Global TradFi & Macroeconomics

According to Yonhapinfomax, South Korea's National Pension Service increased its stakes in consumer goods and renewable energy companies in Q2 2026, announced on July 12, while reducing positions in certain semiconductor supply chain firms. Newly entered holdings include cosmetics, retail, and

According to The Block, SK Hynix's tokenized stock launched trading on Telegram's native wallet via xStocks on July 11, following the company's $26.5 billion U.S. listing. The stock rose over 13% on Friday under the Nasdaq ticker SKHYV, enabling users to trade directly within the messaging

According to SoSoValue, HYPE spot ETFs experienced total net outflows of $5.73 million on July 10. Bitwise Hyperliquid ETF (BHYP) led outflows with $3.78 million, while 21Shares Hyperliquid ETF (THYP) saw $1.95 million in redemptions on the

According to PANews citing Xinhua Finance, SK Hynix CEO Kuo Lu-zheng predicted on July 11 that memory chip shortages affecting computer, automotive, and device markets could persist beyond 2030. The executive noted that customers are signing long-term contracts, indicating they expect supply

The USD-KRW exchange rate closed at 1,498.50 won at 6 a.m. Seoul time, down 2.90 won from the previous Seoul trading session close of 1,501.40 won at 3:30 p.m., falling below the 1,500 won level amid yen strength and heightened monitoring by Korean foreign exchange authorities. The rate

According to Yonhapinfomax, USD/KRW closed at 1,498.50 won on July 11, down 2.90 won from the previous Seoul session close and 11.00 won lower than 24 hours prior. The decline came as yen strengthened following remarks from Japanese Finance Minister Katayama Satsuki encouraging expanded domestic

According to E-Daily, Central Daily News submitted a comprehensive self-rescue plan on July 11 after its creditor committee approved a debt restructuring (workout) with 75% of financial creditors in agreement. The restructuring includes a plan to sell the entire 64.73% stake held by Central

Janggle researcher Kim Jun-seong identified the Federal Reserve's rate path and Middle East geopolitical risks as key variables affecting cryptocurrency markets this week. In a recent weekly research report, Janggle diagnosed that risk appetite in crypto markets remained constrained amid an

According to Korea Securities Depository data, South Korean individual investors buying U.S. stocks aggressively purchased semiconductor-related stocks over the past week (July 3-9) as markets dipped. Securities analysts noted that while long-term AI growth prospects remain positive, short-term

According to Jangul research firm, the U.S. Federal Reserve's interest rate path and Middle East geopolitical risks emerged as key variables for crypto markets this week. The Fed held its benchmark rate at 3.50%-3.75% in June's FOMC meeting, while some board members reviewed the need for

According to Yonhap Infomax, South Korea's 3-year government bond futures fell 3 ticks to 103.07 overnight on July 11 amid Iran-related concerns. The 10-year contract declined 24 ticks to 105.81. Trading volumes contracted significantly, with 3-year volumes dropping from 141 to 70 contracts and 10-y

According to ZhitongCaijing, the Hang Seng Index bull-bear warrant ratio stands at 47:53 as of July 11. Bear warrant concentration is heaviest in the 24,600–24,699 range with 724 contracts, up 263 from the previous trading day. Bull warrant concentration is highest in the 23,600–23,699 range with 87

Empery Digital disclosed on July 10 that it sold 1,400 Bitcoin for $87.1 million from May 7 to July 10, representing 48% of its Bitcoin holdings before the transaction. The company used $10 million from the sale to repay outstanding debt on July 7 and plans to fund a $65 million investment for a 25%

According to an SEC filing on July 10, Empery Digital (Nasdaq: EMPD) sold 1,400 Bitcoin for $87.1 million between May 7 and July 10, representing 48% of its Bitcoin holdings. The sales were executed at an average price of $62,200 per BTC. The company used $10 million from the sale proceeds to

South Korea's KOSDAQ market closed at 837.43 on July 10, up 42.42 points (5.47%), yet the index remains below the 1,000-point threshold investors have sought, as the market marked its 30th anniversary on July 1. The small- and mid-cap stock index has underperformed while the main KOSPI board broke t

The Korean IPO market contracted sharply in the first half as regulatory審査 tightening and KOSDAQ weakness combined to reduce new listings. According to Korea Exchange and the financial investment industry, 17 companies completed general IPOs (1 KOSPI, 16 KOSDAQ) in the first half, a 55.3% decline

According to Newsis, on July 11, South Korea's KOSDAQ market has expanded significantly since its launch in 1996, with listed companies growing from 343 to 1,819. However, the index has declined rather than grown, retreating to levels from 10 months ago. This marks a fundamental divergence between m

According to Korea Exchange, 17 new IPOs listed on South Korea's domestic markets in the first half of 2026, a 55.3% decline from 38 companies in the same period last year. Fundraising fell to 1.13 trillion Korean won from 2.21 trillion won, down 48.7%, while market capitalization of new listings dr

According to ZhiTong Finance, Hang Seng Index futures (July contract) closed at 24,238 points, up 80 points or 0.331%, with a premium of 63 points on July 11.

Kiwoom Asset Management launched bond-hybrid exchange-traded funds (ETFs) designed to maximize equity exposure within Korean retirement pension accounts, which currently restrict risky asset allocation to 70% under existing regulations. On the 7th, the firm introduced the 'KIWOOM US Space Tech