Global TradFi & Macroeconomics

According to Goldman Sachs in its latest report released on July 27, South Korea's won is positioned as a key beneficiary currency amid Asia's divergent currency market dynamics driven by AI investment enthusiasm and strong semiconductor exports. The investment bank forecasts South Korea's current a

According to Yonhapinfomax, as of July 27, U.S. 30-year Treasury yields remained above 5% for a 15th consecutive trading day, marking the longest such streak since 2007. Analysts from CCB International said yields hovering around 5% are likely to become more common, reflecting growing investor

According to Jin10 on July 27, Iran's Foreign Ministry Spokesman Baghaei stated that the U.S. initially believed "Iran would collapse and surrender within three days" following the outbreak of war, but months later the U.S. finds itself in a difficult position while remaining proud of its actions. B

According to Odaily, ahead of Changhxin Technology's stock market debut, multiple ETF managers including China AMC and Harvest Fund issued warning notices. The ETFs' Indicative Optimized Portfolio Value (IOPV) includes only the IPO issue

According to Odaily, Liquid Capital founder Li Lihua stated on X that AGPU, a U.S.-listed company, has recently secured over $1.6 billion in contracts with annual recurring revenue (ARR) of $384 million, yet maintains a market cap below $100 million, resulting in a P/ARR multiple of just 0.2x.

According to Yonhap Infomax data, U.S. 30-year Treasury yields broke above 5% for a 15th consecutive trading day on July 27, marking the longest streak since 2007. Economists including Zhao Cliff, chief economist at CCB International in Hong Kong, project that sustained yields around 5% may become a

Hyundai Rotem fell 16.35% on the 27th to close at 132,500 won, marking a 52-week low after reporting second-quarter earnings that missed analyst expectations. The company's operating profit of 232.4 billion won fell 14% below consensus forecasts, despite revenue growth of 13.3% year-over-year to 1.6

According to News1, on July 27, Hyundai Rotem (064350) plunged 16.35% to 132,500 won, marking a 52-week low. The company reported Q2 operating profit of 232.4 billion won, down 9.7% year-over-year and falling roughly 14% short of analyst consensus, triggering a wave of selling pressure in the

According to its earnings announcement released on July 27, Doosan Enerbility [034020] posted Q2 consolidated operating profit of 314.2 billion KRW, up 16% from the prior year period, and revenue of 4.7248 trillion KRW, up 3% year-over-year. Both figures exceeded market consensus expectations,

iM Financial Group reported Q2 net profit of 141.1 billion won, a 9% decline from 155 billion won in the same period last year, the company announced on the 27th. The earnings missed the market consensus of 159.1 billion won by approximately 11%, attributed to increased provisions related to

According to Mizuho Securities, Alphabet raised its 2026 capital expenditure guidance this week, triggering immediate concerns among bond investors about the financial risks of tech giants' accelerating AI infrastructure spending. Corporate bond credit spreads for cloud providers including Alphabet

According to Tradeweb data, UK 10-year gilt yields fell to 4.971%, marking a one-week low.

According to Jin10 Futures, on July 27, pulp futures warehouse inventory stood at 330,382 tons, up 7,894 tons from the previous trading day, while pulp factory inventory remained flat at 20,000 tons. Fuel oil futures inventory fell to 11,960 tons, down 11,050 tons from the prior session. Other

iM Financial Group reported Q2 net profit of 141.1 billion won, down approximately 9% from 155 billion won in the same period last year, the company announced on the 27th. The decline was attributed to increased costs including education tax rate changes implemented this year, higher loan loss

The KOSPI index closed up 0.97% on the 27th, gaining 65.13 points to finish at 6,755.75, driven by strong buying from individual and institutional investors. Individual investors net purchased ₩1.9787 trillion worth of stocks, while institutions bought ₩859.4 billion, offsetting ₩2.8808 trillion in

According to Korea Exchange, KOSPI rose 1.73% to 6,806.27 points on July 27, opening higher before declining during the session to a low of 6,557.39. The index faced sustained selling pressure from foreign investors, who executed net sales of 2.8 trillion won, limiting gains for the day. KOSDAQ

According to Edaily Market in, on July 27, a board member of Kospi-listed Unichem (011330) was accused of embezzling 1.5 billion won. The executive subsequently disappeared with an additional 8 billion won in television production funds, raising further investigation

According to Yonhapinfomax, iM Financial Group reported Q2 2026 net income of 141.1 billion Korean won on July 27, down 9% from the prior year period of 155 billion won and 11% below consensus analyst expectations of 159.1 billion won. The decline was attributed to increased provisions and

According to OKX's official announcement, the exchange launched four USD-margined X-Perp contracts on July 27, 2026, with staggered opening times across web, app, and API: HOODUSD UM at 18:00 UTC, QCOMUSD UM at 18:15 UTC, COINUSD UM at 18:30 UTC, and PLTRUSD UM at 18:45 UTC.

Samsung Electronics and SK Hynix leveraged exchange-traded funds (ETFs) surged on the Korean stock exchange on May 27 following confirmation of collaboration expectations at the AI Summit over the weekend. KODEX SK Hynix single-stock leverage ETF closed up 6.61%, while TIGER SK Hynix single-stock le