Global TradFi & Macroeconomics

The USD-KRW exchange rate rose 0.60 won to 1,342.10 won as of 3:30 PM on November 5 in the Seoul foreign exchange market. The increase occurred as exporter supply and custody dollar buying collided, maintaining movement in the early 1,340 won range. The rate opened at 1,338.50 won, confirmed a low a

According to Yonhap Infomax, the USD/KRW exchange rate rose 0.60 won to 1,342.10 won in afternoon trading on November 5, amid mixed supply and demand pressures. Foreign investors net-sold 3.4 trillion won worth of stocks, the largest single-day outflow since October 15, as South Korea's KOSPI

According to the Ministry of Finance, China will issue RMB-denominated green sovereign bonds in Canada during the week of November 9, with a scale not exceeding RMB 4 billion. Specific issuance arrangements will be announced before the

According to MoneyDJ, South Korea's KOSPI index fell 3.59% to close at 5,648.79 points on November 3, while the KOSDAQ index dropped 4.08% to 704.39 points. The declines were driven by growing market concerns over AI capital allocation and profitability amid pressure on major tech firms including

According to the Korea Economic Daily citing sources, South Korea is considering large-scale purchases of long-term U.S. Treasury bonds to increase its foreign exchange reserves and strengthen economic ties with Washington. The South Korean government and central bank recently proposed the idea to t

According to Gretai Securities Market, the center will hold a series of earnings presentation events starting November 17, 2026, featuring 21 listed companies across six industry themes including industrial computers, digital entertainment, AI

According to Guru Club, on June 4, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points, marking its lowest level since December 2020.

POP MART (9992.HK), a China-based collectible toy company, announced on October 28 that its Q3 2026 revenue is estimated to decline 45% to 50% year-on-year, affected by reduced enthusiasm for its Labubu product line and a high comparison base from the same period last year. Citigroup and Jefferies i

JPMorgan downgraded target prices for Hong Kong stocks Zhipu (2513.HK) and MiniMax (0100.HK), citing a transitional phase in AI model demand. The investment bank lowered Zhipu's target from HK$2,000 to HK$1,200 while maintaining an 'Overweight' rating, and cut MiniMax's target from HK$300 to HK$200

According to MoneyDJ, Bubble Mart (9992.HK) reported in Q3 2026 that revenue declined 45-50% year-over-year, missing expectations due to cooling demand for its Labubu line and high year-ago comparisons. In response, Citi lowered its target price to 162 Hong Kong dollars, citing weaker sales in

A Reuters survey conducted from October 30 to November 3 shows most foreign exchange analysts expect the US dollar to depreciate over the next year, with the median forecast from 66 analysts predicting EUR/USD will rise from current levels around 1.12 to 1.16 in one year, equivalent to a 3.4% dollar

Largan Precision reported October revenue of 58.46 billion TWD, the highest monthly figure since October 2025. The company stated that November shipment momentum will decline compared to October. Continued demand from US client new device orders drove the October performance, with cumulative

Fresh Activity Co. (鮮活果汁-KY, stock code 1256) reported October 2026 consolidated revenue of NT$319 million, a 37.51% increase compared to the same period last year, with cumulative January-October 2026 revenue reaching NT$4.797 billion, up 38.09% year-over-year. The growth occurred despite October r

According to a Reuters survey conducted October 30-November 3, the median forecast of 66 analysts shows the euro will rise against the U.S. dollar from approximately 1.12 to 1.16 over the next year, implying a 3.4% depreciation of the dollar. However, among 30 analysts answering supplementary

According to a report, FreshJuice-KY (1256) posted combined revenue of NT$4.797 billion in the first 10 months of 2026, up 38.09% year-over-year. October revenue reached NT$319 million, a 37.51% increase from the same period last year, though shipment momentum slowed due to seasonal factors in the t

According to The Motley Fool analyst Daniel Sparks, semiconductor stocks rallied in the year following 7 of the past 8 U.S. midterm elections, with an average gain of 42% and a median of 38%. The sole decline occurred in 2006, with a 5% drop. Over the six months following each election cycle, all 8

Walton Advanced Engineering announced Q3 2026 financial results, reporting net profit of 22 billion NTD, an increase of 48.48% quarter-over-quarter and 2.06% year-over-year, with earnings per share of 1.8 NTD. For the first three quarters of 2026, the company posted net profit of 51.83 billion NTD,

According to the International Energy Agency's 2026 Global Gas Security Review released on November 4, the Hormuz Strait crisis will keep global natural gas supplies tight through 2027, with LNG production expected to decline 3% this year—the largest annual drop on record. Qatar and UAE LNG

According to its latest financial disclosure on November 5, PCB manufacturer Huatong (2313-TW) reported third-quarter after-tax net profit of 2.2 billion yuan, up 2.06% year-over-year, with earnings per share (EPS) of 1.8 yuan. For the first nine months of 2026, the company posted cumulative net pro