In this video, we analyze the impact of Trump's second-term policies on domestic industries, focusing on trade, military spending, and China's relations. Join us for a breakdown of these changes and their implications for companies in Korea.

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(p1) This is an analysis of the impact on domestic industries according to Trumps secondterm policies.
(p2) The Trump administration has three core policies under the principle of prioritizing national interests. Lets look at them one by one.
(p3) The trade surplus with the U.S. surged during the Biden era. In particular, car exports saw a significant increase. Its impossible to ignore the growing losses for Korea.
(p4) The U.S. will strengthen trade pressures in various ways. Tariffs, elimination of subsidies, and regulatory changes will inevitably impact the semiconductor, automobile, machinery, steel, and battery industries.
(p5) To save on war costs, Trump declared the suspension of war support. This will bring issues of Ukraine reconstruction and Europes military buildup to the forefront, and it is expected that the construction machinery, civil engineering, and defense sectors will benefit.
(p6) Finally, if the crackdown on China strengthens, universal tariffs are expected, which could be favorable for Korean products.
(p7) Having looked at the overall trends, we will also conduct a detailed analysis by company. Thank you.
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