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2018 11 30 Ʈ




űԸż : ѱTV, 븲
߰ż : KODEX 200(ETF), ̽غ, , Ƽ
θŵ : HDCEP, Ƽ, ¾
κиŵ :

2018 10 ְ ȸǾ
11̾ϴ.


2018 10 31 2,029.69 2,096.86
ְ 3.3% Ͽ, ڽ
648.67 695.76 7.3% Ͽϴ.
Ʈ 5.69%̴, ְ
ڽ Դϴ.


3б , 󺸴
ڰ ϴ. Ǽ ϼ,
ֿ 鼭,
Ĺ ޾Ƽ Դϴ.

̷ Ȳ , ƹ ᳪ
, 񽺿 о߿ ַ
ϴ. ְ ũ Ը
ؼ ʴ ƴ,
ȮǼ ϴ.

̹޿ ȭ 'ε ' ,
ڿ ߴ Ϻθ Ͽ
غҽϴ. Ʒ ũ
ֽϴ.
https://www.itooza.com/common/iview.php?no=2018082110400243819

IMFȯ ѱ IMF
ǥ þҴ 'ȯ ¡
(Z)' ⺻ Ͽ, 繫
̱ īƮ ִ
Ƽ Ʈ 'Ʈ ׽Ʈ'
Ͽ ۼϿϴ.


1) Ѻö ε(1997 2)
ε ǿ ־ ū δ ˴ϴ.

Ư ġ ū ε ǿ
νǿ Ȱְ ˴ϴ. ̷
νǿ ü ɰ
ſ ʷϰ ˴ϴ.

1997 2 Ѻö ε
Ѻä 6 6,000 Ͽ,
14 ε
Ű ް
ҽŰ ȿ ־ϴ.

̿ , ε
߿ Ƽ(Trigger) Ͱ
ϴ. ȯ, Ǵ
ǹ Ը
ε ߿ ǹ̰ ˴ϴ.

*, (2) ַ ƴ
Ƽ ٸ Ÿ ֽϴ.
޶̳ õ ޶
þ ū
ȯ, Ǵ
Դϴ.
2) Ҿ (1997 2-10)

ְ ޶, /޷ ȯ ޵, ȸä
ͷ Ȳ ̾ Ͼ
Դϴ. 1) Ÿ ü鿡
ҾȰ ȸ ̾鼭,
ڱݰ Ͼ ˴ϴ.

ܰ迡 ߿ ȭ ſ򰡱
(S&P, , ġ) ſ ֽϴ.
ſ Ͽ, ܱ ڵ
ֽĸŵ ȯ ؿ Ͼ ˴ϴ.

3) IMF ȭ(1997 11 21)

ο IMF û ǥմϴ.

IMF ǵ ϰ Ǹ,
ձ ȯ ġ(11 22),
IMFǻ (11 24) ǵ
Ͼ ˴ϴ.

IMF ݾװ ΰ
, ̷ ˴ϴ.


Ư ѱ ȭ ƴ
ݸ ũ ȯ ް
ġ ʼ Դϴ.

* IMF ƴ϶, ̿ Ȳ 쿡
Ȳ ȯų ƮŰ ʿϰ ˴ϴ.
ģ߱ зǴ Űź ȯⰡ
´ٸ ߱ Ը ɼǵ غ
̸, ѱ ̱ Ǵ Ϻ Ը ȭ
غ Դϴ.

4) ä(1998 1 – 3)

IMF û ߿
äԴϴ. IMF ڱ ε
̷, ä ̷
IMF ڱ ä
Ǿ ֽϴ.

ܱä α׷ ؼ
󸶳 äDZ Ǹ
ִ ȯ⸦ ϱ
߿ м ˴ϴ.

Ѵ ذ踦
ϰ ä ݸ ϴ
Դϴ.

ä󿡼 ѱ 1
LIBOR+225bp, 2 LIBOR+250bp,
3 LIBOR+275bp ޾Ƶ
ִ ؿ 96.4% Ǹ ־ϴ.

5) űڱ (1998 3-4)

ä Ŀ ſ
Ͽ, ѱ ܱȯݿ
ȭǥ ä ϴ.

ƽþƿ , ̱ÿ ε
ѱ Ը 40޷(10 30޷,
5 10޷), 10 ݸ
355bp, 5 ݸ 345bp ä մϴ.



̿ ܼ 40޷
Ϳ ġ ƴ϶, ѱ
ڱ ִ
δٴ ߿ ǹ̰ ֽϴ.


ص , ݸζ
ִ ̴
ſҷڿ ׷ ̿ Դϴ.




* ̿ ѱ 丮̳
Ʈ ʾұ ϰ
־ ̶ ˴ϴ.


丮̳ Ʈ Ǿٸ,
̿ űڱ
ð 帥 Ŀ ̷ ־
˴ϴ.

̿ ü
μ غ, ѱ
߽ 1)
ε,
2)
, 3) IMF û,
4)
ä , 5) űڱ(Ӵ) ̶
ټ μ ȯⰡ
ȴٰ ϴ.

ڷμ ̱⵵ ϰ,
ū ȸ̱⵵ մϴ. ֿ
캸, ̷ ⸦
ִ غ ǹִ
ΰ ̶ մϴ.


޿ ˰ڽϴ. ſ
ֱ⸦ ٶϴ. մϴ.^^



ƮƮ ũα (0) ֱֱ(3)
:
|

 Ѹ ( 2)

  1. ݰ
    ݰ | 18.12/03 09:47
    |
    ȸϽ ϵ帮 Ʈ Ź 帳ϴ
    ۾
    • kwon4711
      kwon4711 | 18.12/12 19:05
      Ź ãּż մϴ. ſ ǽñ⸦ ٶϴ.^^
  2. 1215
    1215 | 18.12/04 14:40
    |
    ڿ Ǵ оϴ. Ѵް ϼ̽ϴ!
    ۾
    • kwon4711
      kwon4711 | 18.12/12 19:05
      ޿ ˰ڽϴ.^^ մϴ.^^

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