Global TradFi & Macroeconomics

According to MarketDeepDive, South Korea's semiconductor supply chain companies have dominated the KOSDAQ index recently, with six firms—including Juseung Engineering, Wonick IPS, IOTech, and Lino Industrial—breaking into the top 10, a sharp reversal from earlier this year when none ranked in the to

Citi set 12-month price targets of $113,000 for Bitcoin and $3,028 for Ether, forecasting further upside for both cryptocurrencies while expecting Bitcoin to deliver stronger performance. The targets form part of the bank's latest digital-asset outlook and represent analyst forecasts based on

Dogecoin launched the DogeOS public testnet, a platform designed to introduce Ethereum-style smart contract functionality to the Dogecoin ecosystem. The testnet aims to expand DOGE's utility beyond its traditional role as a payment cryptocurrency by enabling developers to build decentralized

According to T. Rowe Price portfolio manager David Clewell, Japanese stocks appear attractive, especially when the U.S. dollar trades above 152 yen per dollar. The 152 level holds significance as it aligns with the exchange rate assumptions that Japanese companies adopted in the Bank of Japan's

Citi set 12-month price targets of $113,000 for Bitcoin and $3,028 for Ether, according to the bank's latest digital-asset outlook. With Bitcoin trading around the low-$80,000 range entering October, the $113,000 target implies upside of roughly 35% to 40% from current levels. Citi's framework

According to Nomura economist Jeong Woo Park on October 2, South Korea's strong chip-driven exports have not yet transmitted to wages, consumption, or service inflation. While robust export growth increases upside risks to economic growth and reinforces the Bank of Korea's hawkish policy stance,

Woojin I&S, a construction company listed on South Korea's KOSPI market, submitted the first Price-to-Book Ratio (PBR) improvement plan to the Korea Exchange (KRX) following the implementation of low-PBR disclosure guidelines on Sept 11. The company aims to raise its PBR from 0.38 as of 2025 year-en

According to the Korea Exchange, construction company Woojin I&S submitted its first PBR improvement plan on October 2, setting a target to raise its price-to-book ratio from 0.38x (as of end-2025) to 0.8x by 2030, while increasing dividend payout ratio from 13.49% to 20-30%. The plan includes

South Korea's Financial Services Commission proposed detailed regulations for tokenized securities on Friday, with rules set to take effect on Feb. 4, 2027. The framework would allow stocks, bonds, funds, and fractional investment securities to be issued and traded in tokenized form. Companies

Brent crude oil fell below $101 per barrel intraday on October 2, declining 0.45% during the trading session.

K-content commerce platform operator Mobi Contents Tech filed a preliminary review for KONEX listing on the 30th of last month, according to Korea Exchange on the 2nd. The company operates COKODIVE, a platform selling K-pop albums, light sticks, apparel, and official merchandise to overseas fans. Mo

According to the Korea Exchange, Mobi Content Tech filed a KONEX preliminary IPO application on September 30. The company operates COKODIVE, a K-content commerce platform selling official merchandise including albums, lightsticks, apparel, and photocards to overseas K-pop fans across 207

According to Korea Exchange, K-content commerce platform operator Mobi Content Tech submitted a preliminary examination application to KONEX on October 1. The company became a subsidiary of KOSDAQ-listed Mobi Days in June 2023, with Mobi Days holding 66.96% of shares. Mobi Content Tech operates

According to Odaily, OpenAI research veteran Leopold Aschenbrenner recently exited all bearish put option hedges on semiconductor companies including Nvidia, AMD, Micron, TSMC, and ASML. The move coincides with a new $315 million position in call options across AMD, Bloom Energy, CoreWeave, SK

Michael Burry, the investor known for 'The Big Short,' warned on Thursday that AI infrastructure is 'crumbling' as credit-market stress emerges beneath continued optimism. In a Substack post, Burry stated that CDS prices are moving out and loans and bonds are falling or not trading, while equity inv

Jinyi Group Holdings (00565) completed the further acquisition of a 6.87% stake in Edgeon Data Co. Ltd on October 2, according to its announcement. The company purchased 583,700 shares for 586 million Korean won (approximately HK$2.929 million). Upon completion, the group's shareholding in Edgeon in

According to Michael Burry's Substack post on Thursday, the "Big Short" investor warned that the infrastructure supporting the AI buildout is deteriorating, with credit market conditions beginning to resemble the period before the 2008 financial crisis. Burry noted that credit default swap prices a

According to its announcement, NIO delivered 300,301 vehicles in the first nine months of 2026, up 49.2% year-over-year. In September alone, the company delivered 37,408 vehicles, including 21,318 units under the NIO

According to Yonhap Infomax, Nike reported first-quarter fiscal 2027 revenue of $11.21 billion on October 1, falling 4% year-over-year and missing Wall Street expectations of $11.33 billion. Earnings per share declined to $0.48 from $0.49 in the prior-year period. The company projects full-year reve