Global TradFi & Macroeconomics

According to a statement from Hong Kong Securities Futures Commission executive director Wu Jialing on Nov 3, the SFC will introduce an "Innovation Pathway" to combine tokenized funds with digital currencies, aiming to enhance liquidity and asset management efficiency. The first batch of tokenized m

In the second quarter of fiscal 2026, CDC Construction Joint Stock Company reported total assets of VND 2,730 billion, of which 51% was receivables, amounting to VND 1,390 billion. Financial expenses rose 2.7-fold, while operating cash flow turned negative at VND 15 billion, mainly due to a sharp 21% increase in receivables since the start of the year. This is a warning sign for the company’s asset management, as its liabilities-to-equity ratio reached 3.3x, a relatively high level in the constr

Apple (AAPL) held its quarterly earnings call on November 2, as investors focused on supply bottlenecks for the iPhone Duo: COO Sabih Khan said that supply of the iPhone Duo is currently constrained and that the company cannot predict when supply and demand will come into balance. Apple’s overall performance this quarter exceeded Wall Street expectations, with revenue of $114.5 billion and iPhone sales of $57.58 billion. iPhone Duo Supply Timeline: Online Order Waits Extend to Late January 2027

According to Jin10, Shanghai gold traded at 847.21 yuan per gram on Tuesday, November 3, early session, trading 1.69 yuan higher than the international gold price of 845.52 yuan per gram.

Khang Dien House Trading and Investment Joint Stock Company (KDH) reported a 96.2% year-over-year decline in net revenue from business operations in its third-quarter 2026 report, to VND 41.4 billion. Revenue from real estate transfers — formerly its main segment — plunged from VND 1,080.2 billion to just VND 25 billion. However, thanks to major financial transactions and the management of financial assets, net profit for the first nine months of the year still rose 50.8% to VND 1,267.7 billion.

According to Jin10 Futures, China's money market sentiment index, as tracked by CNEX, fell to 49 as of 10:15 on November 3, down 1 point from 08:45. The index for large banks, mid-size banks, and non-bank institutions stood at 46, 49, and 51 respectively, each declining 1 point. The index ranges fro

The Seoul Foreign Exchange Market Operating Council held a two-day seminar starting on the 30th of last month to discuss the calculation method for the 4 PM Time Weighted Average Price (TWAP) that will serve as the new benchmark exchange rate starting January next year. The seminar brought

According to Yonhap Infomax, South Korea's foreign exchange authorities are set to finalize the calculation method for the 4 p.m. time-weighted average rate (TWAP) by November, which will replace the current market average rate (MAR) starting January 2027. The Seoul Foreign Exchange Market

Samsung Electronics and SK Hynix announced dividend payments totaling approximately 44.1 trillion won, with Samsung's 30.03 trillion won dividend scheduled for payment on the 27th. The decisions were made on the 29th and 28th of last month respectively, with Samsung's dividend based on a record

According to Yonhapinfomax, Samsung Electronics announced a 30.03 trillion won cash dividend on October 29, with payment scheduled for November 27. The record date was September 30. As of the second quarter, foreign investors held approximately 46% of Samsung's common

According to LG Energy Solution's CFO at its Q3 earnings call on November 3, the company plans to begin sample production of sodium-ion batteries for energy storage systems (ESS) this year, with test product shipments to North American customers expected in 2027. The company also targets mass produ

Bloomberg reported on Nov. 3, citing people familiar with the matter, that The Walt Disney Company plans to review thousands of employees, with some managers asked to cut annual costs by 20%. The sources said Disney will save costs through reviews and spending cuts; CEO Josh D’Amaro plans to reinvest some of the savings in film and television production, technology research and development, and its theme park and cruise businesses. The report on the review plan did not say how many positions cou

According to Benzinga, Wall Street experienced significant sector rotation in October, with technology stocks plunging while investors rotated into consumer staples. The State Street Technology Select Sector SPDR ETF (XLK) fell 8.3% for its worst month since March 2025, while the State Street

According to Odaily, Hong Kong storage concept stocks declined at market open on November 3. Lanqi Technology (06809.HK) fell over 6%, while Ziguang Unisoc (03986.HK) dropped over 3%. Jiangbo Dragon and Weishi Jiajie followed the broader weakness in the

Wellington Altus Chief Market Strategist James Sohn stated in a report on November 2 (local time) that Wall Street is misreading the future and the US Treasury yield curve will steepen sharply. Sohn argued that market narratives ahead of the US midterm elections amount to speculation disguised as an

NVIDIA is set to become Naver's third-largest shareholder through a third-party share allocation priced at 204,500 won per share, with payment scheduled for the 6th. The investment totaling approximately 1.48 trillion won will secure NVIDIA a 4.54% stake in the Korean tech company. The strategic par

According to Jin10, bankers from a state-owned major bank and a national joint-stock bank said on November 2 that the interest rate for stock buyback and equity increase re-lending is expected to decline to 1.6%. The rate is set through financial institutions' add-on points based on the latest re-le

Apple signaled it may boost services revenue through third-party artificial intelligence apps, Chief Financial Officer Kevan Parekh said on Monday's earnings call. The company's services business remains at record levels but faces growing pressure from App Store regulatory challenges and a mobile

According to CoinDesk, tZERO, a US blockchain-based securities infrastructure firm, plans to go public through a merger with special purpose acquisition company FG Imperii Acquisition Corp. The transaction could provide up to US$231 million from the SPAC trust, subject to shareholder redemptions