Global TradFi & Macroeconomics

According to Ian Ralby, senior researcher at the Center for Maritime Strategy and president of Auxilium Worldwide, the ongoing U.S.-Iran conflict over the Strait of Hormuz cannot be resolved through military means and is driving up global fuel and food costs. Both sides have the willingness to

According to Morgan Stanley's latest industry report, supply chain signals indicate sustained artificial intelligence demand despite market debate over potential overheating. The firm estimates that the top 14 global cloud service providers will commit nearly $1.3 trillion to cloud infrastructure ca

Domestic experts raised South Korea's economic growth forecast for this year ahead of the Bank of Korea's rate decision meeting on the 16th. The upward revision is driven by the semiconductor supercycle's boom phase, which is propelling both exports and facility investment. Government expansionary f

SK Hynix raised $26.5 billion (approximately 40 trillion won) through an American Depositary Receipt (ADR) issuance on the Nasdaq on May 10 (local time), with payment settlement scheduled for May 14. The South Korean semiconductor manufacturer plans to allocate the funds primarily to domestic

AI industry executives stated this week that demand for artificial intelligence infrastructure remains exceptionally strong, countering concerns triggered by recent chip stock volatility. Pat Gelsinger, former Intel CEO and now general partner at Playground Global, told CNBC on Wednesday that he thi

According to Economist, SK Hynix raised $26.5 billion through an American Depositary Receipt (ADR) offering on July 10 to fund domestic semiconductor investments. The company plans to deploy most of the capital for production facilities in Icheon and Cheongju, as well as extreme ultraviolet (EUV) li

According to Asia Economy's survey of 14 South Korean economists, the country's 2026 GDP growth forecast was raised to 3.0% to 3.7% range on July 12, ahead of the central bank's rate decision on July 16. The median forecast of 3.0% was cited by the most respondents, with 72.7% of participants

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, marking the lowest level since December 2020.

Yang Ji-hwan, Research Center Director at Daishin Securities, stated in a recent interview with Edaily that concerns over AI investment slowdown are overblown and represent a repeated pattern from the past three years. Yang emphasized that adjustments in Samsung Electronics and SK Hynix should not b

According to Wall Street Journal, SK Hynix CEO Guo Lu-zheng stated recently that the memory chip shortage sweeping computer, automotive, and consumer electronics markets could extend beyond 2030. The CEO made the remarks following the company's record-breaking ADR offering in the United

According to Coinglass data, the Crypto Fear and Greed Index currently stands at 25, indicating extreme fear in the market. The index declined to this level on July 12. The 7-day average is 23, while the 30-day average is 19.

According to E-Daily, 19 KOSDAQ-listed companies announced stock mergers by July 10 to avoid the penny stock delisting rule that took effect this month. The rule eliminates shares trading below 1,000 Korean won for 30 consecutive days. However, mergers have proven ineffective; 13 firms that

According to Bank of America, the lender's Bull-Bear Indicator remained at 9.5 as of July 8, triggering its sell signal for the eighth consecutive week. The indicator, which peaked at extreme optimism levels, has historically preceded declines of 2-3% in the global ACWI index

Seoul foreign exchange market participants will monitor the Bank of Korea monetary policy meeting and SK Hynix dollar supply this week from the 13th to 17th. Market expectations center on a base rate increase from 2.50% to 2.75% at the BOK meeting on the 16th, which would be the first hike in 3

The Bank of Korea's monetary policy committee will raise the benchmark interest rate on July 16, marking the first rate hike since January 2023 in a 3.5-year cycle shift. The decision has become nearly certain, though market focus remains on potential back-to-back hikes in July and August and

According to Yonhapinfomax, Remedi, a manufacturer of portable medical X-ray imaging devices, is set to list on South Korea's KOSDAQ market on July 13 at a public offering price of 20,700 won, following a 1,146-to-1 subscription competition rate. HLGeNomics, an active pharmaceutical ingredients

Korean covered call ETF assets reached 26.7655 trillion won as of the 9th, an increase of over 11 trillion won from the beginning of the year (15.1087 trillion won), as investors sought downside protection amid volatile domestic stock market conditions. The capital inflows occurred despite KOSPI

According to the Financial Investment Association of Korea, the margin trading balance reached 37.2 trillion won on July 8, rebounding from a recent decline. The rebound reflects continued buying interest from individual investors in semiconductor stocks despite recent market volatility. The balance

The KOSDAQ market closed at 837.43 on July 10, marking a 13.47% decline over the recent month (June 10–July 10) as it celebrated its 30th anniversary. The underperformance occurred as investor focus shifted heavily toward KOSPI stocks, particularly after single-stock leverage ETFs for Samsung

Korean securities firms are accelerating the adoption of foreign integrated account services. On the 12th, Daesin Securities signed a business agreement with US broker-dealer Alpaca to expand cross-border business and offer domestic stock brokerage services to foreign investors without requiring