Global TradFi & Macroeconomics

South Korea's National Growth Fund approved nearly 2 trillion won in low-interest loans on the 30th to strengthen national strategic industry competitiveness. The Financial Supervisory Commission's fund management deliberation approved 1.3 trillion won for LG Display's OLED new technology

According to SK Innovation, the company reported Q2 revenue of 29.16 trillion KRW and operating profit of 3.49 trillion KRW on July 30, marking a 49.9% year-over-year increase. The operating profit exceeded consensus estimates of 1.68 trillion KRW by 208%, driven by improved performance in

Micron and other US memory stocks declined in overnight trading despite Samsung's bullish quarterly report released Thursday forecasting chip shortages through 2028. Micron dipped 1.3% overnight, with the Roundhill Memory ETF (DRAM) falling 1.3%, while SanDisk and Western Digital each rose 0.2%.

Traders said India's central bank may sell dollars to stem rupee weakness as oil prices rise. The Indian rupee fell 0.1% to 95.73 against the dollar on July 30, earlier reaching a high of 95.5775.

According to Reuters, Samsung said on Thursday that the global semiconductor chip shortage would continue through 2028, with supply constraints expected to worsen in 2027. The world's largest memory chipmaker posted a record quarterly operating profit of 89.5 trillion won (about $64.4 billion), up 1

Chipotle Mexican Grill (CMG-US) reported second-quarter results Wednesday that exceeded Wall Street expectations, with revenue rising 9.3% to $3.35 billion versus analyst expectations of $3.33 billion. Adjusted earnings per share reached $0.33, beating the consensus estimate of $0.32. The company al

K Bank reported second-quarter net profit of 26.9 billion won, a 60% decline from 68.2 billion won in the same period last year, as non-interest income dropped sharply. The digital bank's first-half net profit totaled 60.1 billion won, down more than 28% from 84.2 billion won year-over-year. The pro

International credit rating agency Fitch warned on the 29th that market corrections related to artificial intelligence pose serious credit risks, as the AI industry plays a massive role in driving economic growth and stock markets in major countries. In its Q3 Global Risk Outlook report, Fitch

POSCO International's Australian subsidiary Senex Energy reported Q2 operating profit of 33.2 billion won, a 235% increase from the same period last year, according to the company's Q2 earnings conference call held on the 30th. The surge was driven by production expansion effects at Senex Energy's g

According to its official statement, ASE Electronics Holdings reported Q2 operating profit of TWD 211.3 billion, slightly below market expectations of TWD 212.1 billion. Q2 revenue came in at TWD 1,910.6 billion, exceeding the consensus estimate of TWD 1,887.5 billion. Earnings per share for the

According to BlockBeats, on July 30, trader Ouyang Zhebaiba announced he continues buying SK Hynix ADR with cascading limit buy orders placed in the $94–$122 price range. The trader previously stated that the year's largest trading opportunity has arrived and is executing spot purchases of storage-r

Fitch Ratings published its Q3 Global Risk Outlook on the 29th, warning that AI market corrections pose serious credit risk as the AI industry drives economic growth and stock markets in major countries. The agency cited rapid valuation increases, massive AI investment scale, and

Samsung SDI will begin mass production of prismatic lithium iron phosphate (LFP) batteries for energy storage systems (ESS) at its US facility in October. The company announced during its second-quarter earnings conference call on July 30 that orders secured to date will fill a significant portion o

Ahn Cheol-soo, a lawmaker from the People Power Party, posted on Facebook on May 30 calling three financial officials the 'No-Answer Trio' and urging President Lee Jae-myung to dismiss them immediately. Ahn criticized Kim Yong-beom (Presidential Policy Office Director), Lee Eok-won (Financial

South Korea's National Pension Service disclosed that its fund assets reached 1,849 trillion won as of the end of May, according to an announcement on the 30th. The fund's asset allocation consisted of 29.4% in domestic stocks, 35.2% in foreign stocks, 15.7% in domestic

According to Fitch on July 29, the international credit rating agency warned in its Q3 Global Risk Outlook that AI market adjustments have emerged as serious credit risk factors. The S&P 500's cyclically adjusted price-to-earnings ratio (CAPE) on a 10-year average basis has approached levels seen

According to POSCO International's earnings call on July 30, the company's Australian subsidiary Senex Energy reported a second-quarter operating profit of 332 billion Korean won, up 235% year-over-year. Revenue reached 1,341 billion won, rising 49.4% from the same period last year. Sales volume

As of July 30, 2026, according to Gate market data, Brent crude oil is at $88.69 per barrel, up 4.95% over the past 24 hours; WTI crude oil is at $85.09 per barrel, up 3.88%. Just one trading day earlier (July 29), Brent crude surged 7.91% at the close, finishing at $90.74 per barrel—one of the most aggressive single-day gains since the latest escalation of the Iran–U.S. conflict. On the same day, the Dow Jones Industrial Average plummeted by 1,153.18 points, down 2.19%, marking the largest sing

According to the National Pension Service announcement on July 30, the fund's assets reached 1,849 trillion won as of end-May, with a year-to-date return of 26.18%. Domestic stocks contributed significantly, surging 106.76%, while overseas equities rose 16.13% and alternative investments

Bae Jae-kyu, CEO of Korea Investment Trust Management, posted on Facebook on the 30th that single-stock leveraged products should achieve 'natural death' rather than delisting, reiterating his warning that 'not investing is the best option.' This followed his deletion of a similar post from the 20th