Global TradFi & Macroeconomics

Thailand’s Securities and Exchange Commission (SEC) published a draft regulatory framework for cryptocurrency spot ETFs on August 26, proposing to allow asset management companies to launch spot ETFs tracking Bitcoin and Ether. The products would be listed on the Stock Exchange of Thailand (SET), enabling investors to gain crypto asset exposure through existing securities accounts. The draft stipulates that, during each fiscal year, each ETF’s average net exposure to the tracked crypto asset mus

According to ChainCatcher, Merilius Research raised its price target for Nvidia (NVDA) to $420 from $400.

US Treasury Secretary Scott Bessent's expansion of long-term Treasury bond buybacks drew criticism from The Economist on August 26 (local time) as a political maneuver ahead of midterm elections rather than a genuine economic policy. The British economic weekly stated the official justification of e

PIMCO economist Tiffany Wilding issued a report on the 26th (local time) cautioning the US Treasury Department to maintain principles following last week's sudden announcement expanding long-term bond buybacks that shook the Treasury market. In the report, Wilding noted that many investors have

According to the financial investment industry, Park Hyun-joo, chairman of Mirae Asset Group, criticized Samsung Electronics and SK Hynix's shareholder return policies on August 26. Park emphasized that excessive dividends would hinder the emergence of new semiconductor champions, and called

Shenzhen confectionery brand Amos Foods (Amos) is seeking to list its shares on the Hong Kong Stock Exchange. Its Peelerz peelable gummies and TastySounds musical lollipops have gone viral on TikTok and other social media platforms in recent years, generating particularly strong demand in North America. The prospectus estimates that 2025 revenue will reach 2.78 billion yuan (approximately $410 million), up 77% year over year, with net profit exceeding 600 million yuan. Hong Kong Listing Applicat

According to Yonhap Infomax, South Korea's monetary base is expected to face fluctuating pressures on August 27 due to multiple factors. The Bank of Korea (BOK) RP purchases of 37 trillion won on August 12 and fiscal allocations of 4 trillion won will increase money supply, while RP maturities of 30

According to The Economist, on August 26, the U.K. economic weekly criticized U.S. Treasury Secretary Scott Bessent's long-term Treasury buyback expansion policy as a political tool aimed at the midterm elections rather than a genuine measure to secure bond market liquidity. The magazine stated

According to Tiffany Wilding, an economist at PIMCO, on August 26, the U.S. Treasury's recent expansion of long-term bond buybacks helps market function but cannot fundamentally alter bond valuations. Wilding stated that while buybacks may reduce borrowing costs over time, the Treasury alone cannot

According to Jin10 data, Thailand plans to raise clean energy generation—including solar, wind, and hydropower—to 60% of total electricity output over the next 25 years, double its previous target, Energy Minister Akanat Promphan announced today (August 27). Currently, over 60% of Thailand's electri

Two robot startups headquartered in Hangzhou and founded by former Alibaba executives—Infiforce and UDeer.ai—have announced plans to pursue IPOs in Hong Kong as early as 2027, further consolidating Hong Kong’s position as an equity-financing platform for China’s robotics industry. Shen Qinhua, founding partner of Puhua Capital, warned that valuations in the embodied AI sector have become significantly overstretched. Infiforce and UDeer.ai: Key Facts According to disclosures by the companies’ fou

Japanese stocks rose on the morning of August 27, driven by NVIDIA's strong earnings announcement. At 9:13 AM, the Nikkei 225 index traded at 66,515.95, up 253.79 points (0.38%) from the previous session, while the TOPIX index gained 10.02 points (0.24%) to 4,121.04, according to Yonhap Infomax

According to Shanghai Steel Union, battery-grade lithium carbonate (MMLC) mid-price reached 152,250 yuan per ton in early trading today (August 27), down 100 yuan from the previous day's 16:30 closing price.

According to Barron's, China's 2023 ban on Micron (MU-US) intended as a punitive measure has inadvertently benefited the chipmaker. The ban forced Micron to reduce its China revenue exposure years early. FactSet data shows China now accounts for only 7% of Micron's total revenue, compared to 19% for

The Governor of the Bank of Korea noted on Thursday that the country's government bond yields are declining, interpreting the move as a positive market reaction to the central bank's rate decision announced on the same day.

According to Jin10 Data, as of August 27, gold bar prices from major Chinese banks and brands showed mixed movements. China Construction Bank's gold bars rose 6.7 yuan per gram, the largest gain, while Caibai Jewelry's fell 8 yuan per gram, the steepest decline. Industrial and Commercial Bank of Chi

According to Herald Biz, Nvidia reported better-than-expected second-quarter results on August 26, with revenue of $96.22 billion exceeding forecasts of $92.3 billion. The company raised its third-quarter revenue guidance to $108 billion, surpassing market expectations of $104.2 billion, citing

Moody’s Chief Economist Mark Zandi recently warned on a podcast that the preconditions for a U.S. economic crisis are forming simultaneously. He said, “In my 35-year career, I have never seen all the indicators sounding the alarm at the same time.” As of Aug. 18, total U.S. public debt stood at approximately $40.05 trillion, the annual fiscal deficit was close to $2 trillion, and the debt-to-GDP ratio remained at a historic high. Zandi: First Time in 35-Year Career Seeing All Fiscal Indicators D

Micron promoted two senior executives on the 26th to address AI memory demand. The U.S. memory chipmaker assigned Bhatia and DeBoer broader responsibilities immediately to manage global operations and technology development. Micron reported record quarterly revenue of 41.46 billion USD in its

According to Yonhap Infomax, Micron announced on August 26 promotions for executives Bhatia and Divoer to expand responsibilities in response to surging AI-driven memory semiconductor demand. Bhatia, who joined in 2017, now oversees global operations and business units including capital