Global TradFi & Macroeconomics

South Korea raised the minimum deposit requirement for single-stock leverage ETFs to 30 million won this week, excluding the use of substitute securities, according to regulatory measures unveiled last week. The policy adjustment aims to restrict retail investor participation and potentially

According to Korean media reports, South Korea's biotech sector faced significant headwinds today as Corelon Tissue announced clinical failure in its osteoarthritis cell gene therapy candidate (TG-), while HLB experienced further delays in its U.S. FDA approval process. Unlike previous market

SK Hynix held a board meeting on the 22nd and approved an investment of 7.0931 trillion won for the construction of its P&T7 advanced packaging fab in Cheongju, North Chungcheong Province, according to a regulatory filing. The decision was driven by the need to respond preemptively to production inc

Satsuma Technology shareholders voted by more than 90% on Monday to sell the company's remaining 668 BTC and cancel its LSE delisting. The decision overruled four of six board members and formally ended a Bitcoin treasury experiment that lasted less than 12 months. The vote followed a collapse in sh

Foreign investors executed a three-day buying spree in Korean stocks totaling 3.457 trillion won from April 20 to April 22, marking their return to the KOSPI market after a period of net selling. The buying surge came as the KOSPI's 12-month forward price-to-earnings ratio fell below 6x following an

Hong Kong's Hang Seng Index fell 239 points, or 0.95%, to close at 24,892 on Monday, breaking below the 25,000 level amid a tech-led selloff. The Tech Index dropped 3.04% to 4,668, with Tencent falling 7% to 440.6 Hong Kong dollars and NetEase declining 7.4% to 193 Hong Kong dollars, marking the

According to Super Micro Computer Inc. on Wednesday, the company's shares surged 16% in early premarket trading after announcing a record $60 billion order backlog for its fourth quarter, while raising gross

According to Commerzbank economist Thu Lan Nguyen, the British pound may experience volatility amid fiscal policy uncertainty under Prime Minister Burnham's newly formed government. Investors are concerned about the government's ability to balance fiscal sustainability with economic stimulus, as Bur

Kim Beom-su, Kakao's Future Initiative Center head, appeared at Seoul High Court on the 22nd at 3:37 PM for his appeal hearing on stock price manipulation charges related to SM Entertainment. Kim and former Kakao investment executives are accused of purchasing large quantities of SM Entertainment

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.