Global TradFi & Macroeconomics

Doosan approved the acquisition of SK Siltron on the 31st, purchasing a 70.6% stake from SK for approximately 2.3 trillion won. The board resolution authorized a stock purchase agreement (SPA) for Korea's only semiconductor wafer manufacturer, a move aimed at securing a sustainable revenue base

According to Yonhapinfomax, Doosan approved the acquisition of SK's 70.6% stake in SK Siltronic on July 31, with the deal valued at approximately 2.3 trillion won. SK Siltronic, established in 1983, is South Korea's sole semiconductor wafer manufacturer, with annual revenue of around 2 trillion won

Chip stocks extended their rally in premarket trading on Friday, with the iShares Semiconductor ETF (SOXX) gaining 3% and the Roundhill Memory ETF (DRAM) advancing 2.4%. The second-day rally followed Amazon and Microsoft announcing increased capital spending to cover higher memory costs as

According to BlockBeats, Michael Burry disclosed on July 31 that he increased short positions in Micron (MU) at an average price of $880, continued to expand short exposure to Nvidia (NVDA), and added short positions in semiconductor ETF SOXX at an average price of $506. Burry also increased long p

The Kospi closed July with a sharp rebound while Bitcoin remained stable near $64,300 despite major security and market developments. South Korean equities recovered as semiconductor stocks including Samsung Electronics and SK Hynix attracted renewed buying, yet Bitcoin showed little reaction to

Japanese stock indices closed higher on the 31st, with the Nikkei 225 rising 2,494.59 points (4.03%) to 64,362.02 and the Topix gaining 50.80 points (1.29%) to 4,003.30. The rally was driven by strong buying in AI and semiconductor stocks

Foreign investors continued selling short-term Korean government bonds on the 31st, marking seven consecutive trading days of net selling through the previous day, according to bond market participants. The selling intensified as rising swap rates eliminated arbitrage incentives that previously

According to JPMorgan's strategy team, on July 29 (local time), South Korea's stock market deleveraging process that began in mid-June has entered its final stage. With valuations compressed by sharp declines and most liquidation pressure resolved, the bank assesses the current market environment as

According to Yonhap Infomax, Japan's Nikkei 225 index surged 4.03%, rising 2,494.59 points to 64,362.02 on July 31. The TOPIX index climbed 1.29% to 4,003.30. The gains were driven by strength in AI and semiconductor stocks following gains in U.S. technology shares. Advantest jumped over 15%,

According to Seoul bond market participants, foreign investors extended their selloff of short-term government bonds on July 31, liquidating positions worth over 1 trillion won across multiple maturities. The sustained unwind reflects the collapse of carry trade incentives, as swap rate spreads

According to Dailian, on July 31, Bitcoin remained flat around $63,878 while South Korean equities staged a sharp rally. The KOSPI index jumped 17.91% to close at 6,595.45, marking its largest single-day percentage gain since the index's inception. SK Hynix surged 29.95% to its daily limit, and

According to Bloomberg, on July 30, hedge fund Situational Awareness faced a margin call that forced it to liquidate most assets overnight on July 29, but was rescued by Citadel within 24 hours. The fund, founded in 2024 by 25-year-old OpenAI researcher Leopold Aschenbrenner, had grown to $45

According to Jin10, Hang Seng Indexes launched the Hang Seng Hong Kong Stock Connect AI Infrastructure Index on July 31. The index reflects the performance of Hong Kong-listed companies accessible through Hong Kong Stock Connect that provide foundational technologies for AI development and

For the first quarter of fiscal year 2027 ending June 28, Canada Goose reported total revenue growth of 10.3% year-over-year to CAD 119 million (approximately RMB 570 million). The wholesale channel surged 66.5% during the period, outpacing the direct-to-consumer (DTC) channel growth of 8.6%.

According to The Economist and Bloomberg, South Korea's KOSPI index tumbled 40.4% from recent highs on July 30, while the KOSDAQ slid 47.6%, with single-stock leverage ETFs recording even steeper losses. Samsung Electronics leverage ETFs plummeted 74.7% and SK Hynix leverage ETFs fell 84.2%,

According to Jin10, China's State Administration of Foreign Exchange released new guidelines on July 31 to refine the management of domestic foreign currency loans. The notice introduces three major reforms: establishing dedicated account management for foreign currency loans, with export-backed loa

Oman's official crude oil price for September stands at $76.36 per barrel, down from $79.09 per barrel in August.

According to Moody's, on July 31, 2026, the agency upgraded Samsung C&T's outlook from Stable to Positive while maintaining the company's A2 credit rating. The upgrade reflects strengthened profitability and cash generation, supported by improving results at Samsung Electronics and growth

According to the State Administration of Foreign Exchange, China's foreign exchange market recorded total turnover of 28.00 trillion yuan (equivalent to 4.11 trillion U.S. dollars) in June 2026. Bank-to-customer market transactions reached 5.18 trillion yuan, while interbank market transactions tota

Hong Kong's second-quarter GDP grew 4.3% year-on-year, according to initial estimates released on July 31, missing consensus expectations of 4.9% and marking a deceleration from the previous quarter's 5.9%