Post-war stock market book: Post-War Investment Strategy by 9 Masters
In short
Post-War Investment Strategy by 9 Investment Masters (투자 대가 9인의 포스트-워 투자 전략) is a Korean economics book in which nine investment experts each write one chapter on handling the stock market after a war. The blogger read Post-War Investment Strategy while news of the US-Iran war and a semiconductor rally kept markets swinging, and highlights war-and-stock-price patterns, physical AI, sector rotation and a diagnosis of the Korean economy. Post-War Investment Strategy suits readers who want to learn a big-picture, macro view of investing.
Good to know
- Book title
- Post-War Investment Strategy by 9 Investment Masters (투자 대가 9인의 포스트-워 투자 전략)
- Structure
- 9 chapters, each written by one investment expert
- Topics covered
- Stock market scenarios, global financial markets, crisis response, cycle investing, technical analysis, promising stocks, portfolios, cryptocurrency, policy proposals
- Review copy
- Book provided by the publisher
Prices as written by the tester on Jun 14, 2026 · not updated automatically
Today I'd like to introduce an economics book that lets you meet nine experts on investing after a war: Post-War Investment Strategy by 9 Investment Masters (투자 대가 9인의 포스트-워 투자 전략).
Why I read a post-war investing book now
With the stock market booming these days, you hear stories of people making profits everywhere. On top of that, the news is full of articles saying that brokerage loans and credit loans are at record highs.
Abroad, the US-Iran war keeps the market swinging, with all sorts of words like ceasefire, airstrike, hit and negotiations pouring out. At home, the KOSPI is soaring thanks to semiconductors hard-carrying at record levels... so I was curious about what the investment strategy is for after the war.
Which experts appear in Post-War Investment Strategy?
Post-War Investment Strategy by 9 Investment Masters introduces the strategies of nine investment masters, as listed below.
- Chapter 1: Response strategies by stock market scenario / Park Seik / CEO, Chelsea Investment Advisory
- Chapter 2: Global financial market outlook / Han Sangchun / Editorial writer and chief international finance correspondent, The Korea Economic Daily
- Chapter 3: Crisis response strategy / Kim Youngik / Director, Naeil Hope Economic Research Institute
- Chapter 4: Cycle investing strategy / Cho Yunnam / CEO, Core16
- Chapter 5: Technical analysis / Park Byeongchang / Director, Kyobo Securities
- Chapter 6: Promising stocks / Lee Seonyeop / CEO, AFW Partners
- Chapter 7: Portfolio strategy / Park Jeongrim / Former CEO, KB Securities
- Chapter 8: Cryptocurrency market outlook / Jeong Yushin / Professor, Sogang University Graduate School of Business
- Chapter 9: Policy proposals / Seo Yuseok / Former chairman, Korea Financial Investment Association
What stood out in the book
Here are the parts that left an impression on me while reading Post-War Investment Strategy.
How does the stock market move when war breaks out?
There's a pattern between wars and the stock market. Right after a war breaks out, stocks plunge in fear, but if the war drags on, the market actually rebounds. The market rises quickly as it prices in the economic effect of the reconstruction that inevitably follows destruction.
What should you buy in a volatile market?
Use volatility to invest actively in structural growth stocks.
The reducer market to watch in physical AI investing
One sector to watch in physical AI investing is reducers (speed reduction gears). The reducer market is effectively an oligopoly of two Japanese companies, Harmonic Drive Systems and Nabtesco, so if a Korean company enters this market, a new investment opportunity could open up.
Buy on rumor, sell on news
Buy on rumor, sell on news.
Leading stocks for late 2026 and 2027
Both the KOSPI and KOSDAQ are showing technical signs of short-term overheating, so in the second half of 2026 reducing leveraged positions and managing risk is important. Once the semiconductor rally winds down, rotation is expected into the sectors that have been resting: skin and beauty treatments, entertainment, cosmetics and consumer goods. In 2027, with oil prices stabilizing and expectations of rate cuts growing, the bio sector is likely to take the baton as the next leader.
What do "Taejo Ibangwon" and "Geumbanji" mean?
- Taejo Ibangwon (태조이방원, named after a Joseon-era king and prince): solar, shipbuilding, secondary batteries, defense, nuclear power
- Geumbanji (금반지, "gold ring"): finance, semiconductors, holding companies
Nikkei index, Taiwan Weighted index
Korea's economy right now, in one phrase
Korea's economy stands at an inflection point: structurally it has entered a low-growth phase, while in the short term it is recovering on the back of semiconductor exports. The two are not contradictory but coexist. So if you had to sum up Korea's economy now in one phrase, it would be selective recovery within a low-growth structure.
What I took away
Post-War Investment Strategy by 9 Investment Masters was an economics and investing book that taught me a macro view of investment strategy.
