Global TradFi & Macroeconomics

Foreign investors net sold 283 billion won in Korean treasury bonds on July 31st, breaking a pattern of 2-3 trillion won monthly net purchases tied to World Government Bond Index inclusion. The won's 7.5% appreciation in July — from 1,550.40 to 1,434.00 per dollar — likely prompted Japanese

According to a social media statement on August 4, An Chol-soo, a lawmaker from the People Power Party, criticized the government's proposed reforms to Individual Savings Accounts (ISA) tax policies. An alleged that the reforms contain "toxic clauses" that encroach on retail investors' accounts,

Meritz Securities on 4일 identified Fine M-Tech as the sole South Korean component supplier positioned to benefit from both Samsung Electronics and a North American smartphone maker's foldable expansion, designating the company as a top beneficiary of foldable market growth. Analyst Yang Seung-soo

According to Yonhapinfomax, on July 31, foreign investors sold net 283 billion won in South Korean government bonds, with a further net sale of 1.015 trillion won on August 3. Analysts attribute the slowdown to won strength, as the currency appreciated 7.5% against the dollar in July, falling

According to Yonhap Infomax, foreign investors slowed purchases of South Korean government bonds on July 31, with net selling of 283 billion won as the Korean won surged 7.5% against the dollar throughout July. The won strengthened from 1,550.40 per dollar on July 1 to 1,434.00 on July 31,

According to Meritz Securities on August 4, Fine M-Tech is the only South Korean component supplier positioned to benefit simultaneously from Samsung Electronics and North American smartphone makers' foldable device expansion. The brokerage set a target price of 12,000 Korean won and rated current p

According to Microsoft's latest earnings report released on August 3, the company's stock surged 4.9% on Monday and rose 24.9% over three trading days, marking the strongest three-day performance since October 2000 and fully recovering year-to-date losses. Microsoft's year-to-date gain now stands at

According to Chosun Ilbo, the memory chip super-cycle is projected to extend through 2029-2030, with Samsung, SK Hynix, and Micron expected to spend $146 billion on capital expenditure in 2027, equivalent to 3.4 times the $43 billion spent in 2024. The three manufacturers are significantly

According to SoSoValue data, Grayscale Hyperliquid Staking ETF (HYPG) saw net outflows of $964,300 on August 3, accounting for the sole decline among Hyperliquid spot ETF products yesterday. The fund has accumulated net inflows of $126 million since inception and currently manages $253 million in to

According to Foresight News, the Cryptocurrency Fear and Greed Index dropped to 25 today, down from 28 yesterday (Foresight). The shift marks a transition from "fear" to "extreme fear" territory on the

According to ChainCatcher, on August 3 (Monday), Asian equities declined while U.S. stocks rose across the board, according to Gate's market data. China's Shanghai Composite fell 0.59% to 3,809.66, while the Shenzhen Component dropped 0.96% to 13,448.29. Hong Kong's Hang Seng Index edged up 0.48% to

South Korean gaming companies Netmarble and NC are expected to report quarter-over-quarter earnings growth for Q2 2026, ahead of their earnings announcements on the 5th and 11th respectively. Netmarble secured approximately 300 billion KRW in profit from selling its G-Tower headquarters in June,

According to Yonhapinfomax, South Korean game developer Netmarble is set to disclose second-quarter 2026 earnings on August 5. Analysts tracking the company forecast Q2 revenue of 721.5 billion Korean won and operating profit of 80 billion won, representing a 0.55% year-over-year revenue increase

According to GlobeNewswire, Hashdex announced on August 4 that it will close and liquidate its Bitcoin ETF (NYSE Arca: DEFI) on August 17. The fund held $14.7 million in assets as of July 30. The company cited low asset levels and limited investor interest as factors in the decision.

According to Yonhapinfomax, Daewoo Engineering and Construction reported on August 4 that its Q2 operating profit reached 234.3 billion won, surging 182.6% year-over-year. This beat analyst expectations of 160.6 billion won, a 95.44% increase. Sales declined 10.1% to 2.0435 trillion won. The

According to Jin10 Futures, China's PX market weakened on August 4 as falling international oil prices reduced cost support. Supply remains tight in the near term, sustaining a structural advantage for the product despite current pricing

According to Mastercard's official announcement on August 4, the payments company has completed its acquisition of stablecoin infrastructure firm BVNK. Mastercard Chief Product Officer stated that BVNK's on-chain infrastructure and stablecoin-native technology will help financial institutions,

According to reports, Malaysia's crude palm oil futures on the Bursa Malaysia Derivatives (BMD) are expected to open lower on Tuesday morning (August 4), reflecting further declines in international crude oil prices. U.S. President Trump canceled a new round of strikes on Iran on Monday, pushing