Super-Rich Investors Expect Stock Market to Surpass 4,500, Focus on Samsung Electronics Earnings and Currency Trends

Survey Results: Over 45% of Ultra-Wealthy Predict S&P 500 Will Break 4,500

A recent survey conducted by Morgan Stanley Wealth Management, targeting 401 clients with assets over $3 million, found that nearly half—specifically 45.9%—expect the S&P 500 to hit over 4,500 by the end of the year.

Among these, 32.1% believe we’re entering a new era where the index could soar past 5,000. The NASDAQ is also expected to see significant gains, with 59.6% of respondents predicting it will surpass 1,000 points, and 29.3% thinking it could reach 1,100 or higher.

Samsung Electronics’ Q4 Earnings Report Coming Soon

Analysts are closely watching Samsung Electronics’ preliminary earnings for the fourth quarter, expected to be announced between January 7 and 8. Thanks to booming demand for AI data center semiconductors, profit estimates have been revised upward, with operating income projected to exceed $15 billion.

Global AI growth in the second half of the year is expected to drive Samsung’s performance. Investors are eager to see how this will shape the semiconductor market’s outlook in the coming months.

Concerns Over Foreign Reserves Due to Currency Defense

There’s growing concern that South Korea’s foreign exchange reserves may have declined due to efforts to stabilize the won. The Bank of Korea is scheduled to release its foreign reserve figures as of December 2025 on January 6.

It’s confirmed that the central bank sold over $1.7 billion in the third quarter alone, and the total for the fourth quarter is expected to be even higher. Recently, the won-dollar exchange rate traded around 1,440 KRW per USD.

President Yoon’s Visit to China and Its Economic Impact

President Yoon Suk-yeol’s official visit to China from April 4-7 has become a hot topic among political and business circles. There’s speculation that discussions may include lifting restrictions on Korean companies and advancing the Korea-China Free Trade Agreement, especially in services and investment sectors.

This visit could signal a boost for exports and economic recovery, especially as semiconductor exports hit record highs in mid-December, driven by strong global demand.

Major Korean Tech Companies Prepare for CES 2026

This week, Korean companies are setting up large booths at CES 2026 in Las Vegas, showcasing the latest innovations in AI and consumer electronics. Major brands like Samsung are expected to unveil new products, aiming to strengthen their presence in global markets and excite investors.

• Anticipated product launches from Samsung and others
• Opportunities to expand market share internationally
• Growing excitement among investors and tech enthusiasts

Upcoming Economic Data Releases

The Bank of Korea will release its November international balance of payments figures on January 9, with expectations of maintaining a trade surplus for the 30th consecutive month. The country’s annual surplus could even surpass $1 trillion.

The government’s 2026 economic growth plan and tax reforms aimed at supporting innovation are also drawing attention. Additionally, the Korea Development Institute’s economic outlook scheduled for January 8 will provide insights into whether the economy is on track for recovery.