Global TradFi & Macroeconomics

Ellis Group confirmed its offering price on the 6th and began subscription on the 7th-8th, marking the busiest IPO week in Korea's October calendar despite holidays on the 5th (substitute holiday) and 9th (Hangeul Day). The AI education and cloud service provider offered 2.222 million shares at a pr

South Korea's financial system will implement a token securities system in February, enabling stocks, bonds, and funds to be issued and managed using blockchain technology. The new framework expands the scope of tokenized financial products beyond fractional investments in assets like art and real e

South Korea will officially implement its securities tokenization system in February 2027, according to regulatory announcements, enabling stocks, bonds, and funds to be issued and managed using blockchain technology. The tokenized securities will retain their original nature and remain subject to c

According to Digital Daily, SK Hynix shares traded on October 2 at a significant premium on Nasdaq compared to the domestic Korean market. The semiconductor company's American Depositary Shares (ADS) converted to approximately 2.63 million Korean

According to Guru Club, Iran's central bank injected $2 billion on Saturday, Oct 4, to support the rial amid U.S. sanctions and maritime blockade pressures. The Iranian national television reported that state-owned banks have begun selling up to $2 billion to defend the currency. According to bon-ba

The dollar index (DXY) dropped 0.1% to 101.88 on Friday (Oct 2), yet extended gains for a third consecutive week as support from elevated U.S. Treasury yields and hawkish Federal Reserve expectations offset some dollar weakness. The 10-year Treasury yield recovered to 5.285% following September

KB Securities analyst Im Jae-gyun forecasted that South Korean interest rates will stabilize downward by year-end as the three factors that drove first-half rate increases have largely been exhausted. In a report released on October 4, Im identified growth expectations, inflation concerns, and

According to KB Securities researcher Lim Jae-gyun on October 4, year-end interest rates in South Korea will likely stabilize downward as the key factors driving rate hikes have been largely exhausted. The three major drivers of earlier rate increases—growth expectations, inflation concerns, and

According to Axios, U.S. Treasury Secretary Bessent stated on Saturday that recent Treasury yield increases align with global trends and do not warrant excessive concern. He noted the U.S. is not seeing investors shift from American bonds to German or Japanese debt. Bessent also dismissed concerns a

GS Caltex and other South Korean refiners are gaining prominence as global petroleum product supply disruptions intensify. While Middle East crude oil exports have recovered to 17.5 million barrels per day—98%

According to market analysis, U.S. equity indexes showed mixed performance for the week ending October 2. The Nasdaq Composite rose 0.45% while the S&P 500 fell 0.27% and the Dow Jones Industrial Average dropped 1.26%. The Philadelphia Semiconductor Index gained 3.69%, marking the strongest sector p

Federal Reserve Bank of Cleveland President Hammack said on October 3 the Fed will have sufficient time to evaluate data and determine appropriate policy ahead of the month-end FOMC meeting. "We'll receive substantial information before the meeting's end, ensuring we have ample time to decide on the

South Korea's KOSPI closed at 7003.74 on the 2nd, up 0.46% from the previous session, narrowly holding above the 7000 threshold amid cautious foreign buying ahead of a holiday. The index faces direction-setting factors this week, including Samsung Electronics' Q3 preliminary earnings scheduled for t

LIG Defense & Aerospace, Hanwha Systems, Hanwha Aerospace, and M&C Solution participate in the production of South Korea's Cheongung-II and L-SAM missile defense systems, according to an October 4 defense industry report. Interest in the domestic air defense architecture has intensified following

According to South Korea's defense industry, major listed companies including LIG Defense & Aerospace, Hanwha Systems, Hanwha Aerospace, and M&C Solutions are participating in the development and production of air defense systems such as Chieftain II and L-SAM in response to escalating North

According to South Korea's defense industry, companies developing the Chungung II air defense system and L-SAM long-range surface-to-air missile have seen significant stock gains since March amid heightened Middle East tensions. As of October 2, LIG Defense & Aerospace rose 81%, Hanwha System

According to Guru Club, spot gold prices in yuan fell below 900 yuan/gram on October 3, declining 1% intraday.

On Friday (Oct 2), U.S. President Donald Trump announced the United States will not implement a diesel export ban, reversing his previous stance amid the ongoing Iran-related energy crisis. The announcement came as G7 nations agreed to release a combined 100 million barrels

South Korean ETF investors directed record inflows to US index funds and money market products over the past month, yet the highest returns came from domestic KOSDAQ technology and semiconductor stocks. According to ETF CHECK data released on the 4th, the top fund inflow recipient was KODEX Money

According to Korea Exchange data released October 4, KOSDAQ-focused exchange-traded funds delivered outsized gains over the past month, with top performers rallying 26-32%, while the vast majority of investor inflows—about 5.35 trillion Korean won—flowed into money market and U.S. equity index