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๊ธ€๋กœ๋ฐœ ํŒŒ์ด๋‚ธ์…œ ๋งˆ์ผ“ ๋ฆฌ๋”

๊ธ€๋กœ๋ฐœ ํŒŒ์ด๋‚ธ์…œ ๋งˆ์ผ“ ๋ฆฌ๋”

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์„ธ์ผ์ฆˆ๊ฐ€ ๋ณด๋Š” ๊ธˆ์œต์‹œ์žฅ ํผ์ฆ ํ•œ ์กฐ๊ฐ

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์˜ฌํ•ด 1๋ถ„๊ธฐ ๋ง ์ €์ถ•์€ํ–‰์˜ ๊ฐœ์ธ์‚ฌ์—…์ž ๋Œ€์ถœ ์—ฐ์ฒด์œจ(1์ผ ์ด์ƒ ์›๊ธˆ ๋˜๋Š” 1๊ฐœ์›” ์ด์ƒ ์ด์ž ์—ฐ์ฒด)์€ 12.79%์— ๋‹ฌํ•ด, ์ž‘๋…„ ๋ง(11.95%)๋ณด๋‹ค 0.84%p ์ƒ์Šนํ–ˆ๋‹ค. ์ด๋Š” ์ €์ถ•์€ํ–‰ ์‚ฌํƒœ ์—ฌํŒŒ๊ฐ€ ์ง€์†๋˜๋˜ 2015๋…„ 1๋ถ„๊ธฐ ๋ง(14.01%) ์ดํ›„ 11๋…„ ๋งŒ์— ์ตœ๊ณ ์น˜๋‹ค. ์ฝ”๋กœ๋‚˜19 ์ดํ›„ ๊ธˆ๋ฆฌ ์ธํ•˜๊ธฐ์— ์ €์ ์„ ์ฐ์—ˆ๋˜ 2022๋…„ 2๋ถ„๊ธฐ ๋ง(1.78%)๊ณผ ๋น„๊ตํ•˜๋ฉด 7๋ฐฐ ๋„˜๊ฒŒ ๋†’์€ ์ˆ˜์ค€์ด๋‹ค. https://n.news.naver.com/article/001/0016166091?cds=news_edit

์—๋„ˆ์ง€๋ฐœ์ „๋‹จ๊ฐ€ + ์ƒ์‚ฐ์‹œ์„ค์™„๋ฃŒ๊ธฐ๊ฐ„
์—๋„ˆ์ง€๋ฐœ์ „๋‹จ๊ฐ€ + ์ƒ์‚ฐ์‹œ์„ค์™„๋ฃŒ๊ธฐ๊ฐ„

Global PE ์„ธ์ปจ๋”๋ฆฌ ํŽ€๋“œ ์„ฑ์žฅ๊ธฐ
Global PE ์„ธ์ปจ๋”๋ฆฌ ํŽ€๋“œ ์„ฑ์žฅ๊ธฐ

AI์˜ ๋น„์šฉ ์ ˆ๊ฐ - ๊ธฐ๋Œ€์™€ ํ˜„์‹ค ๋น„์šฉ ์ ˆ๊ฐ ๊ธฐ๋Œ€ํšจ๊ณผ์™€ ์‹ค์ œ ์ฒด๊ฐ ์ฐจ์ด ๊ทธ๋ž˜ํ”„์ธ๋ฐ ํ•ด์„ํ•ด ๋ณด๋ฉด 20%์ •๋„๋Š” ์‹ค์ œ ๋น„์šฉ ์ ˆ๊ฐ ํšจ๊ณผ๊ฐ€ ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ๋ณด์ž„ ์ถœ์ฒ˜:Bain&Company
AI์˜ ๋น„์šฉ ์ ˆ๊ฐ - ๊ธฐ๋Œ€์™€ ํ˜„์‹ค ๋น„์šฉ ์ ˆ๊ฐ ๊ธฐ๋Œ€ํšจ๊ณผ์™€ ์‹ค์ œ ์ฒด๊ฐ ์ฐจ์ด ๊ทธ๋ž˜ํ”„์ธ๋ฐ ํ•ด์„ํ•ด ๋ณด๋ฉด 20%์ •๋„๋Š” ์‹ค์ œ ๋น„์šฉ ์ ˆ๊ฐ ํšจ๊ณผ๊ฐ€ ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ๋ณด์ž„ ์ถœ์ฒ˜:Bain&Company

The Pursuit of Health GLP-1 ์ดํ›„์˜ ์‹์ž์žฌ ์†Œ๋น„ ๋ณ€ํ™” ๊ฐ์ž์นฉ ๋Œ€ํญ ๊ฐ์†Œ ์š”๊ฑฐํŠธ ์ฆ๊ฐ€
The Pursuit of Health GLP-1 ์ดํ›„์˜ ์‹์ž์žฌ ์†Œ๋น„ ๋ณ€ํ™” ๊ฐ์ž์นฉ ๋Œ€ํญ ๊ฐ์†Œ ์š”๊ฑฐํŠธ ์ฆ๊ฐ€

์†Œํ”„ํŠธ์›จ์–ด ๊ธฐ์—… ์ฃผ๊ฐ€ ์•ˆ์ •์—๋„ ์‚ฌ๋ชจํฌ๋ ˆ๋”ง ํŽ€๋“œ ํ™˜๋งค์š”์ฒญ ์ฆ๊ฐ€ ๋‹ค๋งŒ ์‹ ๊ทœ์œ ์ž…๋„ ๋™์‹œ์— ์žˆ๊ณ  ๋ฏธ๊ตญ์™ธ ๊ฐœ์ธ ํˆฌ์ž์ž๋“ค์˜ ํ™˜๋งค์š”์ฒญ์ด ๋งŽ์Œ Apollo said it recorded $300mn of new commitments to
์†Œํ”„ํŠธ์›จ์–ด ๊ธฐ์—… ์ฃผ๊ฐ€ ์•ˆ์ •์—๋„ ์‚ฌ๋ชจํฌ๋ ˆ๋”ง ํŽ€๋“œ ํ™˜๋งค์š”์ฒญ ์ฆ๊ฐ€ ๋‹ค๋งŒ ์‹ ๊ทœ์œ ์ž…๋„ ๋™์‹œ์— ์žˆ๊ณ  ๋ฏธ๊ตญ์™ธ ๊ฐœ์ธ ํˆฌ์ž์ž๋“ค์˜ ํ™˜๋งค์š”์ฒญ์ด ๋งŽ์Œ Apollo said it recorded $300mn of new commitments to the fund, which it said would limit net outflows to $400mn in the quarter. It also noted that redemption requests were concentrated from investors in its offshore funds, typically pitched to non-US investors.

22์ผ ๊ธˆ์œต์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ๊ณ ์šฉ๋…ธ๋™๋ถ€์™€ ๊ธˆ์œต๋‹น๊ตญ์€ ํ‡ด์ง์—ฐ๊ธˆ ํ™•์ •๊ธฐ์—ฌ(DC)ํ˜• ์ƒํ’ˆ์„ ์ค‘์‹ฌ์œผ๋กœ ๊ธฐ๊ธˆํ™”๋ฅผ ์ถ”์ง„ํ•˜๊ณ  ์žˆ๋‹ค. '2025๋…„ ์šฐ๋ฆฌ๋‚˜๋ผ ํ‡ด์ง์—ฐ๊ธˆ ํˆฌ์ž ๋ฐฑ์„œ'์— ๋”ฐ๋ฅด๋ฉด ์ง€๋‚œํ•ด ๋ง ๊ธฐ์ค€์œผ๋กœ ํ‡ด์ง์—ฐ๊ธˆ ์ ๋ฆฝ๊ธˆ์€ 501์กฐ4000์–ต์› ๊ทœ๋ชจ๋‹ค. ์ด ๊ฐ€์šด๋ฐ ํ™•์ •๊ธ‰์—ฌ(DB)ํ˜•์ด 228์กฐ9000์–ต์›(45.7%)์œผ๋กœ ๋น„์ค‘์ด ์ œ์ผ ํฌ๋‹ค. DCํ˜• 141์กฐ6000์–ต์›(28.2%)๊ณผ ๊ฐœ์ธํ˜• ํ‡ด์ง์—ฐ๊ธˆ(IRP) 130์กฐ9000์–ต์›(26.1%) ์ˆœ์ด๋‹ค. ์ง€๋‚œํ•ด ๋ง ๊ธฐ์ค€ ํ‡ด์ง์—ฐ๊ธˆ ์ทจ๊ธ‰ ๊ธˆ์œตํšŒ์‚ฌ์˜ ์ˆ˜์ˆ˜๋ฃŒ ์ˆ˜์ต์ด ์•ฝ 2์กฐ1000์–ต์›์ธ ๊ฒƒ์„ ๊ณ ๋ คํ•˜๋ฉด DCํ˜• ์ƒํ’ˆ์˜ ์ˆ˜์ˆ˜๋ฃŒ ์ˆ˜์ต์€ 6000์–ต์›๋Œ€๋กœ ์ถ”์‚ฐ๋œ๋‹ค. https://naver.me/FsoSHIlQ

์ฃผ๊ฐ€ 1000๋‹ฌ๋Ÿฌ ๋ŒํŒŒ ๊ธฐ๋…!!! ์‹œ์ด $454bn https://youtube.com/shorts/lgXlJ_QtXCE?si=K6lHXF5yAuALjX5u

Private Credit๋ณด๋‹ค Private Equity๊ฐ€ ๋ฌธ์ œ์ธ๋ฐ
Private Credit๋ณด๋‹ค Private Equity๊ฐ€ ๋ฌธ์ œ์ธ๋ฐ

์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค '์ทจ์—… ํ‹ฐ์ผ“'์ด ๋ณด์žฅ๋˜๋Š” ๋ฐ˜๋„์ฒด ๊ณ„์•ฝํ•™๊ณผ์˜ ์ •์‹œ ํ•ฉ๊ฒฉ ํ‰๊ท  ์ ์ˆ˜๊ฐ€ ์„œ์šธ๋Œ€ ์ž์—ฐ๋Œ€๋ณด๋‹ค ๋†’์€ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. 21์ผ ์ข…๋กœํ•™์›์— ๋”ฐ๋ฅด๋ฉด ์—ฐ์„ธ๋Œ€, ๊ณ ๋ ค๋Œ€, ํ•œ์–‘๋Œ€, ์„ฑ๊ท ๊ด€๋Œ€, ์„œ๊ฐ•๋Œ€ ๋“ฑ ์„œ์šธ ์†Œ์žฌ ๋Œ€ํ•™ ๋ฐ˜๋„์ฒด ํ•™๊ณผ์˜ 2026ํ•™๋…„๋„ ์ •์‹œ ๋ชจ์ง‘ ํ•ฉ๊ฒฉ์ž์˜ ๋Œ€ํ•™์ˆ˜ํ•™๋Šฅ๋ ฅ์‹œํ—˜(์ˆ˜๋Šฅ) ๊ตญ์–ดยท์ˆ˜ํ•™ยทํƒ๊ตฌ ํ‰๊ท  ์ ์ˆ˜๋Š” 96.2์ ์ด์—ˆ๋‹ค. https://naver.me/5wruer3e

Intel's stock surged in premarket trading on Thursday. The rally came after President Donald Trump said on Truth Social that the semiconductor company had agreed to a deal with Apple to design and build chips in the U.S.

๊ธ€๋กœ๋ฐœ ํŒŒ์ด๋‚ธ์…œ ๋งˆ์ผ“ ๋ฆฌ๋” - Statistics & analytics of Telegram channel @sinabro_yeob