Global TradFi & Macroeconomics

According to Asia Economy, on July 14 Truststone Asset Management, Taekwang Industries' second-largest shareholder, sent an open shareholder letter demanding a comprehensive review of the company's value-up plan announced last month. Truststone called for an immediate 5:1 stock split to address

Japan's 30-year government bond yield fell 5 basis points to 3.855% on July 14.

According to SemiAnalysis analyst Ray Wang, Chinese memory manufacturer Changxin Memory (CXMT), which is preparing to go public, lags behind leading competitors by approximately three to four years in HBM (high bandwidth memory) technology, though the company has secured roughly 10% of the DRAM

According to Korea Exchange, Samsung Electronics rose 4.13% as of 10:33 AM KST on July 14. Securities industry analysts noted that the slowdown in memory semiconductor price increases does not signal an industry downturn. Instead, they highlighted the importance of long-term supply agreements

According to Chinese Customs, China's cargo trade imports and exports reached 25.47 trillion yuan in the first half of 2026, up 16.9% year-over-year. Exports totaled 14.73 trillion yuan, rising 13.4%, while imports hit 10.74 trillion yuan, up 22.1%. In June alone, monthly trade volume was 4.78 trill

According to Align Partners Asset Management, on July 14, the company proposed to the boards of JB Financial Holdings and BNK Financial Holdings that they review the strategic and financial rationale for a merger. If combined, the two provincial financial holding companies would create South Korea's

Samsung Electronics and SK Hynix accumulated an estimated combined credit balance of approximately 12.5 trillion won, according to data from the Korea Financial Investment Association covering the period from May 27 to the 10th of this month. This figure represents 1.7 times the total credit balance

According to Korea Financial Investment Association, Samsung Electronics and SK Hynix's estimated combined credit balance reached approximately 12.5 trillion won as of today (July 14), representing 1.7 times KOSDAQ's entire credit financing balance. KOSDAQ's total credit financing dropped 23.4%

According to Citi's monthly tracking report, TSMC's June revenue reached 442.68 billion New Taiwan dollars, up 68% year-on-year, exceeding market expectations. Q2 revenue of 1.27 trillion New Taiwan dollars rose 12% sequentially, prompting Citi to raise TSMC's full-year revenue growth guidance to 35

Intraday today (July 14), LPG futures main contract surged 6.00%, currently trading at 5,188 yuan per ton.

SK hynix Nasdaq ADR shares fell 9.32% on July 14, closing at $152.35; the drop wiped out the 13.1% gain from its first trading day last Friday, and the ADR trading price is now only slightly above the $149 IPO offering price. On the same day, SK hynix’s stock in South Korea’s KOSPI also plunged 15.37%, closing at 1.845 million won. SK hynix ADR closes down 9.32%, Korean stocks fall 15.37% on the day According to reports, SK hynix’s Nasdaq ADR shares closed at $152.35 on July 14, down 9.32% from

South Korean individual investors canceled 72,477 pension savings insurance policies during the January-May period to redirect funds into the stock market, according to data submitted by Rep. Song Eon-seok of the People Power Party from the Financial Supervisory Service and Korea Securities

According to data obtained by lawmaker Song Eon-seok from the Financial Supervisory Service and Korea Securities Depository, retirement savings insurance policy redemptions reached 72,477 cases from January to May 2026, as individual investors increasingly tapped retirement savings to invest in the

According to Jin10 Futures, COMEX gold fell to $4,008.7 per ounce, down 2.55%, on July 13 as geopolitical tensions escalated. According to The New York Times, President Trump stated on Monday that the U.S. would resume naval blockades against Iran following renewed military hostilities,

On July 14, 2026, the US stock semiconductor sector suffered a systemic selloff. The Dow Jones Industrial Index fell 138.37 points, closing at 52,498.64 points, down 0.26%; the S&P 500 dropped 60.05 points to 7,515.34 points, down 0.79%; and the Nasdaq Composite plunged 1.55% to close at 25,873.18 points. Behind all three major indexes closing lower, the memory-chip segment became the hardest hit—the Philadelphia Semiconductor Index tumbled 4.78% in a single day, with all 30 constituent stocks c

According to Jin10, China's commercial space sector stocks dropped sharply today (July 14), with China Satellite, Jueli Rope & Rigging, and Aerospace Power hitting limit down. Other major players including Aerospace Development, Tongyu Communications, Shenjian, China Aerospace Science and

KOSPI stocks rebounded 2.14% to 6952.92 as of 10:01 AM on July 14, recovering from the previous day's 8.95% plunge to 6806.93. The rally was driven by bargain-hunting after the sharp selloff triggered by escalating US-Iran military tensions and concerns over peak memory semiconductor valuations.

According to the Korea Depository Trust & Clearing Corporation, short-term debt (STB) issuance in South Korea reached 990 trillion won during the first half of 2026, surging 90.3% year-over-year. Securities companies led the market, accounting for over 60% of total issuance

According to Asia Economy, South Korea's KOSPI index rebounded 2.14% to 6,952.92 on July 14, recovering from a sharp 8.95% drop the previous day to 6,806.93. The rebound was driven by institutional investor buying amid oversold conditions, as markets reacted to escalating US-Iran military tensions a

Oracle (NYSE: ORCL) stock closed at $132.27 on July 13, down 6% for the day, hitting a 52-week low. The cumulative drop over the past month reached 28%. The direct trigger was S&P Global downgrading Oracle’s credit rating to BBB-, citing customer concentration risk driven by OpenAI and a projected $42 billion free cash flow shortfall in fiscal year 2027. S&P Global’s downgrade rationale: BBB-, OpenAI concentration risk, and a $42 billion shortfall According to the report, the main reasons behind