{"id":44191,"date":"2026-04-08T03:15:05","date_gmt":"2026-04-08T03:15:05","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg-%ec%a0%84%eb%9e%b5%ea%b0%80-%eb%a7%88%ec%9d%b4%ed%81%b4-%ec%99%84-%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%99%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88\/"},"modified":"2026-04-08T03:15:05","modified_gmt":"2026-04-08T03:15:05","slug":"mufg-%ec%a0%84%eb%9e%b5%ea%b0%80-%eb%a7%88%ec%9d%b4%ed%81%b4-%ec%99%84-%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%99%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg-%ec%a0%84%eb%9e%b5%ea%b0%80-%eb%a7%88%ec%9d%b4%ed%81%b4-%ec%99%84-%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%99%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88\/","title":{"rendered":"MUFG \uc804\ub7b5\uac00 \ub9c8\uc774\ud074 \uc644 \u201c\ubbf8\u00b7\uc774\ub780 \uae34\uc7a5 \uace0\uc870\uc640 \ud638\ub974\ubb34\uc988 \uc704\ud611\uc73c\ub85c \ud3c9\ud654 \uc804\ub9dd\uc740 \uc881\uace0 \ubd88\ud655\uc2e4\u201d"},"content":{"rendered":"

\ubbf8\uad6d\uacfc \uc774\ub780\uc758 \uae34\uc7a5\uc774 \uace0\uc870\ub418\uba74\uc11c, \ud638\ub974\ubb34\uc988 \ud574\ud611(SoH\u00b7\uc138\uacc4 \uc6d0\uc720 \uc218\uc1a1\uc758 \ud575\uc2ec \ud56d\ub85c) \uad00\ub828 \uc704\ud611\uae4c\uc9c0 \ub354\ud574\uc838 \ud3c9\ud654\ub85c \uac00\ub294 \uc6c0\uc9c1\uc784\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc84c\ub2e4. \uc6d0\uc720 \uacf5\uae09 \ucc28\uc9c8 \uc704\ud5d8\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \uc544\uc2dc\uc544 \uc678\ud658\uc2dc\uc7a5\uacfc \uc5ed\ub0b4 \uc704\ud5d8\uc790\uc0b0(\uc8fc\uc2dd\u00b7\uc2e0\ud765\uad6d \uc790\uc0b0 \ub4f1 \uac00\uaca9 \ubcc0\ub3d9\uc774 \ud070 \uc790\uc0b0)\uc5d0 \ubd80\ub2f4\uc774 \ub418\uace0 \uc788\ub2e4.<\/p>\n

\uc6d0\uc720\uc2dc\uc7a5\uc740 \ub450 \uac00\uc9c0 \ud750\ub984\uc744 \ubcf4\uc778\ub2e4. \uccab\uc9f8, \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ud1b5\uacfc\ud558\ub294 \uc720\uc870\uc120 \ubb3c\ub3d9\ub7c9\uc774 \uc18c\ud3ed \uac1c\uc120\ub410\ub2e4. \ub458\uc9f8, \uc774\ub77c\ud06c\uc0b0 \uc6d0\uc720 \uc218\ucd9c\uc774 \ud574\ud611\uc744 \ud1b5\ud574 \uc774\ub3d9\ud560 \uac00\ub2a5\uc131\uc774 \uac70\ub860\ub41c\ub2e4. \ub2e4\ub9cc \ud5a5\ud6c4 \uc5ec\uac74\uc740 \uc5ec\uc804\ud788 \ubd88\ud655\uc2e4\ud558\ub2e4.<\/p>\n

Supply Recovery Timeline<\/h3>\n

\ud638\ub974\ubb34\uc988 \ud574\ud611\uc774 \ub2f9\uc7a5 \uc644\uc804\ud788 \uc7ac\uac1c\ub418\ub354\ub77c\ub3c4, \uacf5\uae09\uc774 \uc815\uc0c1\ud654\ub3fc \uc2dc\uc7a5 \uac00\uaca9\uc5d0 \ubc18\uc601\ub418\uae30\uae4c\uc9c0 3~6\uac1c\uc6d4\uc774 \uac78\ub9b4 \uc218 \uc788\ub2e4. \ud2b9\ud788 \uc11d\uc720\ud654\ud559(\uc6d0\uc720\ub97c \uc6d0\ub8cc\ub85c \ud50c\ub77c\uc2a4\ud2f1\u00b7\ud569\uc131\uc218\uc9c0\u00b7\ud654\ud559\uc81c\ud488 \ub4f1\uc744 \ub9cc\ub4dc\ub294 \uc0b0\uc5c5)\uc774 \uac00\uc7a5 \ud070 \uc601\ud5a5\uc744 \ubc1b\uc744 \uac83\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4.<\/p>\n

\uc774\ubc88 \ucda9\ub3cc\uc740 \uc138 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\u2014\ud0c4\uc57d(\uc804\uc7c1 \uc218\ud589\uc5d0 \ud544\uc694\ud55c \ubb34\uae30\u00b7\ud0c4\uc57d), \uc2dc\uc7a5(\uacbd\uc81c\u00b7\uae08\uc735\uc2dc\uc7a5 \ubc18\uc751), \ubbf8\uad6d \uc911\uac04\uc120\uac70(\uc815\uce58 \uc77c\uc815)\u2014\uc73c\ub85c \uc778\ud574 \uc885\ub8cc\ub420 \uc218 \uc788\ub2e4\ub294 \uad00\uc810\ub3c4 \uc788\ub2e4. \ub610\ud55c \uc720\uac00\uac00 \ucd94\uac00 \uc555\ub825\uc744 \ucd09\ubc1c\ud558\uae30 \uc804\uae4c\uc9c0 \uc5bc\ub9c8\ub098 \ub354 \uc624\ub97c \uc218 \uc788\ub294\uc9c0\uac00 \uacb0\uacfc\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub2e4.<\/p>\n

\ud3c9\ud654\ub85c \uac00\ub294 \uae38\uc774 \uc881\uace0 \uc2e4\ud604 \uac00\ub2a5\uc131\uc774 \ub0ae\ub2e4\uace0 \ubcf4\uace0, \uc6d0\uc720 \uacf5\uae09\uc758 \uc9c0\uc18d\uc801 \ub9ac\uc2a4\ud06c\uac00 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ud310\ub2e8\ud55c\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ub458\ub7ec\uc2fc \uae34\uc7a5\uc740 \ud5a5\ud6c4 \uc218\uc8fc\uac04 \uc2dc\uc7a5 \ubd88\uc548\uc744 \ud0a4\uc6b8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ud2b8\ub808\uc774\ub354 \uc785\uc7a5\uc5d0\uc11c\ub294 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4)\uc774 \uc77c\uc2dc\uc801 \ucda9\uaca9\uc774 \uc544\ub2c8\ub77c \uae30\ubcf8 \ud658\uacbd\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc774\ub97c \uac10\uc548\ud558\uba74 \ube0c\ub80c\ud2b8\uc720 \uc120\ubb3c\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub294 \ud569\ub9ac\uc801\uc778 \uc120\ud0dd\uc73c\ub85c \ubcf4\uc778\ub2e4. 6\uc6d4\ubb3c \uac00\uaca9\uc740 \ubc30\ub7f4\ub2f9 105\ub2ec\ub7ec \uc218\uc900\uc744 \uc2dc\ud5d8\ud558\uace0 \uc788\ub2e4. \ud574\ub2f9 \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300)\uc740 45%\ub97c \uc6c3\ub3cc\uba70 \uacf5\uae09 \ucc28\uc9c8 \uc6b0\ub824\uac00 \ud06c\ub2e4\ub294 \uc810\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774 \uc804\ub7b5\uc740 \uc0c1\uc2b9 \uc5ec\uc9c0\ub97c \ud655\ubcf4\ud558\uba74\uc11c\ub3c4 \ucd5c\ub300 \uc190\uc2e4\uc744 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158\uc744 \uc0ac\uae30 \uc704\ud574 \ub0b4\ub294 \ube44\uc6a9)\uc73c\ub85c \uc81c\ud55c\ud55c\ub2e4.<\/p>\n

Asian Fx Hedging<\/h3>\n

\uc544\uc2dc\uc544 \ud1b5\ud654\ub294 \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9\uc5d0 \ucde8\uc57d\ud574 \uc2e0\uc911\ud55c \uc811\uadfc\uc774 \ud544\uc694\ud558\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ubcc0\ud558\ub294 \uae08\uc735\uc0c1\ud488) \ud2b8\ub808\uc774\ub354\ub294 \ub2ec\ub7ec\ub2f9 1,450\uc6d0\uc744 \ub118\uc5b4 \uc57d\uc138\ub97c \ubcf4\uc778 \uc6d0\ud654 \uac19\uc740 \ud1b5\ud654\uc758 \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub97c \uace0\ub824\ud560 \ub9cc\ud558\ub2e4. \ud55c\uad6d\uc740 \uc218\uc785 \uc6d0\uc720 \uc758\uc874\ub3c4\uac00 \ub192\uc544 \uc6d0\ud654\uac00 \uc5ed\ub0b4 \uc5d0\ub108\uc9c0 \uc548\ubcf4 \ub9ac\uc2a4\ud06c\ub97c \ubc18\uc601\ud558\ub294 \uc9c0\ud45c \uc5ed\ud560\uc744 \ud55c\ub2e4.<\/p>\n

\ud574\ud611\uc774 \uc624\ub298 \uc644\uc804\ud788 \uc7ac\uac1c\ub418\ub354\ub77c\ub3c4 \uacf5\uae09\ub9dd \uc601\ud5a5\uc740 \uc218\uac1c\uc6d4 \uc9c0\uc18d\ub420 \uc218 \uc788\ub2e4. \ub530\ub77c\uc11c \ub9cc\uae30(\uacc4\uc57d\uc774 \ub05d\ub098\ub294 \uc2dc\uc810)\uac00 3~6\uac1c\uc6d4\uc778 \ud30c\uc0dd\uc0c1\ud488\uc744 \ud1b5\ud574 \uad50\ub780\uc758 \uc804 \uc601\ud5a5\uc774 \ubc18\uc601\ub418\ub294 \uad6c\uac04\uc744 \ub178\ub9ac\ub294 \uc811\uadfc\uc774 \uc720\ud6a8\ud558\ub2e4. \uc720\uc870\uc120 \ud750\ub984\uc744 \uba74\ubc00\ud788 \ubcf4\uace0 \uc788\uc9c0\ub9cc, \uc18c\ud3ed \uac1c\uc120\ub9cc\uc73c\ub85c\ub294 \uc2e0\uc911\ud55c \uc2a4\ud0e0\uc2a4\ub97c \ubc14\uafb8\uae30 \uc5b4\ub835\ub2e4.<\/p>\n

2025\ub144 \ub9d0 \uae34\uc7a5 \uc7ac\ud655\uc0b0 \ub2f9\uc2dc \uc720\uac00\ub294 \ub2e8\uae30\uac04 15% \uae09\ub4f1\ud588\uace0, \uc5ed\ub0b4 \uc790\uc0b0\uc740 \ub3d9\ubc18 \uc57d\uc138\ub97c \ubcf4\uc600\ub2e4. \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc774 \uc5bc\ub9c8\ub098 \ube60\ub974\uac8c \uc2dc\uc7a5 \ucda9\uaca9\uc73c\ub85c \ubc88\uc9c8 \uc218 \uc788\ub294\uc9c0 \ubcf4\uc5ec\uc900 \uc0ac\ub840\ub2e4. \ud604\uc7ac \uc0c1\ud669\uc740 \ub2f9\uc2dc\uc758 \uc9e7\uc740 \ub300\uce58\ubcf4\ub2e4 \ub354 \uc7a5\uae30\ud654\ub420 \uac00\ub2a5\uc131\uc774 \ucee4 \ubcf4\uc778\ub2e4.<\/p>\n

\ub192\uc740 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \uc9c0\uc18d\ub418\uba74 \uc544\uc2dc\uc544 \uc804\ubc18\uc758 \uc704\ud5d8\uc790\uc0b0\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4. \uace0\uc720\uac00\ub294 \uc0ac\uc2e4\uc0c1 \u2018\uc138\uae08\u2019\ucc98\ub7fc \uacbd\uc81c\ub97c \uc555\ubc15\ud574 \uae30\uc5c5 \uc774\uc775\ub960(\ub9e4\ucd9c \ub300\ube44 \uc774\uc775\uc758 \ube44\uc911)\uc744 \ud6fc\uc190\ud55c\ub2e4. \ud558\ubc29 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud574 \uc7a5\uae30 \uc8fc\uc2dd \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\uc720\ud55c \ud22c\uc790\uc790\ub294 MSCI \uc544\uc2dc\uc544(\uc77c\ubcf8 \uc81c\uc678) \uc9c0\uc218 \ub4f1 \uc8fc\uc694 \uc9c0\uc218\uc5d0 \ub300\ud55c \ud48b\uc635\uc158 \ub9e4\uc218\ub85c \ud5e4\uc9c0(\uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \uc704\ud5d8 \uad00\ub9ac)\ub97c \uace0\ub824\ud560 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ud638\ub974\ubb34\uc988 \ud574\ud611 \ub9ac\uc2a4\ud06c\uc5d0 \ubbf8\u00b7\uc774\ub780 \uae34\uc7a5\uae4c\uc9c0\u2026\uc6d0\uc720 \uacf5\uae09\ucc28\uc9c8 \uc6b0\ub824\ub85c \uc720\uac00\u00b7\ubcc0\ub3d9\uc131 \uc0c1\uc2dc\ud654, \uc544\uc2dc\uc544 FX\u00b7\uc704\ud5d8\uc790\uc0b0 \ubd80\ub2f4 \ud655\ub300. \ube0c\ub80c\ud2b8 \ucf5c\u00b7\uc6d0\ud654\u00b7\uc544\uc2dc\uc544\uc9c0\uc218 \ud48b\uc73c\ub85c 3~6\uac1c\uc6d4 \ud5e4\uc9c0 \ubd80\uac01.<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-44191","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44191","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=44191"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44191\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44191"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44191"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44191"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}