[KBS] 경제쇼 [KBS] 경제쇼

10/1(목) - [핫이슈, 더 깊게] 우리가 몰랐던 중국 바이오 이야기

Oct 1, 2026 · 49m

Summary

This episode of KBS Economy Show reviews the first day of Q4, highlighting a strong market rally driven by US inflation data and expectations of Fed rate cuts. It details Trump's unilateral announcement of Korean investment projects in nuclear and LNG, noting the lack of official confirmation from Seoul. The main segment features an expert analysis of China's rapid rise in the biotech sector, focusing on its FDA approvals, massive domestic clinical trial capacity, and new "Newco" technology export models. The discussion also covers the US Biosecure Act and its implications for global pharma…

Topics discussed

Show introduction and guest welcome Q4 market performance: KOSPI and KOSDAQ surge US inflation data and Fed rate cut expectations Micron Technology earnings and semiconductor outlook Trump's US-Korea investment project details Rising student loans and delinquency rates Jensen Huang on GPT-6 and the arrival of AGI Korea's bio-industry strategy for security and growth US Biosecure Act and impact on Chinese biotech China's rapid FDA approvals and clinical trial speed Factors behind China's large patient pool for trials China's biotech technology export statistics The 'Newco' model in Chinese biotech deals Korea's goals to increase clinical trial share
Listen ad-free on Castria