Global TradFi & Macroeconomics

According to DBS Chief Investment Officer Hou Wey Fook, AI-driven tech stocks represented by Nvidia remain far from a valuation bubble. Nvidia's forward 12-month price-to-earnings ratio stands at just 17x, with market estimates forecasting 2027 earnings growth of 70%. Hou noted the stark contrast to

According to S&P Global Ratings, on October 5, S&P maintained Romania's sovereign credit rating at BBB-, the lowest investment-grade level, easing pressure on the country amid political turmoil. Romania's 10-year government bond yield fell 12 basis points to 7.24%, down roughly 40 basis points

Korean shipbuilding, refining, and electronic component sectors saw Q3 operating profit estimates rise in the past month, while securities firms and memory chipmakers Samsung Electronics and SK Hynix faced downward revisions, according to FnGuide data released October 5. HD Hyundai's Q3 profit estim

According to Bank of America Securities economist Hande Kucuk, Turkish investment funds saw net outflows of 743 billion Turkish lira ($15 billion) in September, with much of the capital flowing into bank deposits amid market turmoil. Bank deposits increased by approximately 950 billion lira from Se

The USD-KRW exchange rate fell to 1,344.00 won at 3:30 PM on October 5 in the Seoul foreign exchange market, down 6.60 won from the previous trading day's close of 1,350.60 won, as trading remained subdued during Korea's substitute holiday for National Foundation Day. The decline tracked movements i

According to Bloomberg, on October 5, Taiwanese electronics manufacturer Foxconn (Hon Hai Precision Industry) reported third-quarter revenue of NT$3.03 trillion (US$95.1 billion), up 47% year-over-year and beating analyst estimates of NT$2.83 trillion (US$88.8 billion). Strong demand for AI

According to Yonhapinfomax, the USD-KRW exchange rate fell to 1,344 won on October 5 as markets observed the Chuseok holiday substitute day in South Korea. The rate declined 6.60 won from the previous Seoul close of 1,350.60 won and touched an intraday low of 1,340 won—the lowest level in one

According to Four Seas Pharma (00460) announcement today (October 5), its subsidiary Meiyan Space has received approval from China's National Medical Products Administration (NMPA) for five new specifications of hyaluronic acid complex solution (Zongyan). The newly approved specifications are 0.75m

According to Jin10, during the first three quarters of 2026, escalating U.S.-Iran tensions and shipping risks in the Strait of Hormuz drove crude oil prices higher on supply concerns. Analysts expect the geopolitical situation to persist through the fourth quarter, with the November U.S. midterm

According to ConocoPhillips CEO, U.S. oil production is expected to exceed 14 to 14.5 million barrels per day if oil prices maintain their current levels.

Hancom (Hangul and Computer) CEO Kim Yeon-su will hold investor meetings in New York and Chicago starting the 12th for about one week to present the company's AI agent platform Nomadian to US active funds. The meetings were requested by approximately 10 US tech active funds after Hancom announced pl

According to the Russian Finance Ministry, September oil and gas sales budget revenue reached 452.4 billion rubles, up from 424 billion rubles in August.

According to data from Jin10 and China Federation of Logistics & Purchasing, China's large commodities price index rose notably in September, driven by both seasonal production strength and improved domestic and global market demand, alongside supply tightness and international price volatility in s

Eurozone producer price inflation rose 1.9% month-on-month in August, matching market expectations. The reading represents an acceleration from the previous month's 1.6% increase.

According to Eurostat, eurozone producer prices (PPI) rose 8.2% year-over-year in August, exceeding market expectations of 7.9% and marking a significant increase from 5.8% in July.

U.S. stock futures traded flat with a positive bias early Monday as of 4:30 a.m. ET, after soft jobs data last week reduced expectations for a near-term Federal Reserve rate hike. Nasdaq, Dow and S&P 500 futures remained subdued, while Russell 2000 futures rose 0.1%. Markets are awaiting the

Mirae Asset Securities is reviewing a plan to cut interest rates on sale proceeds collateral loans from the current 7.95% to as low as 5%, according to industry sources on the 5th. A senior official at Mirae Asset Securities stated the brokerage is considering implementing the rate reduction as

According to Saudi Aramco's CEO on October 5, Brent crude prices would have reached $200 per barrel if the East-West crude pipeline did not exist. The statement reflects the pipeline's critical role in global oil supply and pricing

According to Jin10 Data, Indonesia's Financial Services Authority and central bank are discussing allowing a newly established commodity exchange to conduct transactions in US dollars, according to Sarjito, the exchange's chief regulatory officer, on Monday. Under Indonesian law, all domestic transa