Global TradFi & Macroeconomics

According to Bloomberg, BlackRock's iShares MSCI Korea ETF (EWY) received $2.8 billion in net inflows last week as of July 20, marking the highest weekly total on record. The inflow more than doubled the previous record of $1.2 billion set in February, with $800 million and $1.1 billion flowing in o

South Korean government bond futures opened mixed on July 21, with 3-year futures rising 2 ticks to 102.78 and 10-year futures falling 2 ticks to 105.05 as of 9:05 AM. The divergence occurred as surging UK interest rates pushed global yields higher and international oil prices climbed, yet

According to Yonhapinfomax, South Korea's 3-year government bond futures rose 2 ticks to 102.78, while 10-year futures fell 2 ticks to 105.02, as of 9:05 a.m. on July 21. Foreign investors net-bought 366 contracts of 3-year futures but net-sold 166 contracts of 10-year futures. Global rate

Yemen's Iran-backed Houthi rebels declared a maritime blockade against Saudi Arabia on January 20 (local time), according to Yonhap News. Houthi spokesperson Yahya Saree announced the measure takes immediate effect under an 'eye for an eye' principle against what he called the 'criminal state' of Sa

Hyundai Motor stocks closed at 399,000 won on the previous trading day, marking a 49.61% decline from the peak of 783,000 won and falling below 400,000 won for the first time since January 12. The decline was driven by foreign investors selling 10.88 trillion won worth of shares this year,

According to BlockBeats, chip stocks rebounded overnight on July 21, with the semiconductor ETF rising approximately 1.3%. Nvidia, AMD, and Micron posted gains, though the Nasdaq remained near flat. The rebound followed earlier concentrated selloffs and eased leverage rebalancing

According to Herald Economics, Hyundai Motor's stock fell to 399,000 KRW today (July 21), marking a 49.61% decline from its all-time high of 783,000 KRW set six months earlier. The sharp selloff was triggered by massive foreign investor outflows, with international holdings slumping from 35.95% to 2

According to its interim announcement, semiconductor chipmaker Shing Chi Holdings (02166) disclosed on July 21 that its H1 2026 profit will surge more than 4.6 times year-on-year. The growth was primarily driven by increased demand for the company's integrated circuit chips, boosted by AI

According to E-Daily, on July 21, Macquarie Asset Management's special purpose company acquired a 24.4% stake in IT infrastructure company Gabia from its largest shareholder at 48,000 won per share. Macquarie simultaneously launched a tender offer for

According to Jin10, Shanghai gold traded at 876.78 yuan/gram on the morning of July 21, 1.27 yuan/gram above international gold prices of 875.51 yuan/gram.

According to Yonhapnews, South Korea's benchmark KOSPI index rose 2.36% on July 20, gaining 154.08 points to close at 6,670.35. Meanwhile, the KOSDAQ index declined 2% over the same period, weighed by semiconductor sector

According to the “Import and Export Trends from July 1 to 20” released by the Korea Customs Service on July 21, from July 1 to 20, Korea’s export value reached $54.9 billion, up 52.3% year over year, setting a historical high for the same period. The previous peak for the same period was $36.9 billion in July 2024. Semiconductor exports were the main growth driver, with export value increasing 180% year over year to $22.1 billion. Key Data on Korea’s Semiconductor Exports: Up 180% YoY, Export Va

According to Financial News on July 21, Hyundai Motor's second-quarter earnings are expected to fall short of market forecasts due to component supply disruptions and overseas factory production halts. KB Securities downgraded its price target from 1.2 million KRW to 900,000 KRW (a 25% cut) but

Samsung Biologics received a credit impact assessment from NICE Credit Rating on the 21st following its announcement on the 20th to acquire Swiss peptide contract development and manufacturing organization (CDMO) PolyPeptide Group AG for approximately 2.706 trillion won through a public tender

Major KOSDAQ-listed companies including Alteogen, EcoproBM, and HLB postponed planned transfers to the KOSPI market, with Alteogen announcing its decision on the 16th. The postponements reflect expectations for government KOSDAQ revitalization policies and concerns about liquidity concentration in t

The KOSPI index recovered to the 6700 level on the morning of the 21st, rising 3.19% to 6723 as of 10:35 AM, driven by a shift in foreign investor sentiment to net buying. After displaying selling dominance at the market open, foreign investors turned to net purchases of approximately 290 billion

On July 20, Samsung BioLogics announced the acquisition of PolyPeptide Group AG for 2.7 trillion Korean won, according to NICE Credit Rating and Samsung BioLogics' official disclosure. The Swiss peptide contract development and manufacturing organization (CDMO), listed on SIX Swiss Exchange, will

According to Yonhap Infomax, on July 21 before 9 a.m., the USD-KRW spot MAR (market average rate) quotes in the Seoul foreign exchange market traded at par level. The NDF fixing position was square, indicating a neutral stance among regional market

139 KOSDAQ-listed companies fell below the 200 billion won market capitalization threshold as of the previous day, placing them in delisting review territory according to Korea Exchange data released on the 21st. This represents a 10.32% increase from 126 companies one month prior, with affected

According to Newsis, South Korea's KOSPI index rose to 6,723 on the morning of July 21, up 3.19% from the previous close as foreign investors switched to net buying. Foreign investors purchased 290 billion Korean won in net, while institutional buyers added 220 billion won. Samsung Electronics