Global TradFi & Macroeconomics

According to Morningstar analyst Jing Jie Yu on July 14, the firm maintained its fair value estimate for SK Hynix ADRs at $160 per share, deeming the valuation reasonable after assessing long-term cyclical risks. Morningstar projects SK Hynix's EBITDA to reach 317 trillion Korean won in 2026

Hong Kong's Hang Seng Index fell 127 points or 0.53% to 24,086 points as of 10:52 a.m. today, after plunging over 300 points and dipping below the 24,000 level earlier due to rising geopolitical tensions in the Middle East and higher U.S. Treasury yields. The National Index dropped 41 points or 0.52

According to Mirae Asset Securities, the top 1% earners among its stock traders bought Samsung SDI most on July 14 morning, as the stock fell 5.45% to 416,000 won. The dip follows a 15% decline this month after the company's peak of 712,000 won in April. Yuanta Securities expects Samsung SDI to

According to ChainCatcher, Ark Invest increased its stake in SpaceX by 153,249 shares worth approximately $21.32 million and boosted its Block position by 71,618 shares worth approximately $5.63 million.

According to Hyperinsight monitoring data, a whale address starting with 0xdcc opened a short position on Brent crude (BRENTOIL) on July 14 at 02:08 UTC with 18,452.29 contracts at an average price of $82.348, representing a notional value of approximately $1.52 million. The position was

According to Morgan Stanley's July 13 report, CPO adoption in Scale-Up networks is expected after 2029, with only limited deployment in 2028. Market concerns about CPO delays are overblown; the technology requires rebuilding supply chains for packaging, optical engines, and lasers, with Nvidia's

Hanwha Asset Management disclosed its second-half target date fund (TDF) investment strategy on the 14th, announcing plans to expand investments in semiconductors and AI infrastructure while reducing concentration risk in US large-cap technology stocks. The asset manager will increase allocations to

Hana Asset Management unveiled its H2 operating strategy for the LIFEPLUS target-date fund on July 14, aiming to expand AI investment gains while reducing concentration risk in large U.S. technology stocks. The firm plans to increase allocations to semiconductors and AI infrastructure, while

In June 2026, China imported 112.69 million tons of iron ore and iron ore concentrates, up 6.4% year-over-year, according to official customs data.

China imported 13.547 million tons of soybeans in June, marking a 10.5% increase year-over-year, according to customs data.

According to South Korea's Finance Ministry, the country raised its GDP growth forecast for 2026 to 3.0%, up from a previous estimate of 2.0%.

SK Hynix's American Depositary Receipt (ADR) on Nasdaq fell 9.32% to $152.35 on July 13, wiping out most of the gains from its debut two days earlier. The stock opened at $170 on July 10, surging 12.76% on its first trading day, but retreated by approximately 82% of those gains in the following

According to Mirae Asset Securities, on July 14, the brokerage cut its operating profit forecast for SK Hynix's second quarter to 62.3 trillion Korean won from 70.7 trillion won, a 12% downward revision. The adjustment was driven by

According to China's General Administration of Customs, the country imported 17.43 million tons of refined oil in the first half of 2026.

According to China's General Administration of Customs, the country exported 23.593 million tons of refined oil products during the first half of 2026.

China's June exports grew 20.8% year-over-year in yuan terms, accelerating from 13.8% in the previous month, according to official statistics.

China's June trade surplus, measured in yuan, reached 859.05 billion yuan, up from 723.98 billion yuan in May.

China's trade surplus in June reached $125.62 billion, up from $105.43 billion in May, according to official customs data.