Global TradFi & Macroeconomics

Samsung Biologics submitted a securities registration on the 28th for a 3 trillion won capital increase through a rights offering to existing shareholders followed by a public offering of unsubscribed shares. According to the electronic disclosure system, the company plans to issue 2.27 million

According to Ukraine's General Staff, Ukrainian forces struck Russia's Yaroslavl oil refinery, one of the largest fuel production facilities, overnight on Aug 28, triggering a fire. The facility is located 280 km northeast of Moscow. Yaroslavl Governor Mikhail Yevrayev stated that all 67 drones

According to tech columnist Tae Kim at Barron's, Michael Burry acknowledged gains on Nvidia and Microsoft calls placed ahead of earnings on Thursday. His Nvidia calls appreciated between 50% and 60% in less than 24 hours after the chipmaker reported $96.2 billion in quarterly revenue, exceeding

According to Stocktwits, IREN Ltd. shares declined more than 8% in overnight trading late Thursday (Aug 27) after reporting fiscal fourth-quarter revenue of $137.2 million, below analyst consensus of $157.14 million. The bitcoin miner and AI infrastructure company posted an adjusted loss of $0.41

According to Jin10, Bank of China's Vice President Liu Chenggang stated on August 28 during the bank's 2026 interim earnings call that net interest margins in the second half will trend toward stabilization and recovery. While newly issued yuan-denominated loans show signs of stabilization,

According to Seoul Econom, Samsung Biologics (207940) submitted a securities filing on August 28 to issue 2.27 million new shares at approximately 1.322 million won per share, raising about 3.9 trillion won. The proceeds will fund the acquisition of

According to Jin10, major economic indicators are scheduled for release next week. The U.S. non-farm payroll data and unemployment rate for August will be published on September 4 at 20:30 (UTC+8), while the ISM Manufacturing PMI and ISM Services PMI are due on September 1 at 22:00 and September 3 a

According to KBS News, South Korea's KOSPI index fell 1.79% to 6,788.88 yesterday (August 27), marking its first decline in four trading days, despite NVIDIA surging over 8% overnight. The selloff was driven by combined pressure from foreign investors and domestic institutions unloading large-cap se

On August 25, the U.S. Treasury unveiled Operation Economic Outcast, designating over 60 entities in Iran-related sectors including digital assets, technology, gold, aviation, and shipping. Two days later, President Trump signaled potential escalation, responding to questions about sanctioning

Michael Burry thanked veteran tech journalist Tae Kim on Thursday after Kim praised the investor for making substantial profits on Nvidia (NVDA) and Microsoft (MSFT) call options placed ahead of recent earnings reports. Burry disclosed his Nvidia calls appreciated 50% to 60% in less than 24 hours fo

According to Arthur Hayes speaking on Laura Shin's Unchained Podcast, MicroStrategy's (Nasdaq: MSTR) mNAV premium compressed to 0.74x as of August 27, erasing the company's historical market advantage. MSTR holds 840,447 BTC but faces annual dividend obligations of approximately $1.5 billion on

According to Cnyes, China's A-stock market declined on August 28, with major indexes closing in negative territory. The Shanghai Composite Index fell 0.11% to 3,952.18 points, the Shenzhen Component Index dropped 0.68% to 13,953.07 points, and the ChiNext Index declined 1.41% to 3,424.40 points.

According to Palo Alto Networks CEO Nikesh Arora, on Friday, August 28, the AI-driven memory chip "supercycle" will eventually turn cyclical as excess profits attract innovation and cheaper production methods. "All supply constraints over time have to equate. When excess profits are made in a

According to Korean Economic Daily, South Korea's KOSPI index surged 23% over six months since February, yet 77% of the market's 803 listed companies experienced declining market capitalization. The concentration stems from capital inflows to mega-cap stocks Samsung Electronics and SK Hynix, which a

According to Yonhapinfomax, Korean FX swap points declined slightly on Aug 28. The 1-year maturity fell 0.10 won to close at -7.80 won, while the 6-month tenor dropped 0.20 won to -3.90 won and the 3-month tenor declined 0.20 won to -1.60 won. The 1-month tenor fell 0.20 won to -0.45 won. The

Poland's Finance Minister Domanski projects the country's GDP will grow 3% in 2027, according to recent statements.

In 2026, the software sector underwent a dramatic valuation reset. Traditional enterprise software giants such as Workday, Adobe, and Autodesk generally fell 30% to 50% from their year-to-date highs, significantly underperforming the Nasdaq Index over the same period. However, in stark contrast to their weak share prices, these companies’ revenue growth, operating margins, and free cash flow have not deteriorated in tandem—and some indicators have even continued to improve. The market is pricing