Global TradFi & Macroeconomics

According to Fidelity International, BNP Paribas Asset Management, M&G Investments and Eastspring Investments, major Asian fund managers are reducing exposure to volatile artificial intelligence and semiconductor stocks this month, redirecting capital into underperforming assets including

President Lee Jae-myung on the 25th (local time) welcomed the European Union's decision to grant South Korea an exemption for liquefied natural gas imports from Russia's Sakhalin-II project, stating it would significantly benefit citizens' daily lives and the economy amid growing energy supply

According to a Houthi statement released on July 25, the Yemeni group conducted two military operations against Saudi Aramco facilities. The first operation targeted the company's "sensitive facilities" in Jizan

According to Yonhapinfomax, the European Union on July 23 adopted its 21st sanctions package against Russia, which includes an exception allowing South Korea to import liquefied natural gas (LNG) from the Sakhalin II project until March 2028. The exemption covers South Korea's long-term contract

In June, UPS announced a $48 million investment in temperature-controlled facilities as logistics companies including FedEx, C.H. Robinson and DHL race to expand cold-chain capabilities amid surging demand for GLP-1 medications. According to Growth Market Reports, the market for

SpaceX closed at $118.24 on the 23rd, up 2.59% from the previous trading day but still below its $135 IPO price, as CEO Elon Musk issued a warning to short sellers via social media. The stock has declined 47% from its post-IPO peak of $225.64, with short sellers accumulating an estimated $15.5

According to financial investment industry sources, SpaceX stock closed at $118.24 on July 24, up 2.98% from the previous trading day but still below its IPO price of $135. The decline represents a 47% drop from its peak of $225.64 reached shortly after the company's Nasdaq debut last month. Short s

According to Odaily, billionaire investor Duan Yongping sold-to-open 1,000 SpaceX put options expiring December 18, 2026, with a strike price of $115 per share and a limit price of $23.20 per contract. The transaction would generate approximately $2.32 million in premium if fully executed, while

Alphabet and Tesla experienced sharp stock declines of 7.1% and 14.5% respectively immediately following their earnings reports, despite both companies posting revenue increases. The drops occurred as funds allocated to artificial intelligence business operations surged, while international oil

According to Herald Economics, Alphabet and Tesla saw steep stock price declines following earnings releases, despite reporting increased revenue. Alphabet shares fell 7.1% while Tesla dropped 14.5%. The selloffs reflect shifting investor focus toward cash flow and profitability amid surging

According to the Ukrainian Security Service, Ukraine struck Russia's Filanovsky oil platform and two cargo vessels in the Caspian Sea on July 25, according to a report from Jin10.

Korean refinery stocks surged this month as US-Iran military tensions drove Brent crude above $100 per barrel on the 23rd (local time), while airline stocks declined sharply. S-Oil rose 42.11% this month and closed 0.93% higher at 151,200 won on the 24th, as KOSPI fell 5.72%. The divergence stems

According to CoinDesk, tokenized real-world assets on Robinhood Chain have surged to approximately $70 million in the past two weeks, a roughly fivefold increase since the network's July 1 launch. GameStop tokenized stock led trading activity with $26.6 million in daily volume, followed by Nvidia at

Brent crude futures surged past the $100-per-barrel threshold on July 25, marking the first time since May 22 as escalating military tensions between the U.S. and Iran raised concerns over Middle East supply disruptions. South Korean refiner stocks capitalized on rising crude prices and expanding re

Korean listed companies show a widening ESG disclosure gap as of 2025, according to Kim Yun-hee, an analyst at the National Assembly Budget Office. Among 801 KOSPI-listed companies analyzed, only 222 companies (27.7%) disclosed ESG information, with top-tier firms by asset size achieving a 76.2% dis

According to Valor International, a farm in Paraná, Brazil recently secured a $20,000 loan by tokenizing a herd of 10 cows as collateral, marking the first transaction of its kind registered with B3, the country's main stock exchange. The farmer received a Financial Rural Product Note (CPR-F)

According to Jin10, German industry groups including the German Chamber of Commerce and Industry and the German Wholesale and Foreign Trade Association criticized U.S. tariff measures on July 24 for increasing business uncertainty. Trade official Volker Treier stated that frequent policy shifts