{"id":50960,"date":"2026-07-07T02:27:49","date_gmt":"2026-07-07T02:27:49","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/bny-%ec%a4%91%ea%b5%ad-%ec%9e%90%ec%82%b0-%ec%a0%80%ed%8f%89%ea%b0%80%c2%b7%ec%a0%80%eb%b9%84%ec%a4%91-%ec%a3%bc%eb%aa%a9%ec%98%b5%ec%85%98%ec%8b%9c%ec%9e%a5%ec%9d%80-%eb%b6%80%ec%96%91\/"},"modified":"2026-07-07T02:27:49","modified_gmt":"2026-07-07T02:27:49","slug":"bny-%ec%a4%91%ea%b5%ad-%ec%9e%90%ec%82%b0-%ec%a0%80%ed%8f%89%ea%b0%80%c2%b7%ec%a0%80%eb%b9%84%ec%a4%91-%ec%a3%bc%eb%aa%a9%ec%98%b5%ec%85%98%ec%8b%9c%ec%9e%a5%ec%9d%80-%eb%b6%80%ec%96%91","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/bny-%ec%a4%91%ea%b5%ad-%ec%9e%90%ec%82%b0-%ec%a0%80%ed%8f%89%ea%b0%80%c2%b7%ec%a0%80%eb%b9%84%ec%a4%91-%ec%a3%bc%eb%aa%a9%ec%98%b5%ec%85%98%ec%8b%9c%ec%9e%a5%ec%9d%80-%eb%b6%80%ec%96%91\/","title":{"rendered":"BNY, \uc911\uad6d \uc790\uc0b0 \uc800\ud3c9\uac00\u00b7\uc800\ube44\uc911 \uc8fc\ubaa9\u2026\uc635\uc158\uc2dc\uc7a5\uc740 \ubd80\uc591\ucc45 \uae30\ub300 \uc18d \ubc18\ub4f1 \uac00\ub2a5\uc131 \ubc18\uc601"},"content":{"rendered":"<p>BNY\ub294 \uc911\uad6d \uc8fc\uc2dd\uacfc \uc911\uad6d \uc704\uc548\ud654(CNY)\uac00 \uc544\uc2dc\uc544\u00b7\ud0dc\ud3c9\uc591(APAC) \ub3d9\uc885\uad6d \ub300\ube44 \uc5ec\uc804\ud788 \ud06c\uac8c \u2018\uc5b8\ub354\uc624\uc6b4(under-owned)\u2019 \uc0c1\ud0dc\uc774\uba70, \uad6d\uacbd \uac04(\ud06c\ub85c\uc2a4\ubcf4\ub354) \ubcf4\uc720 \uaddc\ubaa8\uac00 \u201c\ub9e4\uc6b0 \ub0ae\uc740 \uc218\uc900\u201d\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \ub610\ud55c CNY\ub294 APAC \ud1b5\ud654 \uac00\uc6b4\ub370 \ubcf4\uc720 \ube44\uc911\uc774 \uac00\uc7a5 \ub0ae\uc9c0\ub9cc, \uc790\uae08 \ud750\ub984 \ub370\uc774\ud130\ub294 \ub354 \uc774\uc0c1 \uacf5\uaca9\uc801\uc778 \ub9e4\ub3c4 \uc2e0\ud638\ub97c \uac00\ub9ac\ud0a4\uc9c0 \uc54a\ub294\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4. \uc544\uc6b8\ub7ec \uc911\uad6d\uc740 \uc8fc\uc2dd, \uc678\ud658(FX), \ucc44\uad8c \ub4f1 \uc804\ubc18\uc5d0 \uac78\uccd0 \u2018\ub514\ub9ac\uc2a4\ud0b9(de-risking)\u2019\uc774 \uc9c4\ud589\ub41c \uc0c1\ud0dc\ub85c \ud3c9\uac00\ud588\ub2e4.<\/p>\n\n<p>\uc740\ud589\uc740 \ub2e4\ub9cc \ud380\ub354\uba58\ud138 \uc5ec\uac74\uc774 \uc544\uc9c1 \uc644\uc804\ud788 \uc815\ub9ac\ub418\uc9c0\ub294 \uc54a\uc558\ub2e4\uace0 \uc9c0\uc801\ud558\uba70, \uacbd\uae30 \ub370\uc774\ud130 \uac1c\uc120, \uae30\uc5c5 \uc2e4\uc801, \uc815\ucc45 \uc774\ud589\ub825(\ud6c4\uc18d \uc870\uce58) \uce21\uba74\uc758 \uc9c4\uc804\uc774 \ud544\uc694\ud558\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \uc18c\ub9e4(\ub9ac\ud14c\uc77c) \uc790\uae08 \uc720\uc785, \ubcf4\uc720 \uae30\ubc18\uc758 \ud615\uc131, \uacbd\uae30\ubd80\uc591(stimulus) \ub17c\uc758 \ud655\ub300 \ub4f1\uc774 \ud3ec\uc9c0\uc154\ub2dd \ubcc0\ud654\ub97c \ub4b7\ubc1b\uce68\ud560 \uc694\uc778\uc774\ub77c\uace0 \uc9c4\ub2e8\ud588\ub2e4. \ud380\ub354\uba58\ud138 \uc548\uc815 \ub610\ub294 \uc2e0\ub8b0\ud560 \ub9cc\ud55c \uc815\ucc45 \uc9c0\uc6d0\uc774 \ud655\uc778\ub420 \uacbd\uc6b0, \ub0ae\uc544\uc9c4 \ubcf4\uc720 \uc218\uc900\uc5d0\uc11c \uc911\uad6d \uc775\uc2a4\ud3ec\uc800\ub97c \u2018\uc18c\ud3ed \uc7ac\uad6c\ucd95\u2019\ud560 \uc5ec\uc9c0\uac00 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n\n<h3>Current Positioning and Market Dynamics<\/h3>\n\n<p>\uad6d\uacbd \uac04 \ubcf4\uc720\uac00 \ub9e4\uc6b0 \ub0ae\uc740 \uc218\uc900\uc774\ub77c\ub294 \uc810\uc744 \uac10\uc548\ud558\uba74, \ub9e4\ub825\uc801\uc778 \uad6c\ub3c4\uac00 \ud615\uc131\ub418\uace0 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \ud574\uc678 \ud22c\uc790\uc790\ub4e4\uc758 \uc911\uad6d \uc790\uc0b0 \ubcf4\uc720\ub294 \uccb4\uacc4\uc801\uc73c\ub85c \ucd95\uc18c\ub3fc \uc654\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5\uc774 \ucd94\uac00 \uc545\uc7ac\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc158\uc774 \ub354 \uc774\uc0c1 \uacfc\ub3c4\ud558\uac8c \uc3e0\ub824 \uc788\uc9c0 \uc54a\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4. \ucd5c\uadfc \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc2a4\ud1a1\ucee4\ub125\ud2b8(Stock Connect)\ub97c \ud1b5\ud55c \uc911\uad6d \ubcf8\ud1a0 \uc8fc\uc2dd\uc758 \uc21c\uc720\ucd9c\uc740 2026\ub144 6\uc6d4 20\uc5b5\ub2ec\ub7ec\uc5d0 \uadf8\uccd0, \uc5f0\ucd08\uc5d0 \ub098\ud0c0\ub0ac\ub358 \ub300\uaddc\ubaa8 \ub9e4\ub3c4 \ub300\ube44 \ud06c\uac8c \ub454\ud654\ub410\ub2e4.<\/p>\n\n<p>\uc774\ucc98\ub7fc \uad11\ubc94\uc704\ud55c \uc5b8\ub354\uc6e8\uc774\ud2b8 \ud3ec\uc9c0\uc158\uc740 \uc5b4\ub5a4 \uae0d\uc815\uc801 \ucd09\ub9e4\uac00 \ub098\uc624\ub354\ub77c\ub3c4 \uc704\uc548\ud654\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc774 \uacfc\ub3c4\ud558\uac8c \ucee4\uc9c8 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ud604\uc7ac USD\/CNY\uac00 7.35 \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc774\uace0 \uc788\ub294 \uac00\uc6b4\ub370, 2026\ub144 9\uc6d4 \ub9cc\uae30\uc758 \ub2e8\uae30 CNH \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc740 \uc815\ucc45 \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\uc5d0 \ubca0\ud305\ud560 \uc218 \uc788\ub294 \uc800\ube44\uc6a9 \ud3ec\uc9c0\uc154\ub2dd \uc218\ub2e8\uc774\ub77c\uace0 \ud310\ub2e8\ud55c\ub2e4. \ud574\ub2f9 \uc804\ub7b5\uc740 \uc190\uc2e4\uc774 \uc81c\ud55c\ub41c(defined risk) \uad6c\uc870\ub97c \uc81c\uacf5\ud558\ub294 \ub3d9\uc2dc\uc5d0, \uc2ec\ub9ac\uc758 \uc18c\ud3ed \uac1c\uc120\ub9cc\uc73c\ub85c\ub3c4 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub294 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \ud3ec\ucc29\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n<h3>Opportunities for Rebound and Policy Catalysts<\/h3>\n\n<p>\uc9c0\uc5ed \ub3d9\uc885 \uc9c0\uc218 \ub300\ube44 \ubd80\uc9c4\ud588\ub358 \uc8fc\uc2dd \uc9c0\uc218\uc5d0\uc11c\ub3c4 \uc720\uc0ac\ud55c \uae30\ud68c\ub97c \ubcf8\ub2e4. \uc9c0\ub09c\ub2ec \uacf5\uc2dd \uc81c\uc870\uc5c5 PMI\ub294 49.9\ub85c \uc9d1\uacc4\ub410\ub294\ub370, \uc5ec\uc804\ud788 \uacbd\uae30 \uc218\ucd95 \uad6d\uba74\uc774\uc9c0\ub9cc \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc0c1\ud68c\ud558\uba70 \u2018\ucd5c\uc545\uc774 \uc9c0\ub0ac\uc744 \uc218 \uc788\ub2e4\u2019\ub294 \uc2e0\ud638\ub97c \uc81c\uacf5\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c \uacbd\uae30\ubd80\uc591 \uae30\ub300\uc5d0 \ub530\ub978 \ubc18\ub4f1 \uac00\ub2a5\uc131\uc5d0 \ub808\ubc84\ub9ac\uc9c0 \ub178\ucd9c\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ub300\ud615\uc8fc \uc911\uc2ec \uc911\uad6d ETF\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158 \ub9e4\uc218\ub97c \uac80\ud1a0\ud558\uace0 \uc788\ub2e4.<\/p>\n\n<p>\ud575\uc2ec\uc740 \uc2dc\uc7a5\uc774 \u2018\uc2e4\ub9dd\uc758 \uc9c0\uc18d\u2019\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc73c\ub85c, \uc2e0\uaddc \ub871 \ud3ec\uc9c0\uc158\uc5d0\ub294 \ube44\ub300\uce6d\uc801(\uc0c1\ubc29 \uc720\ub9ac) \uc704\ud5d8\u00b7\ubcf4\uc0c1 \uad6c\uc870\uac00 \ud615\uc131\ub3fc \uc788\ub2e4. 3\ubd84\uae30 \uc740\ud589 \uc9c0\uae09\uc900\ube44\uc728(RRR) \uc778\ud558 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \ub17c\uc758\uac00 \ucee4\uc9c0\uace0 \uc788\uc73c\uba70, \uc2e0\ub8b0\ud560 \ub9cc\ud55c \uc815\ucc45 \uc774\ud589\uc774 \ub3d9\ubc18\ub420 \uacbd\uc6b0 \ubcf4\uc720 \ube44\uc911\uc774 \ub0ae\uc740 \ud22c\uc790\uc790\ub4e4\uc774 \ucd94\uaca9 \ub9e4\uc218\uc5d0 \ub098\uc11c\uba70 \uc2dc\uc7a5\uc744 \ub04c\uc5b4\uc62c\ub9b4 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uacfc\uac70\uc5d0\ub3c4 2016\ub144\uacfc 2022\ub144 \ub9d0\uacfc \uac19\uc774 \uadf9\ub2e8\uc801 \ube44\uad00\ub860\uc774 \ud655\uc0b0\ub410\ub358 \uc2dc\uae30\uc5d0\ub294 \uc815\ucc45 \uc9c0\uc6d0\uc774 \uba85\ud655\ud574\uc9c4 \uc774\ud6c4 \uae09\uaca9\ud558\uace0 \ube60\ub978 \ub7a0\ub9ac\uac00 \ub4a4\ub530\ub790\ub2e4.<\/p>\n\n\n\n<p><b>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr-asia\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>\u201c\uc911\uad6d, \ub108\ubb34 \uc548 \ub4e4\uace0 \uc788\ub2e4?\u201d BNY\ub294 \uc911\uad6d \uc8fc\uc2dd\u00b7\uc704\uc548\ud654\uac00 APAC \ub300\ube44 \uc5b8\ub354\uc624\uc6b4\u00b7\ud06c\ub85c\uc2a4\ubcf4\ub354 \ubcf4\uc720 \u2018\uadf9\uc800\u2019\ub77c\uba70, \ub9e4\ub3c4\uc555 \ub454\ud654 \uc18d \uc815\ucc45\u00b7\ud380\ub354\uba58\ud138 \uac1c\uc120 \uc2dc \uc18c\ud3ed \uc7ac\uad6c\ucd95 \uc5ec\uc9c0.<\/p>\n","protected":false},"author":87,"featured_media":50546,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50960","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/50960","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"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=50960"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50960\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50546"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}