Global TradFi & Macroeconomics

According to Odaily, Bain Capital recently completed the sale of majority stakes in Japanese memory chipmaker Kioxia, generating approximately 2.5 trillion yen (roughly 220 billion Korean won) in investment returns, marking one of Japan's highest PE gains on record. Following Bain's exit, Toshiba r

According to Hong Kong Exchanges and Clearing, Puqi Pharma, a Beijing-based biotech company focused on treating chronic inflammatory diseases, filed its listing application with the Main Board on July 24. CITIC Securities and Minyin Capital are acting as joint sponsors. The filing marks the company'

According to PANews, seven major U.S. tech companies will report earnings next week, starting July 28 (Beijing time). The list includes Apple (AAPL), Meta Platforms (META), Amazon (AMZN), Microsoft (MSFT), Qualcomm (QCOM), and SK Hynix. The earnings releases come as investors remain cautious

According to Korea Exchange, KOSDAQ index fell 5.32% to 748.22 on July 24, marking a one-year low amid weak trading volume and supply-demand imbalance. The performance gap between KOSDAQ and KOSPI has widened to record levels as investor sentiment

Korean stock market investor deposit funds dropped to 103.8765 trillion won as of the 22nd, marking the lowest level in five months since February 13, according to the Korea Financial Investment Association. The decline followed a 31.5% plunge in the KOSPI from its intraday peak of 9385.59 on the 19

According to the Financial Investment Association, investor deposits in South Korea fell to 103.8 trillion won on July 22, marking a five-month low as KOSPI dropped below 7,000 points. This represents the lowest level since February 13, signaling weakening investor confidence in the domestic

A survey of 120 financial investment professionals reveals overwhelming optimism about the semiconductor and AI rally, with 95% expressing confidence in the sector's outlook over the next year despite recent market volatility. The experts attribute the recent stock market turbulence to supply-side d

According to a Maeil Business Newspaper survey of 120 financial investment professionals, 95% remain optimistic about semiconductor industry fundamentals despite recent market volatility. The survey found that 67.5% of experts attribute current market turmoil to supply-demand distortions and short-t

According to Korea Exchange, on July 24, 14 single-stock leverage products tracking Samsung Electronics and SK Hynix saw net outflows of 49.6 billion won in the week of July 20-24, marking the first weekly outflow since their May 27 launch. The products had accumulated net inflows of

Oil-related exchange-traded notes (ETNs) in South Korea posted double-digit gains this month as international crude oil prices surged past $100 per barrel, driven by escalating military tensions between the United States and Iran. According to Korea Exchange data as of the 24th, Meritz Leveraged

According to Korea Exchange, as of July 23, Brent crude surged to $100.69 per barrel, marking the first time it breached the $100 level in two months and representing a 38% jump from late June. WTI futures for September delivery closed at $92.19 per barrel, up 33% over the same period. Escalating m

According to Yonhapinfomax, the dollar-yen exchange rate climbed to 163.852 yen last week, marking its highest level since November 1986 as oil prices surged on Middle East tensions. The pair briefly approached 163.988 yen, approaching the 164 level. The U.S. Federal Reserve's policy decision is

The Federal Reserve's Federal Open Market Committee (FOMC) will convene July 28-29 to decide monetary policy amid heightened uncertainty over a potential rate hike. Futures markets are pricing a 30% probability of a rate increase, an unusually high level of doubt for a meeting where consensus

Samsung Electronics and SK Hynix are scheduled to announce Q2 earnings this week, with SK Hynix reporting on the 29th and Samsung Electronics releasing confirmed results on the 30th. Samsung Electronics previously disclosed preliminary Q2 results showing revenue of 171 trillion won and operating

According to Maeil Business Newspaper, SK Hynix is set to report record second-quarter earnings this week, with revenue estimated at 84.17 trillion won, up 278.6% year-over-year. Operating profit is projected at 64.24 trillion won, nearly 7 times higher than the prior year. The earnings surge

According to Barron's, ARK Invest bought approximately 160,000 Tesla shares on Thursday (July 24) through four ETFs—ARK Innovation ETF, ARK Space & Defense Innovation ETF, ARK Next Generation Internet ETF, and ARK Autonomous Technology & Robotics ETF. The purchases came after Tesla released

Korean securities firms posted strong second-quarter profits in 2025, driving expectations for higher dividends as the KRX Securities Index fell only 1.3% over the recent one-month period through May 26, according to Korea Exchange data. Trading volumes surged 288% year-over-year in Q2 2025, with ex

SK Telecom, Mirae Asset Securities, and LIG Defense & Aerospace were featured in the fourth week of July as top analyst picks by Money Today's securities desk. On July 20, Kim Aram of Shinhan Investment Securities published a report forecasting SK Telecom's stock could overshoot before Anthropic's I

According to Jin10 data, Saudi Aramco's stock fell 1.0% to 26.56 riyals during Sunday morning trading, following a Houthi attack on the company's oil facilities in Jizan and Yanbu. The decline triggered market concerns over potential operational disruptions at the state-owned oil giant. Despite

According to Meritz Securities, South Korea's five major securities firms—Mirae Asset Securities, Korea Finance Holdings, NH Investment & Securities, Samsung Securities, and Kiwoom Securities—posted combined second-quarter net income of 4.28 trillion won on July 26, up 29% quarter-over-quarter.