Global TradFi & Macroeconomics

India’s Securities and Exchange Board (SEBI) launched the “Demat 2.0” pilot program for tokenized corporate bonds. The first three issuances totaled 10.25 billion Indian rupees (approximately $107 million), with REC Ltd., Larsen & Toubro, and IIFL as the issuers. Demat 2.0 records corporate bonds as native digital tokens on a Distributed Ledger. Issuers and Scale of the First Three Issuances Details of the first three tokenized corporate bond issuances are as follows: REC Ltd. (India’s state-own

According to South China Morning Post, South Korea's main stock exchange yesterday (September 14) extended trading hours by introducing after-hours sessions from 4 p.m. to 8 p.m., adding to the regular session that runs from 9 a.m. to 3:30 p.m. The move brings total daily trading time to 10 hours 30

According to Jin10, Malaysia's BMD benchmark November crude palm oil futures rose 22 ringgit (0.45%) to 4,872 ringgit per metric ton in early trade on September 15, supported by strengthening international crude oil prices. The gains followed supply disruption concerns linked to Saudi Arabia's

CrowdStrike Holdings (CRWD), The Elmet Group (ELMT), and Okta Inc. (OKTA) hit fresh 52-week highs on Monday as investors rotated toward cybersecurity and defense stocks. CrowdStrike benefited from renewed AI security concerns, Elmet gained after securing $450 million in U.S. government funding and a

According to Jin10, on September 15, Thailand's Deputy Finance Minister Santitarn Sathirathai reported that foreign investment surged as political stability and policy continuity returned to the country. The Board of Investment (BOI) recorded Q2 investment growth of approximately 30%, following

On September 11, 2026, SailPoint Inc. (Nasdaq: SAIL) surged 15.31% in a single day, closing at $19.88 after reaching an intraday high of $20.26. The stock had already risen approximately 15% over the preceding several weeks but remained in a deep year-to-date correction. This pattern of “short-term surge, long-term pressure” merits closer examination: What fundamental changes are driving funds to reprice the stock? And where do the disagreements lie? What is driving SAIL’s recent stock-price vol

The CLARITY Act is scheduled for a procedural cloture vote on September 15, which requires 60 votes to pass. The Stablecoin rewards mechanism is currently one of the biggest unresolved disputes. Eight major banking institutions, including the American Bankers Association, jointly sent a letter on September 14 to Senate Majority Leader John Thune and Minority Leader Chuck Schumer, stating that they could not support the latest rewards proposal and demanding the deletion of specific wording. Oppos

According to U.S. Energy Secretary Chris Wright, Saudi Arabia's east-west pipeline halted after a drone attack on Sept. 14. The line can transport up to 7 million barrels daily and currently carries 4 million barrels to Red Sea ports, representing approximately 4% of global supply. The pipeline

South Korea's Financial Services Commission announced on the 15th a shift in merger valuation standards for listed companies from uniform 'market price' to comprehensive 'fair value' starting December 9. The regulatory overhaul aims to prevent merger ratios favoring controlling shareholders during a

South Korea's Financial Services Commission and Korea Exchange will jointly host Korea Premium Weeks 2026 from May 28 to June 16, a three-week unified investor relations event designed to promote Korean stocks to global investors. The initiative consolidates previously fragmented capital market even

South Korea's broad money supply (M2) average balance increased 0.3% month-on-month and 5.8% year-on-year in July, driven by inflows of corporate surplus funds and semiconductor company deposits, according to a Bank of Korea report released on September 15. The growth was primarily led by

Crypto market data provider Kaiko announced on September 14 that S&P Global led its latest strategic investment round, bringing the total size of the company’s Series B financing to $110 million. The funds will be used to strengthen tokenized market data services and on-chain financial infrastructure, supporting data needs for the tokenization of traditional assets such as stocks, U.S. Treasuries, money market funds, and bonds. Background of the 11 New Series B Investors The 11 new investors in

According to the Financial Services Commission and Korea Exchange, South Korea will host "Korea Premium Weeks 2026," a large-scale integrated investor relations event, from September 28 through October 16. The three-week initiative will feature 42 institutions and 55 listed companies, representing t

According to South Korea's Financial Services Commission, listed company merger valuation standards will shift from uniform market price to fair value basis starting December 9, 2026. The FSC filed amended regulations on September 15 to strengthen board accountability and disclosure requirements, pr

According to Japan's Economy Minister Akira Akasawa, the country does not need to release oil reserves in October.

According to Guru Club, on September 15, Nickel Industries suspended capacity ramp-up at its Excelsior nickel-cobalt plant in Indonesia's Sulawesi region, operating at 30% of nameplate capacity due to water supply restrictions caused by El Niño-induced drought. The Sydney-listed company said the pla

South Korea's M2 money supply grew 0.3% month-over-month in July, down from 0.7% in the prior month, according to data from the Bank of Korea.

Bloomberg Intelligence senior commodities strategist Mike McGlone published a bearish analysis of Bitcoin (BTC) on September 15, pointing out that Bitcoin’s cumulative return over the past five years was roughly comparable to that of the S&P 500 Index, while its price volatility was about three times that of U.S. stocks. In the analysis, McGlone presented an extreme downside scenario in which Bitcoin could fall from its current level of approximately $70,000–$80,000 to $10,000. Three Market Obse

US stock futures traded mixed in the overnight session late Monday ahead of the Federal Reserve's September policy meeting, with markets pricing in a 92.4% chance of a quarter-percentage point rate hike according to CME FedWatch tool data. The mixed sentiment followed Monday's benchmark index

According to China's National Bureau of Statistics spokesperson Wang Guanhua on September 15, international commodity prices face uncertainty in the near term, and external inflationary pressures warrant continued monitoring. However, Wang noted that China's complete industrial system, resilient