Global TradFi & Macroeconomics

On August 3, China Securities Regulatory Commission Chairman Wu Qing announced that the commission is accelerating preparations to include yuan-denominated stock trading counters and REITs in the Shanghai-Shenzhen-Hong Kong Connect program, according to China Securities Golden Bull Seat. The move is

The Korean won-to-dollar exchange rate fell an average of 39.1 won in July, declining nearly 40 won in a month. On a month-end basis, the won weakened 125 won. The decline was driven by reduced selling pressure from foreign investors' rebalancing activities in domestic stocks and increased

Vietnam's trade deficit in July widened to $35.9 billion from $26.44 billion in June, according to official data. The deterioration reflects a decline of approximately $9.46 billion month-over-month.

According to Odaily, Chinese memory chipmaker Longhui Technology fell over 5% intraday on August 3, before narrowing losses to 2.80%. The A-share listed stock was trading at 52.41 yuan at the time of reporting.

According to Odaily, Chinese semiconductor stock ChangXin Technology narrowed its decline today (August 3), trading at 53.28 yuan. The stock had earlier seen its decline expand to as much as 5%.

According to Odaily and data from MSX.COM, Hong Kong semiconductor concept stocks declined today, with Gigadevices (03986.HK) and Lansonic (06809.HK) both falling over 6%, Sinopower (03661.HK) dropping over 3%, and Semiconductor Manufacturing International Corporation (00981.HK) declining over 2%.

Financial Times columnist John Plender identified South Korea's stock market as a representative case of risks from concentrated AI investment in a column published local time June 1. Samsung Electronics and SK Hynix attracted excessive investment inflows, and individual stock exchange-traded

According to Korea Exchange data, on August 3, South Korean cooling appliance stocks surged amid record-breaking extreme heat across the country. Winix rose 23.52% to 5,920 Korean won in early trading at 10:35 a.m., maintaining gains above 20% even after hitting the daily limit-up threshold.

South Korean financial authorities implemented a 30 million won cash deposit requirement on July 31 for single-stock leveraged exchange-traded fund purchases and are pursuing legislation to grant emergency authority to adjust leverage ratios without shareholder approval. The Financial Services

According to Korea Exchange, L&C Bio, a regenerative medicine company based on human tissue engineering, announced a capital increase of approximately 140 billion Korean won (KRW) today, August 3. The stock fell 4,950 KRW (9.54%) to 46,950 KRW as of 10:30 a.m., amid concerns over shareholder

The 30-year U.S. Treasury yield surged above 5.2% on July 29, hitting a nearly 19-year high since July 2007. The 10-year yield also climbed above 4.5%—the highest since June 2025—weighing on both Bitcoin and U.S. equities. Key data on U.S. Treasury yields: 30-year breaks 5.2% Based on market data, the 30-year U.S. Treasury yield jumped above 5.2% on July 29, 2026, the highest level since July 2007 and the highest in nearly 19 years. The 10-year yield rose in tandem above 4.5%, the highest since

Morgan Stanley Capital International (MSCI) is set to announce its August regular review on August 13 early morning Korean time, with market attention focused on which stocks will enter or exit the MSCI Korea Index. Securities industry analysts widely expect LG Innotek to be newly included, as its m

MiniMax-W (stock code 00100) rose 6.42% to 245 Hong Kong dollars today (Aug 3), with trading volume of 305 million HKD. The gains followed MiniMax's announcement of H3, a multimodal generative model supporting unified processing of text, images, video, and audio. According to Futu Research, H3's

According to securities industry analysis, LG Innotek is nearly certain to be included in the MSCI Korea Index during the regular August review scheduled for announcement on August 13, Korean time. The company's current market

According to Jin10 citing Korean Financial Investment Association data, investor deposits in South Korea dropped by approximately 20 trillion won in July compared to the previous month, as the Korean Composite Stock Price Index (KOSPI) experienced significant volatility since early July. As of July

LPL Financial strategist Adam Turnquist suggested on the 1st that Apple's comments on memory semiconductor pricing may signal that the selloff in memory chip stocks has been overdone. Turnquist noted that memory semiconductor stocks, which fell over 50% in a very short period after a historic

According to Jin10 Data, China's RatingDog manufacturing PMI recorded 50.9 in July, down 0.8 points from June but marking the eighth consecutive month of expansion and the longest such cycle in five years. New

Bank of Korea is unlikely to pursue consecutive rate hikes in August following a sharp correction in the KOSPI index, according to Barclays economist Son Beom-gi on August 3. The KOSPI adjustment, driven by concerns over AI equipment investment profitability, has increased the likelihood that the

According to LPL Financial strategist Adam Turnquist on August 1, memory semiconductor stocks may have hit bottom after Apple highlighted severe supply constraints. Apple declined to provide forward sales guidance on July 30, citing insufficient memory chip availability, and CEO Tim Cook noted