Global TradFi & Macroeconomics

According to Morningstar, Nvidia has a fair value of $280 per share, representing 40% upside from Friday's close of $200.75, according to a report cited by Business Insider. The research firm attributes the valuation to Nvidia's durable competitive advantages in GPU chips and its CUDA software

Naver, Hyundai Motor Group, SK Group, and CJ Group face complications in subsidiary listing plans due to new duplicate listing guidelines now in effect. The regulations affect Naver Financial (which will hold Dunamu), Hyundai Motor Group's Boston Dynamics, SK Group's SK Ecoplant, and CJ Group's CJ

Three South Korean semiconductor ETFs concentrating holdings in Samsung Electronics and SK Hynix recorded declines exceeding 30% over a recent month period. SOL AI반도체TOP2플러스 fell 36.12%, ACE K반도체TOP2+ declined 33.21%, and KODEX AI반도체TOP2플러스 dropped 33.07%, ranking among the worst-performing

According to Bloomberg, Morgan Stanley upgraded its investment rating on Korean equities to overweight on August 2, while maintaining a 9000-point target for the KOSPI index. At current levels around 6,257, this implies over 40% upside potential. The brokerage attributed the upgrade to

According to Yonhapnews, on August 3, South Korea's new duplicate-listing guideline prompted major conglomerates to shift subsidiary IPO strategies. Affected companies include Naver Financial (expected to acquire Dunamu in November and December), Boston Dynamics (Hyundai Motor subsidiary targeting

According to News1 data, South Korea's TOP2 semiconductor ETF series, which saw strong inflows earlier in 2026, have plunged sharply in the past month as Samsung Electronics and SK Hynix stocks corrected. The SOL AI Semiconductor TOP2 Plus ETF posted a 36.12% decline over the past month, the

According to Kitco, spot gold and silver prices firmed on Monday as a softer U.S. dollar and easing crude oil prices provided support. Gold traded near $4,047.90 per ounce, up 0.15%, while silver rose to $57.570, up 0.22% on the session. The Federal Reserve held its target

On Monday (August 3), offshore Chinese yuan (CNH) weakened to 6.7581 per dollar, down 57 pips from Friday's close. The currency traded within a 6.7461–6.7593 range during the session.

According to South Korea's Financial Supervisory Service (FSS), announced on August 4, domestic stock issuance volume in the first half of 2026 declined to 126.5 trillion won, representing a 30% decrease compared to the same

Citadel Securities forecasts technology companies could issue more than $500 billion of debt through public and private markets by 2028 to finance chips powering artificial intelligence data centers, according to a Bloomberg report. The projected borrowing would equal more than 5% of the Bloomberg

The US Treasury revised its net marketable borrowing estimate for the July-September quarter to $739 billion, an increase of $68 billion from the May projection, the department announced. For the October-December quarter, borrowing needs are estimated at $628 billion, bringing total second-half borr

According to Bloomberg, citing Citadel Securities analyst Jeff Eason, technology companies could issue more than $500 billion of debt through public and private markets by 2028 to finance chips powering artificial intelligence data centers. The projected borrowing would represent over 5% of the Bloo

On Monday, August 3, spot gold closed up 0.21% at $4,054.95 per ounce. Earlier in the Asia-Pacific session, prices rallied to a daily high of $4,080.87, then retreated to a low of $4,019.30 at 21:38 UTC. COMEX gold futures gained 0.15% to $4,113 per ounce. Spot silver rose 1.01% to $58.18 per ounce

According to Edaily, following South Korea's leverage ETF regulation announced on July 16, daily net inflows into U.S. semiconductor leverage ETFs surged 4-fold over the past week. The government had introduced leverage ETFs to prevent capital outflows, but the regulatory measure prompted

President Lee Jae-myung held a 7-hour-30-minute emergency meeting on real estate and stock market policies immediately after returning from a 7-night-11-day tour of five countries including the United States and South America. The meeting, which began at 3pm and lasted until 10:30pm, was convened

According to Financial Times, AstraZeneca (AZN-US) and Bristol Myers Squibb (BMY-US) are in talks for a potential merger on Aug 4. If completed, the combined entity would be valued near $400 billion, making it one of the largest pharmaceutical companies globally and marking one of the largest M&A

According to presidential office statements, South Korean President Lee Jae-myung convened a 7.5-hour emergency meeting on real estate and financial market policies on Aug 3, immediately after returning from a 5-country tour. The KOSPI has fallen to 6,257.45 from a June 22 high of 9,114.55,

Snap reported second-quarter revenue of $1.6 billion, beating analyst expectations of $1.54 billion, and issued a third-quarter sales forecast of $1.7 billion to $1.74 billion that topped estimates of $1.7 billion. The company's stock jumped around 12% in extended trading following the