Global TradFi & Macroeconomics

According to Yonhap Infomax, Gaon Cable (000500) supplied power distribution cables worth hundreds of billions of won to SK Hynix's Yongin semiconductor cluster on July 15. This marks the company's expansion from existing supply relationships at SK Hynix's Icheon and Cheongju facilities. The company

According to Newsis citing F&Guide data, South Korea's major brokerages including Mirae Asset, Samsung Securities, NH Investment, Korea Financial Group, and Kiwoom Securities are expected to report record Q2

According to the Korean Exchange, KOSPI recovered to 7,325.25 on July 15, up 6.83% intraday, reclaiming the 7,000 level. The rally was led by semiconductor stocks, with Samsung Electronics rising 5.32% and SK Hynix surging 11.66%, recovering above 2 million won per

According to Caixin, Futu Holdings and its executives Li Hua (founder, chairman and CEO) and Chen Yu (CFO) were sued by shareholders on July 15 in U.S. federal court in New York's Southern District. The lawsuit alleges violations of the 1934 Securities Exchange Act regarding securities fraud and

According to The Block, TeraWulf (WULF) stock fell 7% on July 15 after New York Governor signed a one-year moratorium on large data center construction. The company stated its existing Lake Mariner facility remains operational and development of its new Lake Hawkeye location is

South Korea's Financial Services Commission announced a comprehensive policy package for the second half focusing on KOSDAQ market structural reform and shareholder value enhancement measures. FSC Chairman Lee Eok-won stated the commission will accelerate financial structural reforms to support an i

Top 1% performing investors at Mirae Asset Securities net-bought Samsung Electronics, Simtech, Doosan, and Samsung SDI on May 15 morning, while selling SK Hynix despite its 27% ADR surge overnight. The trading patterns emerged by 11:00 local time May 15, according to data compiled by Mirae Asset Sec

South Korea's Financial Services Commission announced stricter mortgage loan income assessment rules on the 15th during a presidential briefing. The new measures target cases where corporate employees receive large performance bonuses, requiring lenders to calculate debt service ratio (DSR) using a

South Korea's Financial Services Commission (FSC) will maintain its 1.5% annual household loan growth target despite projected GDP increases, FSC Secretary-General Shin Jin-chang stated at a presidential briefing on the 15th. The decision comes as KB Kookmin Bank autonomously reduced its mortgage

According to the Financial Services Commission on July 15, South Korea's KOSPI index has surged 91.9% year-to-date, becoming the top-performing index among major global markets. The market's global ranking also improved from 13th to 7th place by market capitalization, with the

According to KeyBanc analyst John Vinh, Micron's stock target price was raised from $1,600 to $1,750 following a supply chain site visit in Asia. Vinh forecasts that memory market supply constraints will persist through 2027, with DRAM prices expected to rise 15–20% in Q3 and NAND flash memory price

Korean retail investors purchased $690.62 million (approximately 1.04 trillion won) of SOXL, a 3x leveraged US semiconductor ETF, from the 1st to the 14th of this month, ranking it first among overseas stock net purchases, according to Korea Securities Depository data released on the 15th. KORU, a 3

On July 15, South Korea President Lee Jae-myung questioned economic officials on why the country's inclusion in the MSCI Advanced Markets Index has been delayed. Speaking at a 2026 second-half economic ministry briefing, Lee asked Vice Premier Koo Yoon-cheol whether MSCI inclusion could help

According to Shanghai Steel Union, MMLC battery-grade lithium carbonate traded at an early-session midprice of 153,200 yuan per ton today (July 15), down 750 yuan from the previous day's 16:30 closing price.

The KOSPI closed at 6856.83 on July 14, returning to levels last seen on May 4 when it stood at 6936.99, according to Korea Exchange data. While the index appeared flat over the two-month period with a decline of 1.16%, non-semiconductor sectors experienced severe losses, with 21 of 24 sectors

According to Korea Exchange, KOSPI closed at 6856.83 on July 15, reverting to levels not seen since May 4, as non-semiconductor sectors suffered steep declines. Of 24 industry sectors tracked, 21 posted losses over the two-month period, with machinery and equipment down 42.34%, metals down 38.28%, a

According to Wind data cited by Cailian Press, as of July 14, the Huaxia Sci-Tech Semiconductor ETF topped China's ETF weekly net inflow rankings over the past week with net subscriptions of 11.96 billion yuan, outpacing the second-ranked Southern CSI 2000 ETF by 2.768 billion yuan. Among the top 20

According to Bloomberg on July 14, Samsung Electronics officially denied considering American Depositary Receipt (ADR) issuance in the U.S. market, yet company insiders revealed that senior management has directed internal teams to assess the feasibility of ADR listing, including potential costs, be

According to data from the U.S. Labor Department, the dollar-won exchange rate fell 3.90 won to 1,489.10 won as of 9:15 a.m. on July 15, driven by a weaker dollar following softer-than-expected U.S. inflation data. The U.S. Consumer Price Index (CPI) dropped 0.4% month-on-month in June, well below t

According to IBM CEO Arvind Krishna on July 14, the company warned that second-quarter results would miss market expectations as enterprises prioritize capital spending on AI infrastructure—including servers, storage, and memory—while delaying software and consulting purchases. Krishnan noted that w