Global TradFi & Macroeconomics

Korean listed companies show a widening ESG disclosure gap as of 2025, according to Kim Yun-hee, an analyst at the National Assembly Budget Office. Among 801 KOSPI-listed companies analyzed, only 222 companies (27.7%) disclosed ESG information, with top-tier firms by asset size achieving a 76.2% dis

According to Valor International, a farm in Paraná, Brazil recently secured a $20,000 loan by tokenizing a herd of 10 cows as collateral, marking the first transaction of its kind registered with B3, the country's main stock exchange. The farmer received a Financial Rural Product Note (CPR-F)

According to Jin10, German industry groups including the German Chamber of Commerce and Industry and the German Wholesale and Foreign Trade Association criticized U.S. tariff measures on July 24 for increasing business uncertainty. Trade official Volker Treier stated that frequent policy shifts

According to Citrini analyst Jukan (citing ZDNet Korea analysis), Samsung Foundry has received surging inquiries for 3D IC technology, with nearly every potential customer asking about the technology as of July 25. However, Jukan notes that 3D IC is essentially custom-designed DRAM and

According to Hong Kong Exchanges and Clearing, Puqi Pharma (Beijing Puqi Pharmaceutical Technology Co., Ltd.) resubmitted its IPO application to the Hong Kong Exchange's Main Board on July 24, 2026, with China International Capital Corporation and Min Bank Capital as joint sponsors. The company

According to Hong Kong Exchanges and Clearing (HKEX) disclosures on July 24, security services provider Arrano International Holdings Limited filed a listing application with the GEM market, with Cheung Sheng Finance as the sole sponsor. The company provides security guard services and electronic se

According to Houthi spokesman Muhammad Abdulsalam, the organization's maritime blockade against Saudi Arabia is the first step of a broader action plan, according to reporting by Al Jazeera on July 25. Abdulsalam accused Saudi Arabia of turning to military and economic measures after failing in

The Economist criticized South Korean individual investors on July 23 for using leveraged exchange-traded funds (ETFs) aggressively, likening the market behavior to casino gambling. The publication highlighted rapid gains and losses in South Korea's stock market in early 2025, describing retail inve

According to Farside data, yesterday (July 24), U.S. spot Bitcoin ETF saw net inflows of $240.1 million. Meanwhile, U.S. spot Ethereum ETF recorded net outflows of $70.7 million during the same period.

According to Barron's, ARK Invest purchased approximately 160,000 Tesla shares on Thursday (July 24) through four of its ETFs, including ARK Innovation ETF, ARK Space & Defense Innovation ETF, ARK Next Generation Internet ETF, and ARK Autonomous Technology & Robotics ETF. The purchase came after Tes

According to BlockBeats, as of July 25, Trump's administration has grown frustrated with the Iran conflict, which has now entered its fifth month with no clear resolution in sight. The military operations, originally expected to last weeks, have continued uninterrupted for 13 consecutive days,

SK Group announced partnerships with NVIDIA, Microsoft, Anthropic, and Amazon Web Services for AI infrastructure development at the K-AI Summit held at the Fairmont Hotel in San Francisco on July 24 (local time). The collaborations include building an AI factory with up to 2 gigawatts capacity and e

According to Greek security officials, on Saturday, an air defense system operated by Greek military personnel in Saudi Arabia intercepted two ballistic missiles fired from Yemen. The missiles were targeting an oil refinery in

According to Iran's Press TV, Yemen's forces attacked a Saudi oil refinery, triggering widespread fuel queuing at gas stations across Saudi Arabia. The incident led to large-scale fuel shortages, prompting consumers to queue for fuel across multiple locations in the

According to BlockBeats, on July 25, crude oil prices approached the $100/barrel psychological threshold amid escalating tensions in the Middle East. The U.S. Strategic Petroleum Reserve (SPR) has declined to 311 million barrels—the lowest level since 1983—limiting policy options available to the

According to BlockBeats, Nasdaq-listed Tron Inc. announced on July 25 that it purchased 150,517 TRX at an average price of $0.3322, further expanding its TRX treasury. Following this increase, the company's total TRX holdings surpassed 706.7 million

According to market observers, record capital expenditure on AI infrastructure by Alphabet, Amazon, Meta, and other cloud giants is raising credit concerns this week. Corporate bond credit spreads have widened notably, and credit default swap premiums are rising across the sector, signaling debt

The Economist published a report on May 23 (local time) comparing Korean retail investors to 'impulsive gamblers' and warning about aggressive leveraged trading in Korean stocks. The British financial publication highlighted that the KOSPI index tripled since early 2025 but declined

According to Morgan Stanley, SpaceX's stock falling to $100 per share would imply the market values its AI business at zero. The company went public in mid-June with an $86 billion valuation and hit a low of $110.85 this week, down 18% from its IPO price. The bank issued a $300 per-share price

South Korean investors bought a net $2.53 billion in US stocks from day 1-23 of this month, four times the prior month's $632.96 million. Data from the Korea Financial Investment Association and Korea Securities Depository showed the sharp increase coincided with South Korea's KOSPI market