From the second sentence onward, the article reads:
In an interview with *The Korea Economic Daily*, Kiwoom Asset Management’s ETF portfolio manager Oh Dong‑jun (39 ·Photo) suggested that amid increasing market volatility, investors should raise their cash holdings to 5–10 % in order to secure investment opportunities. He emphasized that when focusing on AI infrastructure and hardware sectors, it is essential to generate real cash flow through safe assets such as medium‑term bonds and gold; therefore cash allocation must be expanded.
At a press briefing held in Seoul on the 19th, Oh said that although the outlook for mid‑to‑long‑term expansion of the AI industry remains valid, market uncertainty continues. Accordingly, he stressed that investors can increase their cash holdings to hedge against market volatility and thereby broaden investment opportunities.
He also noted that investments in AI assets are not merely about technology development, but revolve around prudent financial management and risk distribution. By increasing cash holdings, investors will be able to respond flexibly even under rapidly changing market conditions, providing additional growth opportunities.
Finally, Oh highlighted the importance of allocating resources and securing cash for the AI infrastructure and hardware sectors, foreseeing that such strategies would positively influence future investment performance. He closed the interview by saying “Expanding cash holdings can secure investment opportunities.”