---
title: "Rebalancing is needed using quality credit, government bonds, utilities and defense, considering… — 혼합형 포트폴리오 리밸런싱 — DecisionGateway"
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commitment

# **Rebalancing is needed using quality credit, government bonds, utilities and defense, considering the balance between growth and defense.**

A commitment by 혼합형 포트폴리오 리밸런싱. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *성장과 방어의 균형을 고려하여 우량 크레딧, 국채, 유틸리티, 방산 등을 활용한 리밸런싱 필요*

companyreportPublished 2026-11-10 [ Read source](https://t.me/companyreport/115999)

## **Related claims**

[**The key is to select, among AI beneficiaries, stocks with proven cash flow generation and to build a balanced portfolio mixing government bonds, quality credit and defensive stocks.**post author · statement](https://dgw.tmarket.io/claims/01a1d4a6-0ecf-7589-b54e-e4d031803d2a) [**The Minister stressed the importance of precisely determining financing needs and setting proposed financing sources, while committing to specified indicators, foremost controlling the fiscal deficit and public debt, balancing development financing needs with maintaining low levels of fiscal deficit and public debt; and affirmed that available financing is positively correlated with improved investment climate.**محمد يسر برنية · commitment](https://dgw.tmarket.io/claims/01a1c877-5a4c-7f19-9392-d8fc92da690e) [**Corporate credit quality will diverge depending on whether a company can withstand the cash gap before FCF recovery; hyperscalers have room to absorb investment burdens, but neoclouds and lower-rated borrowers may be vulnerable to changes in refinancing conditions.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-81a8-7f2d-a631-4aee2fd6cb61) [**The strategy is to gradually re-expand exposure to the AI value chain, including semiconductors, while confirming easing funding anxiety and improving corporate profitability.**하나 Global ETF · commitment](https://dgw.tmarket.io/claims/01a1ceab-93c6-7e81-901b-a109f02cfea9) [**Living cost burdens and anti-war public opinion may limit additional war budgets and the pace of escalation, but spending to respond to China and Russia, modernize weapons systems and protect strategic assets is expected to continue.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-80df-7e99-aafc-dcbf17d39c4a) [**The stake is intended to diversify Sojitz's supply of a critical metal.**Sojitz · commitment](https://dgw.tmarket.io/claims/01a1c6f9-b774-7eb4-9a92-7c73bdd3bd5e)

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