Global TradFi & Macroeconomics

According to the Korean Economic Daily, on August 20, Samsung Electronics plans to announce a 150 trillion won shareholder return program, exceeding earlier market estimates of 100 trillion won and marking a potential record for a South Korean listed company. The plan is expected to include stock

Riksbank Governor Tegnell stated on August 20 that recent inflation data may suggest inflation risks, though the central bank remains uncertain about their implications.

Japan's Nikkei 225 and Topix indices rose on August 20, gaining 1.36% and 1.18% respectively to close at 66,216.79 and 4,059.73. The rally followed the US Treasury's announcement of expanded mid- and long-term bond buybacks, which drove down Japanese and US long-term bond yields and redirected

According to a statement from Tajikistan's Ministry of Transportation published this week, the country has applied to import 2.55 million tons of oil and fuel products from Iran. The request includes 2 million tons of crude oil, 150,000 tons of gasoline, 300,000 tons of diesel, and 100,000 tons of a

According to Yonhapinfomax, Japan's Nikkei 225 index rose 890.37 points (1.36%) to close at 66,216.79 on August 20, rebounding after three consecutive trading days of decline. The TOPIX index gained 47.42 points (1.18%) to 4,059.73. The gains followed the U.S. Treasury Department's announcement of e

South Korean financial authorities decided not to abolish correlation coefficient regulations for active exchange-traded funds (ETFs), despite recent cases where multiple ETFs were delisted after outperforming their benchmark indexes. The decision stems from concerns that removing the regulation

According to South Korean financial regulators, on August 20, the Financial Supervisory Service decided to maintain the 0.7 correlation coefficient requirement for active exchange-traded funds (ETFs), rejecting calls to ease or eliminate the regulation. Under current rules, active ETFs must maintai

According to Capgemini economist Harry Chambers, the Swiss franc will strengthen if AI stocks experience mass selloffs, with expected appreciation of approximately 3% versus the euro by end of 2027. The analyst expects the AI bubble to burst next year, which could trigger a resurgence in

EUR/USD broke through 1.17 on August 20, reaching its highest level since May 14. The currency pair advanced 0.21% during the day.

On August 20, SK Hynix announced a 40 trillion won shareholder return plan, driving the KOSPI index up 5.89% to 6852.58. The memory chipmaker committed to buying back and cancelling 40 trillion won of shares within three months and returning over 50% of 2025-2027 cumulative free cash flow. The

Broadcom shares rose 1% in premarket trading on Thursday, recovering from a selloff the previous day triggered by Google announcing a chip deal with Marvell Technology. Investors grew concerned that Google's partnership with Marvell risks Broadcom's position as Google's primary TPU partner,

Broadcom shares rose 1% in premarket trading on Thursday, recovering from a 5% selloff on Wednesday triggered by Google's announcement of a chip deal with Marvell Technology. Investors had grown concerned that the partnership risked Broadcom's position as Google's primary TPU supplier. Cathie

According to Iran's state refiner, the country's gasoline production capacity reached approximately 1.3 billion liters per day on August 20. Most of the refining capacity damaged during recent conflicts has been restored, and ongoing capacity expansions have enabled the

According to ChainCatcher, NetEase (NTES.O) fell 6% in pre-market trading on August 20, based on Gate market data.

According to The Economist on August 18, South Korea's stock market faces heightened volatility due to heavy concentration in Samsung Electronics and SK Hynix, with the two semiconductor giants' dominance amplifying swings in the KOSPI index. The UK-based economic publication noted that global

According to SoSoValue data reported by The Block, U.S. spot bitcoin ETFs recorded net inflows of $517.19 million on Wednesday, August 19, their strongest single day since May 4, with BlackRock IBIT capturing $284.7 million. Bitcoin broke above $69,000 for the first time in two months, reaching an i

Three major Korean securities firms are intensifying competition in the Integrated Management Account (IMA) market as market volatility increases. NH Investment Securities sold out its new 120 billion won product within one day of launching on the 18th, while Mirae Asset Securities announced it

According to Yonhap Infomax, South Korea's National Assembly passed amendments to the Capital Markets Act on August 20, changing merger valuation methods from market prices to fair value that reflects assets and future earnings. The amendments aim to prevent dominant shareholders from deliberately s

According to Economist, NH Investment Securities' newly launched IMA (Integrated Management Account) product attracted 1.2 trillion won in funding on Aug 18, completing its full target in just one day. The N2 IMA1 mid-term 3rd product was originally scheduled to close on Aug 24 but closed early