it's been a long time since generational change has failed. And policies such as basic income will soon emerge as a topic, which undermine the country's ROE. Of course, finance or industry cannot do well.

The thirst for growth, jobs, tax cuts, and fiscal policies are now more urgent than welfare or social safety nets. However, the person who speaks of this is now missing.

Didn't you always say it was a crisis? At that time, some people realized it was a crisis. And, the fertility rate and the competitiveness of the industry did not collapse as it is now. The level of crisis is severe now.

During the 52-hour workweek, someone criticized it, saying, "Capitalists and business leaders always criticized it, but the world worked well." Then, he brought up an accompanying gif. The problem with that gif is that it really doesn't show anyone who's gone, but only those who survived. We call it "survivor bias."

If it's going to go bankrupt like that, will it be ruined and cheap? The problem is that Korea is the country that goes bankrupt. Look at how much Korea's growth rate is now. It's time to discuss the potential growth rate of 1%.

Everyone laments that foreign investors do not invest in Korea, but we have to ask in reverse what businesses are now the world's No. 1 in Korea.

I don't know what hope to find.