־ ȯ濡 ڰ Ƿ
տ ־ Ҿ ʺȮǼ((hyper-uncertainty) ô. Ȳ ̴. 99% Ȯ ̰ܳ ȭ 캸.
ƹ ȭ ʿ.
Ƹȭ(Amazoned) Ű ̳.
¾ ó 鸮 ǥ̴.
ٵ ָӴϰ ū̾. ܾ ٵ.
̶ Ʈ ䷷ϴ? ٵ ؼ .
Ǯ 츮 ϴ ϻ ٸ ʴ. ư ? ͼ ʱ ̴. ȿ ǥϱ ؼ ȣ ϵ 帧 ȿ ǥϷ ؾ Ѵ. ϴ 帧 а ڰ ִ.
Ź ġ ?
ٸ Ȯ ϱ? ħ 縦 д ̴. 11 ڴ CEO ͺؿԴ. Ѱᰰ ־. ݵ Ϸ縦 Ѵٴ ̴.
ڴ ͡ Ҹ ¼(TESAT) < Ű д û> ڳ ϸ ʺڰ Ѵٴ . ڴ ħ 縦 д´١ 庮 Թڸ ȳ.
ڴ 21 ֿ ϰ м ߿䵵 300 Ű带 ߴ. ܼ Ǯ̿ ġ ʰ 縦 Ȯϸ ֱ 20Ⱓ ƶ ľ ֿ ̽ ¤ ֵ ߴ. å ´ٸ 縦 ó б ܼ ȸ ִ.
2010 ѱŹ ڷ Ի ȸ, Ȱ, ġ, ŸƮ , ITкθ ο ϰ ִ. Ѱ ҿ ط½ (TESAT) Ź [ۻ] ۿ ߴ. а ϰ մп 濵м(MBA) Ҵ.
ƴٴ մ ڴٴ ǥ ִ. CEO ܵ ûâ, ؿ IT ڶȸ 깰 , Ȱ ̷ پ Ǵ İ ̾߱⸦ ϰ ִ.
| 縦 ϸ
д | 簡 ó̶ ̷
1 | (Ź 1鿡 ϴ)
ϴٸ, Ź 1鿡 ϴ ٽ 信 . ߿ ǥϱ. · üϴ Ͱ ٸ. رݸ (?) 0.25%Ʈ µ ϱ. ȯ ö , ϱ. ݺ ش ˾ƺ.
| · | ȯ | | BSI/CSI/ESI | /Ǿ | ְ | رݸ | ä/ä | ũ/
2 | ( ̴°) ֿ
̱ ߾(Fed) Ѹ 䵿ġ . ѱ ſ . ̹ 忡 ̴ е顯 ̴. б ϴ G2 ڽ ū ݰ ݵ, 뵿 Բ .
߾ | ⱸ | G2/G7/G20 | | /ݵ | ݵ/ݵ | 3 ſ | ȣѱ | 5ü |
3 | (ȣȲ Ȳ ȭ) ȯ
1 ֵ ȣȲ Ȳ ֱ ݺѴ. ٸ ٵ, ø ܿ ãƿ´. Ⱑ Ǵ . Ȳ ȣȲ ϵ . ȯ Ÿ پ ˾ƺ.
ȯ | | | 缺 | | | ȿ | 3 ȣȲ | ݴ | Ȳ/ | R | | Ʈ /ϵ | ڻ | ƽ ȿ | | յ | Ÿ | | ſε | Ƿ | Ʈ/丮 | ÷̼ | ÷̼ | ÷̼ | ±÷̼
4 | ( ϱ)
ݡ̶ ִ. 500 Ѵ ַ ΰ ݿ ´. δ Ȱ 桤 ΰ پ Ѵ. 츲 ˶ϰ ì ĥ ִ. ݿ õ 캻.
¼ȿ/ȿ | / | | /߰ | ˴ٿ | ä | ڸ | SOC | Ÿ缺 | BTO/BTL | Īݵ | δ/κδ | / | / | | ϰ | dzó | м | | | | Һ | DZ | ˾Ǽ | ǽ | ݰ
5 | (η ְ ߸ǰ) ȭ
ϳ, ī ϳ 幰 ̵鿡 ̴. 翡 忡 Ǵ ϱ. ڰ Ǵ ð ִ 72 Ģ ϱ. ȸ ̳ʽ ݸ ѱ ϱ. ȭ ˾ƺ.
M1/M2 | ̳̼ | ȭ | SDR | ȣȭ | ȭ | ȭ | ô | ȸ | ѱ/ | Ϸ Ģ | | غ | ̳ʽ ݸ | ݸ/ݸ | 72 Ģ | ְݸ | ݱݸ/ݸ | ڸ/Ƚ | 1/2 | BIS ڱں | Ʈ Ʈ | ũ /ݵ | PB | κ |
6 | ( ) ҵ 뵿
ǰ ȸ ϸ ִ١ ŷڰ ȸ. ó ʴ ȭ ̷ Ѵ. ̹ 忡 ҵ 뵿 Ž . Ѽҵ ϰ ӱ, ӱ, ӱũ, , ̡ õ Ҵ.
Ѽҵ | ȿ/мȿ | ҵֵ | óмҵ | ӱ | EITC | ϰ/ҵ 5/ | ְ | ⺻ҵ | 52ð ٹ | ӱ | ӱũ | 뵿 3 | / | ߰ | 갡α/Ȱα/Ȱα | հ | õ | 4 | |
7 | (ö , ) ε
ε ȭ̶ ѱ ε꿡 ϴ. ΰ ص ε꿡 ó ʴ´. . ұ. ڱ ؾ ұ. ε 縦 ˾ƾ ⺻ ˾ƺ.
û/ûడ | ε ð | LTV/DTI | DSR | RTI | /ڸ/ݴ | ÿ/ | ŷ/ | | 簳/ | | Ʈ | ŷ㰡 | // | о/ĺо | о簡 | Ʈ̼ | / | / | | PF |
8 | (ĥ dz ѱ ߸ ) ۷ι
ѱ ݵüڵ÷ ǰ 9 뱹 ߴ. 70% ϴ (FTA) ΰ ִ. ֽĽ忡 30% ̻ ܱ ڱ̴. Ȱ 츮 Ű , Ҿȿ ۿϱ Ѵ. ۷ι 츮 ִ 캻.
WTO | FTA | 庮 | 庮 | | Ϲϰ Ģ | | ƽ | ֵ | | FDI | ISD | Ŀø/Ŀø | ȭ | ȯ | ȯ/ȯ | ȯ۱ | ij Ʈ̵ | Ӵ/ | ũ | Ҷ | 3 | OPEC | 2030 | | ϴϷ | BRICS | ͽ | 귺Ʈ | ̵/
9 | ( 1 )
500 ռ 20 ä ʴ´. 1950 60 Ѿµ 3 1 ª. , ġ ִ. ѱ 350 Ѵ ٰ ִ. ̵ źϰ , . () 鿩ٺ.
ֽȸ/ȸ | ȸ | ȸ | ۴ | èǾ | Ѱ | ı | ȣ/ȯ | 迭ȭ | /Ĺ | / | Ʈũ ȿ | ޱ ȿ | Ը | īϹ߸̼ | ۷ö̼ | ķ Ģ/ Ģ | ʹ | īĹ | Ư㱫 | ũƿ/ | û갡ġ/Ӱġ | 轺 | нȸ | ΰŷ/ڰŷ | /Ͼ | ܼҼ/¡ ع | | ҿǸ | C
10 | (ڷ ̴ ݰ ) M&A
ų 5000 Ѵ , ϴ ¾ , μպ(M&A) . M&A ο 嵿 Ȯϴ ½ ð, 븰 ݵ嵵 ϰ ִ. ܺ M&A κ 濵 ѳ ġ ִ. ȭ մ M&A .
M&A | սɻ | | ȸ | Ʃ ڵ | ൿ | ISS | | | / | Ȳݳϻ/ | ǰ/Ȳ | SPAC
11 | (ں ) ֽĽ
缭 Ⱦƶ. ѹٱϿ . ڰݾ ص ֽڿ ϱ ʴ. ϱ ֽĽ忡 ⺻ ö . PER, PBR, ͷ, EV/EBITDA ǥ Բ ˾ƺ.
| Ʈ | ðѾ | / | IPO | | | /켱 | Ȳ/ | Ĩ | ɼ | ڻ | | | | ڽ | | ̵ ī/Ŷ 극Ŀ | ݴŸ | | ŵ | ŷ/ְŷ | 5% /10% | ̼ | EV/EBITDA | EPS | PER | PBR | ͷ | ROE | CMA | Ƽ ݵ/нú ݵ | εݵ | ݵ/ġ ݵ | Ŭ | Ļǰ | ELS/DLS | ״ | 巯 Ī | ΰ
12 | ( ߽ 帧) ں
ڱ ʿ ްų ÿ ϱ , ä ں忡 ϱ Ѵ. ߴϸ鼭 CB, BW, ABS, NPL, ä ߿ ǰ Ȱϰ ŷǰ ִ. ŭ ȸ ߿伺 . ں ȸ迡 õ ⺻ĵ 캻.
ȸä/ | CB | BW | ABS | ä | ں | ļä | NPL | ä | ũ | RCPS | ũ ݵ | | ֽ | ȿ | & | IFRS | ܺΰ | ǰ | | ü
13 | (ú ) Ű
, ѱ ̷ . ٷӱ ҹ ȯ ӿ Ÿ ó ź ̾ ִ. AI, 5G, ũ, , ̿ پ ŸƮ Ȱϴ. 鵵 ȭη ſ . ̷ Ż ſ õ ƺô.
ŸƮ | | óij/ | Ʈ | FAANG | ̳뺣̼ | | ҽ | | ڳ | Ƽ | | ̿ùз | Ƿ | AI | VR/AR/MR/XR | 5G | Amazoned | MICE | ũ/ũ | и | Ƽ /װƼ | ϸ | dzȿ | ڽ