Global TradFi & Macroeconomics

According to Bitget, spot silver broke above $60 per ounce today, rising 3.11% intraday.

According to analyst Moon Kyung-won at Meritz Securities, Doosan Fuel Cell reported an operating loss of 50.4 billion won in Q2 (July 27), with revenue of 44.3 billion won falling significantly short of the consensus estimate of 131.8 billion won. The underperformance resulted from delayed project d

According to Bloomberg, at least nine leveraged exchange-traded funds tied to Kioxia Holdings' shares or American depositary receipts were proposed in the US on July 26. If approved, they would mark the first single-stock leveraged ETFs linked to a Japanese company. Tuttle Capital Management,

According to Guru Club, New York gold futures surged past $4,110 per ounce on July 27, up 0.96% intraday.

According to a post on X, Michael Saylor, chairman of MicroStrategy, posted an orange dot chart on July 26 hinting at potential further Bitcoin purchases. The chart shows the company's Bitcoin acquisition history, with MicroStrategy currently holding 843,775 BTC accumulated over 113 purchases at an

According to Jin10, Long Xin Tech officially listed on Shanghai's STAR Board today (July 27) at an issue price of 8.66 yuan per share. Based on the average gain of 278%, single-lot profits are estimated at around 12,000 yuan; under a 467% average gain scenario, profits could reach

Shinhan Securities analyst Lee Sang-yeon stated in a report that foreign investors historically support KOSPI when the index declines excessively below fair valuations. The analyst noted KOSPI's forward price-to-earnings ratio reached 5.7x, approaching undervalued territory. Lee explained foreign ow

According to Shinyang Securities analyst Lee Sang-yeon on July 27, foreign investors' KOSPI holdings remain at 40.5%, significantly below historical averages, with structural inflow potential. Samsung Electronics and SK Hynix—core market constituents—have foreign ownership at 46.7% and 52.5%

Korea Investment & Securities announced that its ACE Japan Semiconductor ETF recorded the highest returns among all Japan-focused ETFs listed in Korea, with a 119.04% return over the past year and a 63.65% return year-to-date as of the prior trading day. The ETF invests in 25 core Japanese

According to Korea Exchange, the ACE Japan Semiconductor ETF (managed by Korea Investment Trust Management) ranked first among domestic Japan-focused ETFs as of July 27, 2026, with a one-year return of 119.04% and year-to-date return of 63.85%. These figures significantly outpaced the average return

According to BlockBeats citing Bitget data, South Korea's KOSPI index surged 1.73% to 6,800 points on July 27, while Japan's Nikkei 225 gained 0.83% above 65,000 points. Key weight stocks also advanced, with SK Hynix up 2.05% and Samsung Electronics climbing 2.61% on the

Intraday, spot gold surged 1.2%, breaking above the $4,100 per ounce mark on July 27.

According to Ukraine's state news agency Ukrinform, Allseeds, one of Ukraine's largest vegetable oil and oilseed meal producers and exporters, suspended operations in the Odesa region on July 27 due to escalated Russian missile and drone attacks on port and logistics infrastructure. The company

Amkor Technology (AMKR), a semiconductor packaging and testing specialist, received a rating upgrade from UBS on the 24th (US local time) following the announcement of a multi-year partnership expansion with NVIDIA (NVDA). UBS raised its investment opinion from Neutral to Buy and increased the

US Big Tech companies Microsoft, Meta, Apple, and Amazon face investor scrutiny this week as they release earnings reports amid concerns over AI overinvestment. The wave of earnings comes after Alphabet's stock plunged over 7% on 23rd following its Q2 results release on 22nd after market close,

Foreign investors sold Korean stocks on trading days immediately following KOSPI closes above 7000, while individual investors concentrated purchases on Samsung Electronics and SK Hynix, according to a July 27th report by iM Securities analyst Kim Jun-young. The report attributes foreign selling at

GS Retail is forecast to achieve a 21% year-over-year increase in operating profit for Q2 2026, according to a survey of 11 major domestic securities firms conducted by Yonhap Infomax on May 27. The profitability improvement stems from structural adjustments that closed underperforming stores

Kolon TissueGene's stock plummeted from an intraday high of 149,000 won on May 12 to 15,000 won, a decline exceeding 90%, following the company's disclosure on May 20 that its TG-C cell and gene therapy for knee osteoarthritis failed to meet statistical significance in the first analysis of its US

According to Yahoo Finance and Wall Street analysts on July 26, semiconductor stocks remain attractive amid sustained AI infrastructure spending by major technology companies including Google, Amazon, Meta, and Microsoft. Mark Mahani, head of internet research at Evercore ISI, stated that

According to Yonhap Infomax, Yuhan-Kimberly announced on July 24 it will repurchase and retire 425.3 billion won worth of treasury shares, with shares rising 4.9% to 74,900 Korean won. The buyback covers 6.03 million ordinary shares and 32,600 preferred shares, representing 7.57% of outstanding ordi