Global TradFi & Macroeconomics

According to Chinese investment bank CITIC Securities, lithium inventory fell this week to its lowest level of the year, with 865,000 tons and a weekly drawdown of 75,000 tons—the 8th consecutive week of inventory reduction. A sample survey of 27 battery manufacturers by Baichuan Yingfu showed Chin

South Korea's National Assembly passed a Capital Markets Act amendment on the 20th that changes the valuation standard for listed company mergers and comprehensive stock exchanges from 'market price' to 'fair value.' The legislative change addresses minority shareholder squeeze-out practices where p

According to the financial investment industry, South Korea's parliament passed a capital market law amendment on August 25 that changes valuation standards for listed company stock exchanges from market price to fair value. The amendment aims to prevent controlling shareholders and private equity f

The Nikkei 225 index opened lower on Tuesday, August 25, declining 358.16 points or 0.55% to close at 65,169.93.

According to Korea Exchange, SPAC (special purpose acquisition company) delistings in South Korea are accelerating as merger targets remain elusive. DaesinBalance SPAC 17, which halted trading last week,

KB Securities maintained a 'buy' rating and 140,000 won target price for Doosan Enerbility on August 25, citing accelerated order timelines in the US nuclear power market. The brokerage attributed the positive outlook to the US Department of Energy's long-lead equipment procurement loan program

According to KB Securities on August 25, the brokerage maintained a 'buy' rating on Doosan Enerbility with a 140,000 KRW price target, implying 91% upside potential from prior close. The outlook reflects acceleration in the South Korean nuclear equipment supplier's U.S. order timeline following the

According to Jin10, ICE canola futures closed sharply lower on Monday, Aug 25, with the benchmark contract falling 3.57% and hitting its lowest level since Aug 7. The November contract declined more than 28 Canadian dollars per tonne. The decline was driven by renewed U.S. tariffs on Canadian

Spot silver rallied 1.00% intraday, reaching $69.64 per ounce.

MicroStrategy (NASDAQ: MSTR), the world's largest corporate Bitcoin holder, sold 18.26 million shares of common stock last week to raise approximately $2 billion, according to a regulatory filing reported by CoinDesk on the 24th (US local time). The company allocated $300 million of the proceeds to

Truist Securities maintained its 'Buy' rating on CoreWeave (NAS:CRWV) and raised the price target from $155 to $165, according to CNBC on August 24 (local time). Analyst Arvind Ramnani attributed the upgrade to CoreWeave's strategic pricing response: the company raised rental prices for all

According to Yahoo Finance, U.S. semiconductor stocks and the broader market's top 10% performers fell an average of 1.6% through midday on August 24, with the top 20 gainers of the year showing even steeper declines of 2.7% on average. Stocks like SanDisk retreated over 7% despite triple-digit year

According to CoinDesk, on August 24, MicroStrategy sold 18.26 million shares last week, raising approximately $2 billion. The company allocated $300 million to its USD reserve fund, used $136.4 million to repurchase 1.43 million preferred shares, and deployed the remainder to a newly established USD

According to CNBC on August 24, Truist Securities analyst Arvind Ramnani raised the price target for CoreWeave (NAS:CRWV) to $165 from $155 while maintaining a Buy rating. Ramnani noted that CoreWeave raised rental prices for all products by 25% in July, offsetting Nvidia's GPU price increases of

Meta Platforms is preparing to launch a consumer AI agent platform internally named 'Hatch' in late August or early September, and a new AI model codenamed 'Watermelon' targeted for October release, The Information reported citing internal documents. The launches represent Chief Executive Mark

iShares Silver Trust, the world's largest silver ETF, increased its holdings by 103.99 tons overnight to a total of 15,399.26 tons.

South Korea's four major financial holdings increased their credit exposure to six major corporate groups by 12.9% over the past year, reaching approximately 109.7 trillion won at the end of June, according to financial sector data. The increase was driven by large-scale investments in defense,

SK plans to sell SK Signet, an electric vehicle charger manufacturer, for a minimum of 75 billion won after investing a total of 510.8 billion won in the company. The sale plan was disclosed through a tender offer filing with the Financial Supervisory Service, with the tender offer conducted from la

KOSPI Stocks fell 3.12% to 6,696.96 on the previous trading day, but Korean securities firms focused on improved market breadth rather than the headline decline. The drop was concentrated in Samsung Electronics, which fell 8.7%, and SK Hynix, which declined 3.4%. Excluding these two stocks, KOSPI

According to Yonhap Infomax, SK plans to sell SK Signet, its electric vehicle charger manufacturing subsidiary, for a minimum of 750 billion won following a tender offer completed on August 24. The company will seek to delist SK Signet and transfer it to a potential acquirer, with Private Equity