Global TradFi & Macroeconomics

According to KOSCOM data, on July 28, South Korean retail investors made net purchases of 731.5 billion won (approximately $565 million) across 14 single-stock leverage exchange-traded funds despite steep market losses. Samsung Electronics and SK Hynix each dropped 13.39% and 14.65% respectively,

KOSPI large-cap stocks fell 30.20% during the July 1-28 period, with the Large Cap Index declining from 9421.19 to 6575.65 points, according to Korea Exchange data released July 29. The top 10 stocks by market capitalization averaged a decline of 24.89%, with eight of the ten posting losses during t

According to Korea Exchange, South Korea's KOSPI large-cap index fell 30.2% in July (July 1-28), surpassing the broader KOSPI's 28.94% decline. The top 10 market-cap stocks averaged a 24.89% loss for the month, with Samsung Electronics down 34.13% and SK Hynix falling 41.51%. The steep declines

On Tuesday (July 28), the U.S. dollar retreated from a month-high, with the Dollar Index (DXY) declining 0.1% to 101.42. Oil prices fell for a second consecutive day, easing inflation concerns as the U.S. and Iran maintained a ceasefire that began over the weekend. Market focus now turns to the

According to CME data, federal funds futures open interest surged to a record 967,136 contracts on Monday, ahead of the Federal Reserve's rate decision on Wednesday. The previous record was set in October 2024, when market expectations around the Fed decision were similarly divided. Data showed open

On July 28 (U.S. Eastern Time), WTI crude for September delivery fell $3.35 per barrel to $79.26, while Brent crude for September fell $4.27 per barrel to $84.09, according to trading on the New York Mercantile Exchange. The decline accelerated amid reports that the United States and Iran are

Samsung Biologics and Celltrion posted record quarterly results in Q2, driving a recovery in Korean biotech stocks despite broader market declines. The KRX Bio TOP 10 index rose 6.92% over the recent week, while the KOSPI fell 10.73% during the same period, according to Korea Exchange data

Hanwha Ocean reported Q2 revenue of 5.4432 trillion won and operating profit of 736.1 billion won, exceeding the analyst consensus of 533.5 billion won by approximately 38%, yet multiple securities firms lowered their target prices for the stock following the earnings announcement on the previous

Park Byung-chang, CEO of MP Partners, rejected semiconductor bubble theories on July 27 in a video posted on YouTube channel 'Sampro TV', citing physical constraints including power, land, and DRAM shortages that make supply excess difficult to determine. Park attributed semiconductor stock

The Korean ETF market recorded its first monthly decline this year as total assets under management fell from 393.7674 trillion won at the end of June to 354.6433 trillion won as of the 26th, according to data from FnGuide on the 28th. The decline coincided with a KOSPI correction that dampened

Bloom Energy (BE) reported second-quarter earnings of $0.78 per share on revenue of $1.07 billion on Tuesday, surpassing analyst expectations of $0.41 per share and $827.02 million in revenue, and raised its full-year 2026 revenue outlook to $3.9-$4.2 billion from a prior forecast of $3.4-$3.8 billi

South Korea's KRX Biotech TOP 10 index, which tracks the 10 largest biotech stocks by market cap, rose 6.92% over the past week ended July 29, according to the Korea Exchange. The biotech index significantly outperformed the broader KOSPI index, which fell 10.73% over the same period. Samsung

According to Financial News on July 27, MP Partners CEO Park Byung-chang attributed recent semiconductor stock declines primarily to supply-demand pressure and margin liquidation rather than deteriorating industry conditions. Individual investor margin balances fell approximately 5 trillion won in J

According to F&Guide data, South Korea's domestic ETF market saw total asset under management (AUM) fall from 393.7 trillion won at the end of June to 354.6 trillion won as of July 26. However, leveraged ETFs bucked the trend, with their combined AUM rising from 24.3 trillion won in late June to 30.

AMD stocks fell approximately 7% on Monday despite announcing a new AI infrastructure partnership with Core Scientific. The agreement gives AMD access to more than 500 megawatts of U.S. data center capacity starting in 2027, with room to expand up to 2.5 gigawatts. The stock decline occurred as

According to the Atlanta Federal Reserve's GDP Now model, on July 28 (local time), the bank trimmed its Q2 2026 real GDP growth estimate to 1.5% annualized quarterly rate, down 0.1 percentage point from 1.6% a day earlier. The latest revision reflects newly released

SK Hynix closed at 1.55 million won on the 28th, marking a 14.65% decline from the previous day and a 46.9% drop from its peak of 2.919 million won recorded on the 22nd of last month. The company is scheduled to announce its second-quarter earnings results and hold a conference call on the morning o

According to News1, on July 29, SK Hynix is scheduled to announce its second-quarter financial results and hold an earnings call as investors await signals on long-term agreements (LTA) and shareholder returns. The stock closed at 1.55 million Korean won on July 28, down 46.9% from its July 22

According to Korea Exchange, Samsung Electronics and SK Hynix are set to announce second quarter 2026 earnings today (July 28), in a report expected to clarify near-term sentiment in South Korean semiconductor stocks. Semiconductor shares have accounted for approximately 80% of recent KOSPI

Gersan Elektrik (BIST: GEREL; OTCQX: GERLF) announced on 07.28.2026 that its shares now trade on the OTCQX Best Market under ticker GERLF. The Turkiye-based industrial manufacturer operates in electrical equipment, energy distribution and electromechanical infrastructure sectors. The Company commenced OTCQX trading to enhance international capital markets visibility and provide U.S. investors with accessible public disclosures and trading information. Gersan Elektrik continues to trade on Borsa