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What's really worst about all the news saying that rebalancing is being postponed?

๐Ÿ‘ค ์•ผ๋ฆฌํƒ€
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๊ตญ๋ฏผ์—ฐ๊ธˆ ํฌ์ง€์…˜์„


์˜จ์„ธ๊ณ„์— ๋™๋„ค๋ฐฉ๋„ค ๋– ๋“œ๋Š”๊ผด์ž„



์•ฝ์ ์„ ์ ๋“ค์—๊ฒŒ ๋‹ค ์•Œ๋ ค์ฃผ๋Š”๊ผด์ž„



์ง„์งœ ์ด๊ฑฐ ์กฐ์‹ฌ์Šค๋Ÿฝ๊ฒŒ ์กฐ์šฉํ•˜๊ฒŒ ์ถ”์ง„ํ•ด์„œ


์•„๋ฌด๋„ ๋ชจ๋ฅด๊ฒŒ ์†๋ณด๋กœ ๋‚˜์™€์„œ


๊ทธ๋‚ ๋ถ€ํ„ฐ ์œ ์˜ˆํ–ˆ์–ด์•ผํ•˜๋Š”๋ฐ



์ž…๋ฒ•๊ธฐ๊ฐ„ ์•„๋ฌด๋ฆฌ ๋นจ๋ผ๋„ 4๊ฐœ์›” ์ด์ƒ ๊ฑธ๋ฆฌ๋Š”๊ฑธ


์˜ค๋Š˜ ๋ฐœ์˜ํ•œ๊ฑธ๋กœ ๋‰ด์Šค ์ €๋ ‡๊ฒŒ ํ˜ธ๋“ค๊ฐ‘๋–จ๋ฉด



์—ฐ๊ธฐ๊ธˆ์ด ์–ด๋–ป๊ฒŒ ๋Œ€์‘์„ํ•˜๋ƒ


๊ฐœํ„ธ๋ฆฌ์ง€


์™ธ๊ตญ์ธ๋“ค ๋˜ ํ’€๋งค๋„ ๋“ค์–ด๊ฐ€์„œ ์ˆ˜์ต ๋‚ญ๋‚ญํ•˜๊ฒŒ ์ฑ™๊ฒจ์„œ ๋‚˜๊ฐˆ๊ฑฐ์ž„

๐Ÿ”ฅ ์‹ค์‹œ๊ฐ„ ๋„คํ‹ฐ์ฆŒ ๋ฒ ์ŠคํŠธ ๋ฐ˜์‘

  • hin์ด ๋ธ…์‹ ๋“ค ํ•˜๋Š” ๊ผฌ๋ผ์ง€ ๋ณด๋ฉด์€ ์ง€๊ธˆ ๊ตญ์žฅ ํ•˜๋Š”๊ฒŒ ๋Šฅ์ง€๊ฐ€ ์ณ๋นˆ๊ฑฐ์ž„
  • ใ…‡ใ…‡์–ด์ฐจํ”ผ ๋‹ค ์˜คํ”ˆ์•„๋‹˜?
  • ใ…‡ใ…‡์• ์ดˆ์— ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ ์œ ์˜ˆํ•˜๋Š”๊ฒŒ ๋ฉ์ฒญ์ด๊ฐ™์€๊ฑด๋ฐ
  • ใ…‡ใ…‡2๊ทธ์ •๋„ ๋†’์€ ์ง€๋Šฅ์˜ ๊ตญ๋ฏผ์„ฑ์ด ์•„๋‹˜
  • ใ…‡ใ…‡3์ •์น˜๊ฐ€ ๋„ˆ๋ฌด ํ•˜๋ฅ˜์ž„
  • ใ…‡ใ…‡ใ„นใ…‡ ๊ฐœ๋ฉ์ฒญ์ด์ž์‹๋“ค์ž„
  • ใ…‡ใ…‡์ง€๊ธˆ ์ •๊ถŒ ํ•˜๋Š”๊ฑฐ ๋ณด๋ฉด, ์ฝ”์Šคํ”ผ ํ•œ๋‹ฌ์ด๋ผ๋„ ์‚ฐ์†Œํ˜ธํก๊ธฐ ๋‹ฌ์•„๋†“๊ณ  ๊ทธ๋™์•ˆ ํ•  ์ˆ˜ ์ž‡๋Š”๊ฑฐ ๋‹ค ํ•ด๋†“์œผ๋ ค๋Š” ๋ชจ์–‘์ƒˆ์ž„. ๊ทธ ๋’ค์— ์ฝ”์Šคํ”ผ์™€ ์—ฐ๊ธฐ๊ธˆ๊ณผ ๊ตญ๋ฏผ๋“ค์ด ์–ด๋–ป๊ฒŒ ๋˜๋Š”์ง€๋Š” ๊ณ ๋ ค์‚ฌํ•ญ์ด ์•„๋‹Œ๋“ฏ.
  • ใ…‡ใ…‡์ด์ œ ๊ตญ์žฅ์€ ๊ทธ๋ƒฅ ์ •์น˜๊ถŒ ์†์— ์™”๋‹ค๊ฐ”๋‹ค ํ•˜๋Š”๊ฑฐ๋„ค ์˜ฌ๋ผ๋ผ ํ•˜๋ฉด ์˜ค๋ฅด๊ณ  ๋‚ด๋ ค๋ผ ํ•˜๋ฉด ๋‚ด๋ฆฌ๊ณ  ใ…‹ใ…‹ใ…‹

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