Global TradFi & Macroeconomics

According to Jin10, Goldman Sachs released its August 2026 APAC Conviction List, adding five new stocks: Hong Kong Exchanges and Clearing, Keyence, BYD, Samsung Electronics, and Shengyi Technology. The bank projects strong gains for its technology picks, with expected returns ranging from 60% to 151

The Philippine peso strengthened to 60.948 against the U.S. dollar recently, marking its highest level since June 24.

According to Investopedia, AMD will report second-quarter earnings after the close on August 4, with options market pricing in a potential 10% swing in either direction. Based on Friday's closing price, a 10% rally could push the stock to $527, while a 10% decline would see it fall to $430. In

South Korea's five major banks saw household loans surge by over 4 trillion won last month, reaching 778.9791 trillion won at month-end compared to 774.9608 trillion won at the end of June. The increase was driven by mortgage loans recording their largest monthly growth in 11 months and credit loans

According to South Korea's financial regulators, the five major banks' household loan balance reached 778.98 trillion won as of end of July, up 4.018 trillion won from June. Housing mortgage loans drove the increase, rising 2.7955 trillion won and representing 69.5% of total household loan growth—th

Germany's retail sales fell to -0.2% year-on-year in June, down from the previous month's 1.8% rate, marking a significant contraction in consumer spending.

German retail sales fell 1.1% month-over-month in June, coming in worse than the forecast of -0.4%, according to official data. This compared with a 1.1% rise in the prior month.

According to Odaily, on August 3 afternoon, China's storage chip sector weakened significantly, with Gigadevice approaching the daily limit-down and Puran Semiconductor falling over 10%. Other key players including Deming Lithium, Baivi Storage, Shannon Chip, Jiangbo Dragon, and Lanqi Technology

According to Guru Club, polysilicon main contract futures hit the daily limit up on August 3, rising 9% to 35,890 yuan per ton.

According to BlockBeats, on August 3, Morgan Stanley surpassed Goldman Sachs to become one of Asia's top three equity underwriters excluding Japan in July, capturing 6.07% market share compared to Goldman's 5.62%. China International Finance Corporation led the rankings with 13.1% share. In July, c

Cho Sang-hyun, head of equity management at Hyundai Asset Management, stated the Korean stocks market bottom has been confirmed, attributing recent semiconductor stock declines to deleveraging. Cho identified excessive leverage reduction as the primary driver behind the sharp correction in semicondu

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, marking its lowest level since December 2020.

Energy Secretary Sharon Garin announced on August 3 that fuel prices in the Philippines will decrease starting August 4, with gasoline rolling back by P0.73 per liter, diesel by P0.60 per liter, and kerosene by P2.09 per liter. The rollback follows consecutive weeks of steep price increases driven b

Alibaba released Qwen 3.8, a new-generation large language model with 2.4 trillion parameters, on August 3, driving the company's Hong Kong stock price up over 7% to HK$126 per share. The model ranks just below Anthropic's Claude series in Arena, a third-party benchmark, placing it in the top tier o

According to Energy Secretary Sharon Garin, the Philippines will implement fuel price rollbacks beginning Tuesday, August 4. Gasoline will drop P0.73 per liter, diesel P0.60 per liter, and kerosene P2.09 per liter. The rollback follows weeks of significant price hikes driven by surging global

According to The New York Times, Fed Chair Jerome Powell proposed reducing the frequency of regular policy meetings this week (August 1). The Fed has held 8 annual policy meetings since 1981. The proposal remains in discussion phase and is not yet a formal proposal.

According to OPEC+, the organization agreed on August 3 to increase crude oil production quotas for September by 188,000 barrels per day. The decision aims to support market stability amid ongoing global energy

According to Jin10 Futures, Canada canola futures fell 8.09% today (August 3), retreating from three-year highs reached last week amid declines in crude oil and Chicago soybean oil futures, with long positions taking profits ahead of month-end. Zhengzhou rapeseed meal futures opened higher before co

According to market data, Samsung Electronics' lending stock outstanding surged 27.4% in July to 94.66 million shares, while its short-selling position jumped to 3.76 million shares as of July 29—the highest level in approximately 20 months. Foreign investors accounted for 69% of total stock