Global TradFi & Macroeconomics

South Korean stocks surged on August 5, with the KOSPI index jumping 4.54% to 6,647.68 and the KOSDAQ rising 2.52% to 800.37 as of 9:32 AM. The rally was driven by strong overnight gains in US equities following reports of progress in US-Iran negotiations over the Strait of Hormuz. Foreign

According to iNews24 and Korea Exchange data, Samsung Electro-Mechanics and LG Innotek shares surged today (August 5) after reports of their involvement in supplying cameras for Tesla's autonomous robotaxi vehicles. Samsung Electro-Mechanics rose 143,000 won (12.07%) to 1.328 million won, while LG I

According to Jin Lian Create, on August 5, the reference crude oil price averaged $82.34 per barrel with a change rate of -7.90%, indicating domestic gasoline and diesel retail prices should drop 350 yuan/ton. The next price adjustment window is set for August 14 at 24:00, following the "ten

According to BlockBeats, on August 5, Rocket Lab secured a $397 million contract from the U.S. Space Force for the Space-Based Advanced Missile Tracking Indicator (SB-AMTI) project. The company will develop, launch, and operate multiple Flatellite satellites equipped with space sensors and

Seoul's bond market on August 5th saw 3-year Korean government bond yields break below 3.75% as foreign investors purchased over 105,000 contracts of 3-year bond futures over nine trading days. The buying surge included 17,000 contracts on the 3rd and 15,000 on the 4th. Brent crude spot prices

Lee Chan-jin, Governor of South Korea's Financial Supervisory Service (FSS), will mark his first anniversary in office on the 13th. Lee made multiple controversial public statements regarding corporate governance reform timelines and single-stock leveraged exchange-traded fund (ETF) policy,

Lockheed Martin is negotiating long-term supply agreements with multiple mining and materials companies to secure US-produced scandium and germanium, reflecting a direct move by major defense contractors into upstream resource procurement to reduce reliance on Chinese critical mineral supply

According to Yonhap Infomax, on August 5, South Korea's 3-year government bond yield broke below the 3.75% psychological level amid declining international crude oil prices. Foreign investors have purchased approximately 105,000 contracts of 3-year government bond futures over nine consecutive

According to CFETS-NEX, China's CNY funding sentiment index stood at 46 as of 08:45 on August 5, unchanged from 16:00 the previous day. Sentiment indices for major banks, mid-sized banks, and non-bank institutions were 45, 47, and 45 respectively, all

South Korea's Ministry of Finance and Economy announced a 2026 tax reform plan on the 3rd that applies a minimum 30% premium to inheritance and gift valuations of listed stocks. The reform targets a structural loophole in existing inheritance tax law, which based taxation on 2-month average stock pr

According to its official disclosure on August 5, South Korean semiconductor company APR reported second-quarter 2026 revenues of 7,675 billion won and operating profit of 1,906 billion won, up 134.2% and 134.5% year-over-year respectively. The results exceeded analyst expectations, which had

According to Reuters, on Tuesday (August 5), Lockheed Martin locked in long-term supply agreements for vanadium and germanium with multiple mining companies, driving sharp gains in critical mineral stocks. The defense contractor is negotiating with NioCorp to purchase approximately 15 tons of vanadi

According to Korea's Ministry of Economy and Finance, on August 3, the country announced a 2026 tax reform package that amends the law preventing large shareholders from intentionally suppressing stock prices during succession transfers. The reform mandates a minimum 30% markup when evaluating

According to Yonhap News, South Korea's KOSPI index surged 4.54% to 6,647.68 today (August 5), driven by overnight strength in U.S. equity markets. The KOSDAQ index also rose 3.85% to 6,603.48, extending gains to a fourth consecutive day.

Celltrion Group Chairman Seo Jung-jin will depart for Paris on August 10 to inspect overseas operations across Europe, the United States, Canada, and Japan, the company announced on August 5. The trip aims to directly review second-half sales and revenue plans at major foreign subsidiaries to

Korean IPO market new listings posted an average first-day return of -1.23% in July, marking the second consecutive month of negative performance, according to Korea Exchange and financial industry data released August 4. Four companies — MadUp, Lemon Healthcare, Remedi, and HLG Genomics — debuted o

According to Yahoo Finance, semiconductor manufacturer SanDisk (NASDAQ: SNDK) is releasing second-quarter earnings today (August 5, local time) following a sharp summer decline. The stock dropped 25% from its June high of $2,354 over one month but remains above its 200-day moving average. Wall

According to Edaily, citing Korea Exchange data, companies newly listed on Kosdaq in July recorded an average first-day return of -1.23% based on closing prices versus IPO prices on August 4. Four companies including Madup, Lemon Healthcare, Remedi, and HL Genomics all closed below their IPO prices,

According to Korea Exchange, KOSPI 200 index futures surged 5.12% on August 5, hitting 1,049.28 from a base price of 998.08, a gain of 51.20 points. The jump triggered a buy-side circuit breaker at 9:24:56 AM, halting program buy orders on the equities market for five