Hana Bank Recommends 70% Stocks, 15% U.S. Bonds Portfolio as of July 9

According to Hana Bank's research team, on July 9, the lender recommended a portfolio allocation of 70% stocks, 15% U.S. bonds, and 15% gold for the second half of 2026. The bank expects lower odds of U.S. rate hikes, citing temporary strength in employment and moderating oil prices, arguing that currency hedging costs outweigh benefits given the current rate differential between the U.S. and South Korea.
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