Global TradFi & Macroeconomics

According to Financial Times, global institutional investors began reducing positions in major Asian chipmakers SK Hynix, Samsung Electronics, and Taiwan Semiconductor Manufacturing Company on July 13, citing cycle peak concerns. The shift reflects growing wariness that surging valuations driven

Bond-hybrid ETFs containing Samsung Electronics and SK Hynix stocks significantly outperformed pure stock holdings during the recent one-month correction period from June 12 to July 13, according to Korea Exchange data. Samsung Electronics shares plunged 14.88% while the KODEX Samsung Electronics Bo

According to Zhitong Finance, Zhenjianankang Medical (02697) stock hit HK$500 during intraday trading on July 13, rising nearly 3x from its IPO price, with market capitalization briefly exceeding HK$17.1 billion. The company achieved a fundraising subscription multiple of 682.43x during its IPO and surged 216.96% on its first trading day, with an IPO market cap of HK$14.26 billion. In 2025, the company delivered six surgical robotic systems and generated revenue of HK$12.178 million, compared to

According to Chosun Biz, SK Group Chairman Chey Tae-won said on July 13 that SK Hynix could consider a stock split if there are more shareholder requests. The company's share price reached 1,845,000 KRW on the same day, making it the second-most expensive stock on the Korea Exchange, with gains

Elon Musk's net worth stood at $917 billion as of July 10, 2026, according to Forbes, with the Bloomberg Billionaires Index reporting $913 billion under a more conservative methodology. His personally confirmed cryptocurrency holding is 0.25 Bitcoin—approximately $16,000 at the July 13, 2026 price o

According to Korea Exchange, bond-mixed exchange-traded funds (ETFs) demonstrated relative resilience during a recent market adjustment in South Korea, with losses approximately half those of major chipmakers. Samsung Electronics and SK Hynix both declined by double-digit percentages over the past m

According to Wall Street Journal, Paramount will assume approximately $80 billion in debt following the completion of its acquisition of Warner Bros. Discovery on July 9. The merged entity will face significant financial pressure on major operational decisions, including content investments,

SemiAnalysis published bearish reports on HBM memory and CPO (co-packaged optics) in June, leading to a 13% drop in Micron and broader selloffs in the optical communications sector. Less than a month later, the independent research firm announced a partnership with Tema ETFs to launch products

According to AkzoNobel, on Monday the company rejected Nippon Paint's $86 billion acquisition proposal for its decorative coatings business, stating the offer "significantly undervalued" the unit. The Dutch paint giant's board and management said they continue to recommend proceeding with a

According to its announcement on July 13, Baofeng Energy forecasts net profit attributable to shareholders of 9.3 billion to 10.2 billion yuan for the first half of 2026, representing year-over-year growth of 62.65% to 78.4%. The company attributed the increase to higher global prices for crude

Seven US space-themed ETFs listed in South Korea experienced net outflows of 647.1 billion KRW over one month as of the 10th, with all funds posting negative returns ranging from -5.18% to -40.75%. The capital flight followed a 9.72% decline in SpaceX stock since its Nasdaq listing last month 12th (

According to Bank of America's research report released on July 11, global DRAM revenue is forecast to increase 325% in 2026 to $568.8 billion. NAND revenue is expected to grow 299% to $323.1 billion over the same period, with combined memory revenue reaching $891.8 billion, up 315% from 2025. The p

According to Coscom ETF Check, U.S. space ETFs traded in South Korea experienced net outflows of 6.471 trillion Korean won in the month following SpaceX's June 12 Nasdaq listing, as of July 10. SpaceX shares fell 9.72% from its opening price of $160.95 to $145.30 over the same period. All seven U.S

According to bond investor lawyers, Shinhan Investment Securities failed to fully disclose financial risks when underwriting a 930 billion won bond issuance for JTBC on July 13, despite the company being in a state of complete

Goldman Sachs on July 13 said international investors are underallocated to Chinese artificial intelligence stocks, dismissing views that China's AI sector is in a bubble. The bank noted that China comprises 11% of global AI-related market value and 18% of global AI-related revenue, making it an

According to Iran's General Customs Administration, on July 13, the country lifted export bans on chemical, polymer, and petrochemical products that were imposed during the emergency period. Export restrictions on industrial butter and sulfonic acid remain in

Theme stocks in South Korea surged this month despite a market downturn, with Hansung Enterprise rising over 150% and Monami gaining more than 100% following online stories about corporate goodwill and patriotic sentiment. The rallies occurred as both companies' market capitalizations fell below a n

According to Morgan Stanley on July 13, the investment bank's strategists forecast that U.S. stock gains will extend beyond mega-cap technology companies as other firms report strong second-quarter earnings. The median company in the S&P 1500 Composite Index is experiencing earnings-per-share

According to Korea Exchange data, Hansing Enterprises and Monami surged over 150% and 100% respectively this month, contrasting sharply with KOSPI's 20% decline to 6,780. The gains were driven by positive social sentiment—Hansing for hosting concerts for war veterans, Monami for past boycotts of

US Central Command launched strikes against Iran over the weekend in the third round of military action within a week, targeting Iran's ability to attack commercial vessels. The escalation followed Iranian forces hitting a Cyprus-flagged container ship, prompting Tehran to declare the Strait of