Global TradFi & Macroeconomics

Korean asset management companies are launching a new generation of bond-hybrid exchange-traded funds that combine 50% bonds with 50% concentrated stock positions. Hanwha Asset Management plans to list a SK Hynix-SanDisk bond-hybrid ETF in early next month, while Hana Asset Management will launch an

According to Maeil Business Newspaper, South Korea's asset managers are launching three Barbell Strategy ETFs combining bonds and high-growth stocks on July 22, 2026. Hana Asset Management will debut the '1Q Nvidia Alphabet Bond Mix 50' ETF on July 28, allocating 25% to Nvidia, 25% to Alphabet

According to Korea Exchange data released on July 22, foreign investors conducted massive purchases totaling approximately 3.5 trillion Korean won over three consecutive trading days, signaling renewed interest in South Korean equities. However, concurrent selling by retail and institutional investo

According to Jin10, on July 22, the Dalian Commodity Exchange released its daily warehouse receipt report. Key changes included: liquefied petroleum gas (LPG) futures increased to 3,588 lots (up 594 lots), soybean futures rose to 42,805 lots (up 770 lots), corn futures fell to 40,965 lots

Retail investors sold KRW 2.856 trillion worth of Korean stocks on the KOSPI market over two days on the 21st-22nd, according to Korea Exchange data. The mass selling occurred as Samsung Electronics and SK Hynix rebounded after leading a prolonged market decline, with investors offloading shares

According to Korea Exchange, retail investors net sold 2.856 trillion KRW in KOSPI stocks over July 21-22, with Samsung Electronics and SK Hynix accounting for 1.74 trillion KRW of the outflow. Foreign investors net bought 2.929 trillion KRW during the same period, absorbing the majority of retail s

TOTO, Nitto Boseki, and Ajinomoto saw their stocks surge this year as demand for AI semiconductors boosted sales of specialized components these Japanese manufacturers produce. TOTO's stock rose 78%, Nitto Boseki's climbed 63%, and Ajinomoto's gained 61%, according to CNBC. The three companies—known respectively for bidets, glass fiber, and food seasonings—grew semiconductor-related divisions during the fiscal year ended March 31 by applying decades of material science expertise to chipmaking su

According to CNBC, three Japanese companies—TOTO, Nitto Denko, and Ajinomoto—saw their stock prices surge by 78%, 63%, and 61% respectively in fiscal year 2026, driven by rapid growth in semiconductor-related operations. TOTO, known for high-end bidet toilet seats, manufactures ceramic

According to Jin10, Shanghai Transportation holding company's stock ticker will change to "Jiushi Entertainment" on July 28, with stock code 600676 remaining unchanged. The company completed asset restructuring, injecting its core entertainment, sports, and tourism businesses, transforming into a co

According to BlockBeats citing Bit.com data, optical module and storage stocks declined 2%-3.35% in pre-market trading on July 22 after yesterday's significant gains. Optical module names including Coherent (COHR, -3.46%), Lumentum Holdings (LITE, -3.04%), Applied Optoelectronics (AAOI, -2.78%), and

Onshore Chinese yuan closed at 6.7740 against the U.S. dollar on July 22 at 4:30 PM, down 72 basis points from the previous trading day.

According to Jin10, Chinese stock Demingri fell 10% on July 22 with trading volume of 12.105 billion yuan and turnover rate of 15.54%. Southbound connect specialist seats bought 398 million yuan and sold 308 million yuan, while two institutional specialist seats recorded net selling of 95.96 million

According to Reuters' analysis of LSEG consensus data, Microsoft, Alphabet, Amazon, Meta, and Oracle are projected to see combined capital expenditure surpass free cash flow by 2027. Operating cash flow for these companies is expected to increase approximately $340 billion in 2027 compared to 2025,

US-listed cryptocurrency exchange-traded funds attracted fresh institutional capital on July 21, extending the sector's recovery as investors cautiously returned to digital assets. Spot Bitcoin ETFs recorded net inflows of approximately $39.3 million for the session, while spot Ethereum ETFs added a

Japanese companies issued $6.8 billion in euroyen convertible bonds during the January-to-June period, approaching the highest level in 22 years, according to LSEG data cited by Nikkei Asia on July 22. The issuance volume marked the highest since the first half of 2004, when it reached $11 billion.

On July 21, US spot Bitcoin ETFs recorded net inflows of approximately $39.3 million, while spot Ethereum ETFs added about $38 million as institutional investors gradually returned to digital assets. BlackRock's iShares Bitcoin Trust led demand with $23.1 million, followed by Fidelity's Wise

According to LSEG data cited by Nikkei Asia, Japanese companies issued 6.8 billion dollars in euro-yen convertible bonds during the first half of 2026, reaching the highest level since the first half of 2004 when issuances totaled 11 billion dollars. The increase in issuances is driven by rising

According to Bybit's weekly options report (July 14-20), Bitcoin rebounded to close the week up 3.1%, while Ethereum surged 10.7%, with the ETH/BTC ratio recovering significantly. The rally was driven by softer-than-expected inflation data: the U.S. June CPI fell 0.4% month-on-month (the largest

South Korea's Financial Supervisory Service is preparing to convene a sanctions review committee by the end of August. The review will examine alleged mis-selling of Homeplus short-term electronic bonds by Hana Securities, Hyundai Motor Securities, and Eugene Investment & Securities. FSS Director

According to Money Today, South Korea's Financial Supervisory Service plans to hold a disciplinary hearing on incomplete sales of Homplus electronic short-term bonds (ABSTB) as early as late August, following a four-week recess through August 20. Individual investors purchased approximately 1.77