Global TradFi & Macroeconomics

According to Korean financial sources, SK Hynix raised approximately 40 trillion won (roughly $30 billion) through a NASDAQ ADR listing on July 20, and is currently conducting competitive bidding among domestic and foreign financial institutions to allocate the funds across foreign currency,

As of 9:16 a.m. on July 20, Samsung Electronics and SK Hynix turned positive after earlier declines, lifting related stocks higher. SK Square rose 0.08% to 1,214,999 Korean won, while Samsung Electronics Preferred shares climbed 1% to 174,000 won.

According to China Foreign Exchange Trade System (CFETS), on July 17, the RMB exchange rate index rose 0.07 points on a weekly basis to 102.42.

Kyobo Securities lowered its target price for Hyundai Engineering & Construction stocks from 230,000 won to 180,000 won, a 21.7% reduction, while maintaining a 'Buy' rating. The downgrade reflects delayed nuclear plant contract confirmations

China's central bank has 1.9635 trillion yuan in reverse repurchase agreements (reverse repos) scheduled to mature this week. Maturities are distributed across the week as follows: Monday 224 billion yuan, Tuesday 236.5 billion yuan, Wednesday 426.5 billion yuan, Thursday 626 billion yuan, and

According to Jin10, spot platinum rose 0.35% and spot palladium rose 0.58% as of 8:30 AM Beijing time on July 20.

Joshua Crabb, Head of Asia-Pacific Equities at Robeco Asset Management, stated in an interview that KOSPI's current rally represents a 'de-rating' phase where earnings growth outpaces stock price increases, contrary to typical 're-rating' patterns. The assessment follows KOSPI's record-breaking

According to Joshua Crabb, head of Robeco's APAC equity division, in an interview with Yonhap Infomax on July 20, South Korea's KOSPI has entered a de-rating phase rather than a re-rating one despite doubling in value this year. Crabb noted that while valuations rose from 12x to 15x

According to Huawen Futures report, BHP's Chile union held an 8-hour strike on July 16, with limited impact on actual production but increased market focus on labor risks. Import copper concentrate processing fees dropped to $146 per dry ton, marking a historic low amid tight supply. Chile faced

On July 20, South Korea's KOSPI index fell 3.19% to 6,602.80 points at 9:04 a.m. local time, with intraday lows reaching 6,515.24 points (-4.48%). Foreign investors sold 136.8 billion Korean won worth of shares while institutions offloaded 14.3 billion won; retail investors were net buyers of 148.2

Mirae Asset Securities recorded over 1 trillion KRW in Q2 valuation gains from its SpaceX investment but now faces potential large-scale Q3 losses as the stock dropped 27% since June 30. SpaceX closed at $123.99 on July 17 (local time), down from $170.86 on June 30 and below its $135 IPO price from

Doosan Enerbility is forecast to achieve moderate growth in Q2, driven by surging power demand from AI data center expansion and the revival of the global nuclear power market. The company's operating profit is projected to reach 278.3 billion KRW, representing a 2.26% year-over-year increase,

According to Yonhapinfomax, SpaceX shares dropped 27% since the company's IPO in late June, falling to $123.99 on July 17 from $170.86 at quarter-end. The decline threatens to reverse Q2 valuation gains for South Korean brokerage Mirae Asset Securities, which holds SpaceX shares under a fair-value-t

Spot silver rose over 1% intraday on July 20, trading at $56.49 per ounce.

According to Jin10 Futures reporting external markets, Malaysian crude palm oil futures are seen opening higher on Monday, July 20, tracking broader commodity gains. Brent crude surged to its highest level since June 11 following Middle East tensions, with further gains during electronic trading Mon

From 00:00–00:15 (UTC) on July 20, 2026, BTC saw a slight gain of 0.46% within 15 minutes, with a price range of 64,573.4–65,051.0 USDT and an amplitude of 0.74%. By comparison, BTC’s price change over the past 24 hours was only -0.02%, with an intraday volatility range of just 64,278–64,970 USDT; overall, it showed extremely low volatility. The market is narrowly consolidating around $64,500, waiting for a directional catalyst. The core driver behind this round of BTC’s tight range is the conti

iM Securities forecasts the KOSPI will trade sideways through year-end rather than recover to previous highs within the third quarter, according to a report released by researcher Kim Jun-young. The outlook is driven by persistently elevated credit balance levels on the KOSPI despite recent index de

According to broker announcements, on July 19, three Chinese securities firms launched share buyback programs. Huaan Securities proposed buybacks of 100-200 million yuan, announced at 15:30, followed by Guolian Minsheng's 100-200 million yuan buyback announcement at 20:40. Combined with Guojin Secur

Hanwha Asset Management is preparing to launch a bond-mixed exchange-traded fund (ETF) focused on NAND flash semiconductor companies, targeting SK Hynix and SanDisk with a 50% equity allocation and 50% bond allocation. The move reflects the asset manager's strategy to capture AI infrastructure

Shinsegae is forecast to deliver strong Q2 2026 performance with operating profit surging over 100% year-on-year, according to estimates from 9 major Korean securities firms compiled by Yonhap Infomax on the 20th. The growth is driven by record foreign customer sales, won weakness boosting