Global TradFi & Macroeconomics

According to Berenberg analyst Andrew Wishart, the Bank of England is expected to maintain its key rate at 3.75% on Thursday (July 29), though it may warn of potential rate hikes if energy prices surge significantly. However, Wishart noted such warnings do not signal a high likelihood of actual

According to Korea Exchange, individual investors net-sold 3.24 trillion won on the KOSPI market today (July 29), marking a striking reversal from their traditional buy-the-dip behavior during previous circuit breaker events. The shift reflects capitulation as back-to-back circuit breakers

Samsung Electronics and SK Hynix both saw their stocks recover from 2021 peaks after extended downturns. Samsung reached 90,600 Korean won on January 12, 2021, and did not surpass that level until October 16, 2025, a span of 4 years and 9 months. SK Hynix peaked at 146,500 won on March 2, 2021, and

Morgan Stanley launched Ethereum and Solana exchange-traded products Wednesday, expanding institutional access to digital assets as SEC Chair Paul Atkins renewed support for the Clarity Act. The firm's Ethereum Trust and Solana Trust debuted with staking features, offering investors additional

LS Electric stocks fell 6.67% to 163,800 won on the 29th, marking a 51.10% decline from the May high of 328,500 won, despite announcing record Q2 results on the 23rd with revenue of 1.577 trillion won and operating profit of 178.5 billion won. The stock decline occurred amid valuation concerns, as t

According to Zhitong Finance APP, Hang Seng Index August futures opened at 25,780 points on July 29. As of 5:16 PM Beijing time, the futures closed at 25,729 points, down 40 points or 0.155%, trading at a discount of 79 points to the spot index. Trading volume reached 772

According to Korean Economic Daily, LS Electric's stock fell 6.67% to 163,800 won on July 29, marking a 51.1% decline from its May peak of 328,500 won. The sell-off occurred despite the company posting record quarterly results: Q2 revenue of 15.77 trillion won and operating profit of 178.5 billion w

Korean stocks reached historic undervaluation levels as the KOSPI market's 12-month forward price-to-earnings ratio (PER) fell to 5.13x as of May 28, according to securities industry analysis. The valuation represents a 50% decline from the year's high of 10.57x recorded in late January and sits

Seventy-five percent of KOSPI-listed stocks traded below a price-to-book ratio of 1.0 on July 29, marking the highest proportion this year. The undervaluation surge stems from a sharp market correction following concentrated gains in semiconductor and large-cap technology stocks, with 600 out of 802

According to an announcement by E DAIM Fund Management on July 29, the company's Easeasy Crude Oil Securities Investment Fund (QDII), Class A RMB shares (ticker: 161129) is trading at a significant premium to its net asset value on secondary markets. The fund manager issued a formal reminder to

According to Korean media reports, South Korea's KOSPI index forward price-to-earnings ratio (PER) fell to 5.13x on July 28, marking its lowest level since the 2008 financial crisis. The metric has halved since January's peak of 10.57x. Major constituents including Samsung Electronics (3.82x PER) an

According to the Korea Exchange on July 29, stocks trading below price-to-book ratio (PBR) of 1.0x reached 75% of listed companies on the KOSPI market, marking the highest proportion of the year. Out of 802 listed stocks eligible for PBR calculation, 600 companies recorded PBR below 1.0x,

The KOSDAQ index dropped to the 600-level for the first time in one year and three months. After rising to 1226.18 on April 27 on expectations of government support measures, the index fell approximately 50% within three months. The decline was driven by capital outflows to the KOSPI market and the

Singapore's FTSE Straits Times Index (STI) reached an all-time high of 5,675.32 points during intraday trading on July 29, driven by gains in major banking stocks including DBS Group Holdings, OCBC, and UOB. The record came as broader Asian markets declined sharply due to concerns over high

According to Chosun Ilbo, on July 29, South Korean retail investors placed about 30 wreaths outside the National Assembly, demanding the elimination of 2x leverage ETFs tracking Samsung Electronics and SK Hynix following a sharp market decline. The wreaths were delivered by a retail investor group c

South Korea's KOSDAQ index plummeted to 600 level on July 29, marking its lowest point in 16 months. The index had climbed to 1,226.18 on April 27, 2026, amid expectations of government support measures, but fell approximately 51% in just three months. The sharp decline represents the largest

Grayscale Research published a valuation analysis Tuesday stating that Hyperliquid (HYPE) appears undervalued compared to fintech equities. The asset manager's Head of Research Zach Pandl applied an 'earnings per token' methodology, projecting the token trades at a 15x to 18x forward multiple

According to Yonhap, Singapore's benchmark Straits Times Index (STI) hit an all-time high of 5,675.32 points on July 29, led by strength in banking stocks including DBS Group Holdings, OCBC, and UOB. The resilience contrasts sharply with steep declines across the broader region as concerns over AI s

U.S. stock futures showed mixed movement early Wednesday as the Federal Reserve prepared to announce its policy decision at 2 p.m. ET, with Nasdaq futures falling 0.1% while S&P 500 futures rose 0.2% as of 4:00 a.m. ET. Investors awaited earnings reports from Microsoft and Meta Platforms scheduled a

New Oriental reported Q4 2026 net revenue of $1.53 billion, exceeding analyst expectations of $1.47 billion and representing a 4% beat. Operating profit for the quarter reached $85.8 million, surpassing the consensus estimate of $75.5 million