Global TradFi & Macroeconomics

Taiwan's banking, securities, and insurance sectors recorded total mainland China exposure of approximately 792.399 billion TWD as of May 2026, according to data released by the Financial Supervisory Commission (FSC). The figure represents a monthly increase of 2.85 billion TWD but remains 4.3%

According to iNews24 citing South Korea's Financial Supervisory Service, on July 24, Hanwha Asset Management has faced delays in its exit from Lemon Healthcare as the stock plummeted below 50% of its IPO price just one month after the company's July 6 listing. The asset manager had already

According to Windward Maritime Analysis on July 23, two tankers near the Strait of Hormuz are suspected of leaking oil, with satellite imagery revealing spillage patterns drifting toward Iran's Larak and Qeshm islands. The eastern tanker is the Kavo Malias, which caught fire following an attack near

Bank of Korea Governor Shin Hyun-song published a 2003 academic paper titled 'Beauty Contest and Cyclical Expectations in Asset Markets' that formalized John Maynard Keynes' metaphor comparing asset markets to beauty contests. The paper used microeconomic and mathematical models to demonstrate that

Hyundai Mobis disclosed on July 23 that its Q2 2025 consolidated operating profit rose 12.09% year-over-year to 975.2 billion won, while revenue increased 2.44% to 16.3247 trillion won, marking a quarterly record. The aftermarket service (A/S) business drove profitability despite weak production

According to Taiwan's Financial Supervisory Commission, the financial sector's exposure to mainland China (banks, securities firms, and insurers) rose to approximately TWD 792.4 billion by the end of May 2026, up 2.85 billion from the previous month, marking a nine-month high. The increase was

According to Reuters and Bloomberg, Trump Media and Technology Group (TMTG) will officially launch Truth API on August 1, offering paying subscribers microsecond-faster access to posts from President Trump and Vice President JD Vance at a monthly fee of $100,000. At least five high-frequency

According to BlockBeats, MaxLinear reported on July 24 that its fiscal Q2 revenue reached $169 million, up 55% year-over-year. The company posted net income of $2 million (compared to a loss of $52 million in the prior year), with diluted earnings per share of $0.02. Non-GAAP net income surged to $3

The Korean won strengthened sharply against the US dollar over 17 trading days, with the KRW-USD exchange rate falling from an intraday high of 1,559.20 won on the 1st to 1,465.10 won, despite rising dollar index and USD-JPY rates. Market analysts

The South Korean won's real effective exchange rate (REER) fell to 83.06 in June, marking its lowest valuation since March 2009, according to data released by the Bank for International Settlements (BIS) on July 24. The decline represents the fifth consecutive monthly drop from January's 87.02

Foreign investors in Korean stocks shifted to net selling during the May 24 opening session after purchasing 5.57 trillion won across four consecutive trading days from May 20 to May 23. As of 9:50am on May 24, foreigners net sold 846.3 billion won on the KOSPI while the index traded at 6854.73,

The U.S. Securities and Exchange Commission (SEC) announced on July 23 that it will hold a public meeting on September 17 at its headquarters in Washington, D.C. to discuss the transition of U.S. stock markets to 24-hour trading. The agenda will cover preparations for overnight trading, 24-hour market operations and resilience, as well as expanded opportunities and challenges. Nasdaq began consulting with U.S. regulators in March, aiming to launch 24/5 stock trading in the second half of 2026. D

Hong Kong's Hang Seng Index opened down 278 points, or 1.1%, to 24,932 points today, while the National Index fell 94 points to 8,257 points and the Tech Index declined 87 points to 4,611 points. Tech giants led the decline, with Alibaba shares falling 3% to 111.5 Hong Kong dollars, followed by

According to data from Yonhapinfomax, the Korean won weakened sharply against the dollar on July 24, falling to 1,465.10 won after reaching 1,559.20 won on July 1, marking a 94.10 won decline over the period. Meanwhile, the dollar-yen rate rose to near 164 yen, and the dollar index climbed

According to the Bank for International Settlements (BIS), South Korea's won reached its lowest real effective exchange rate (REER) in 17 years in June, sliding to 83.06. This marks the weakest level since March 2009 during the global financial crisis, with the currency declining for five

According to IG Australia analyst Tony Sycamore, the Japanese yen hit a 40-year low against the US dollar on Thursday (July 24), approaching the closely-watched 165 level. The yen has declined approximately 0.9% this week, marking its worst performance since May after Japan's record-scale foreign

Tesla reported a 17% year-over-year decline in Q2 adjusted net profit to $1.2 billion, significantly missing the $1.9 billion market estimate, while its stock fell 14.5% to $319.69 on July 23 (local time), erasing $215 billion in market capitalization. The profit decline resulted from aggressive

LS Securities faces a 7.01867 billion won lawsuit filed by foreign investor A at Seoul Southern District Court on the 15th of last month over fraudulent stock sale orders. The investor claims LS Securities executed unauthorized orders from a third party impersonating A via email from July 2025 to

The US Securities and Exchange Commission announced it will host a public roundtable on Sept. 17 to discuss moving toward 24-hour trading in US equity markets. SEC Chair Paul Atkins stated the regulator is moving toward a new day and night in US equity markets with the expansion to overnight trading

Hanwha Solutions completed its rights offering subscription on May 22-23, securing a 102.68% subscription rate with 54,418,541 shares subscribed against a target of 53 million shares. The company announced on May 24 that the offering will raise ₩1.171 trillion at a final issue price of ₩22,100 per s