Global TradFi & Macroeconomics

The Korean Corporate Governance Forum on January 21 urged Hyundai Motor Company's board to change the acquisition structure for the remaining stake in Boston Dynamics (BD). The recommendation addresses controversy surrounding Chairman Chung Euisun's personal acquisition of a 20% BD stake

JYP Entertainment stocks traded at 44,400 won as of 1:22 PM on the 21st, according to Korea Exchange data, representing a decline to half the value from the 90,000 won level recorded in November 2023. The stock weakness follows performance slowdown concerns and revived attention to Park Jin-young's

According to ETDaily, the Korean Corporate Governance Forum urged Hyundai Motor's board today (July 21) to alter its Boston Dynamics acquisition structure, proposing that the company acquire the remaining 9.65% stake through HMG Global rather than allowing Chairman Chung Euisun to purchase

Gate News: According to the latest Gate TradFi data, ZHIPU (ZhiPu 02513.HK) has surged by 30% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

Kim Jung-hyun, ETF Business Group Head at Shinhan Asset Management, recommended a 'barbell strategy' combining semiconductor and financial stocks in a recent interview with Hankyung.com, citing inevitable volatility in the second half of the year. Kim stated that market doubts about the semiconducto

According to an interview with Hankyung, Shinhan Asset Management's ETF business head Kim Jung-hyun recommended a barbell strategy on July 21 allocating investment across semiconductor and financial stocks to navigate anticipated market volatility in the second half of 2026. Kim suggested

According to BlockBeats, Zhipu (HK: 02513) surged over 30% in afternoon trading on July 21, as the company announced the completion of a 1-gigawatt domestic chip capacity center and finalized its acquisition of Zhongke

According to Rich Privorotsky, head of Goldman Sachs' One-Delta desk, the ongoing momentum trading correction in U.S. equities will likely require several more weeks to reach bottom, but the overall stock market shows no signs of systemic risk. Privorotsky's internal momentum models suggest final de

AMC Entertainment and CEO Adam Aron reported record-setting second quarter earnings during the Q2 earnings call, with Aron outlining six strategic moves behind the theater chain's strongest performance in its 106-year history. Aron credited loyalty programs, subscription growth, premium offerings, a

JP Morgan set a $520 price target for aerospace and defense company Moog Inc. (NAS:MOG.A) on the 20th (local time), projecting approximately 32% upside from the closing price on the 17th. Analyst Tomohiko Sano attributed the bullish outlook to expanding demand for missiles and commercial aircraft, n

According to CEO Adam Aron during AMC Entertainment's Q2 earnings call, the theater chain posted its strongest quarterly results in 106 years, driven by loyalty programs, subscription growth, premium experiences, and cost discipline. AMC Stubs loyalty membership surpassed 40 million U.S.

JYP Entertainment's stock halved on July 21 amid earnings concerns, reviving attention to Chief Creative Officer Park Jin-young's past remarks urging investors to "unconditionally buy" the company's shares. Despite slashing target prices, brokerage firms maintained "buy" ratings, signaling

According to CNBC, JPMorgan raised its price target for aerospace and defense contractor Moog (NAS:MOG.A) to $520 on July 20 (local time), implying a 32% upside from July 17's close. Analyst Tomohiko Sano said the company's multi-year transition toward operational efficiency reflects genuine

According to MarketWatch, Wall Street remains deeply divided on whether the three-year AI investment boom represents a bubble and how long the rally can sustain. BCA Research economists Peter Berezin and Arthur Budaghyan argue the U.S. stock market faces a corporate earnings bubble risk, with the S&

According to CLSA, the brokerage assigned 'outperform' ratings to Microsoft and Adobe on July 21, with price targets of $535 and $300 respectively, while asserting that SaaS moats remain durable despite AI disruption concerns. CLSA maintained 'hold' ratings on Oracle (target $145) and Salesforce (t

According to Energy Aspects founder and research director Amrita Sen on CNBC on July 20, oil prices could breach $100 per barrel as shipping through the Strait of Hormuz faces de facto closure and global crude buffer reserves deplete after five months of U.S.-Iran

According to South Korea Exchange, Monami, Hanseong, and Enex surged 210.8%, 141.6%, and 83.8% respectively this month (by July 21) amid a retail-driven patriotic investment momentum. However, these three companies received low governance scores in ESG

According to Yonhap Infomax, South Korea's KOSPI index fell 0.70% to 6,470.36 on July 21, with the decline linked to heightened market volatility driven by single-stock leveraged ETFs. Samsung Electronics and SK Hynix, which account for approximately 50% of KOSPI's market capitalization, have been p

According to Bloomberg, Sinokor Group, the world's largest supertanker owner, offered crew members a bonus equivalent to six months' salary to complete a voyage from Saudi Arabia or Iraq to Oman Bay this week. The round-trip journey through the Hormuz Strait requires approximately one month. The bon

Several key economic indicators are scheduled for release today in Beijing time. At 14:00, the U.K. Office for National Statistics will release May employment data, including ILO employment figures and unemployment rate. At 17:00, the European Central Bank and Germany's Bundesbank will release