Global TradFi & Macroeconomics

Bitcoin is trading at $63,500 as of this writing, up around 1% on the day, remaining locked in a rangebound pattern that has defined trading since mid-August. The market's inability to break out comes as Jane Street disclosed a $990 million bitcoin ETF stake, while spot ETFs logged back-to-back

According to Bank of America's August global fund manager survey released today, 32% of investors consider the AI bubble the largest tail risk event, while 27% cite disorderly bond yield increases as the second-biggest concern. Meanwhile, 27% of surveyed fund managers are overweighting U.S. stocks r

According to BlockBeats, on August 18, U.S. stock market indices fell in premarket trading as Anthropic's annualized revenue fell short of market expectations. The Nasdaq dropped 0.32%, the S&P 500 fell 0.52%, and the Dow Jones declined 0.51%. Storage and optical communications stocks also came

According to a company announcement, Baibaolong Technology (01861) forecasted a net loss not exceeding HK$16 million for the six months ended June 30, 2026, swinging from a net profit of HK$52.7 million in the same period a year ago. The loss was primarily driven by the absence of HK$14.3 million in

According to its announcement, Meilian Share (02671) expects consolidated net profit of approximately 9.9 million RMB for the first half ended June 30, 2026, down about 84.2% from 62.6 million RMB in the same period of 2025, a decline of approximately 52.7 million RMB. The company attributed the

According to PANews, on August 18, Ant Group announced plans to sell a 3% stake in Indian digital payment and fintech company Paytm for $309 million.

According to Hong Kong Stock Exchange data, on August 13, J.P. Morgan reduced its stake in Luxshare-ICT (2475.HK) by 15.296 million shares at HK$61.98 per share, raising HK$947.89 million. Following the reduction, J.P. Morgan's holding decreased to approximately 31.589 million shares, representing a

Jane Street disclosed over $1 billion in U.S. spot Bitcoin ETF holdings as of the second quarter of 2026, according to the firm's Form 13F filed with the Securities and Exchange Commission (SEC) on August 14. The quant trading firm holds approximately $828 million in BlackRock's iShares Bitcoin

Nvidia announced on Monday that it is providing up to $105 billion in financing for a large OpenAI data center in Ohio. The announcement followed last week's pact with Wall Street firms to pursue $500 billion worth of financing for Nvidia's graphics processing units. The company is leveraging its

According to BlockBeats, on August 18, Nvidia reached agreements with major Wall Street institutions including Goldman Sachs, Blackstone, BlackRock, and Apollo to arrange GPU financing up to $500 billion. The same day, Nvidia announced support up to $105 billion for OpenAI's Ohio data center

According to Guru Club, MSCI Emerging Markets Index declined 0.7% on August 18, ending four consecutive days of gains, with losses led by declines in Samsung Electronics and Taiwan Semiconductor Manufacturing Company. The Emerging Markets Currency Index fell 0.1%, while the U.S. dollar

According to Guru Club, on August 18, coke producers launched their first round of price hikes of 50–55 yuan per ton, with the hikes expected to take effect. Coking coal prices rose significantly across major trading hubs: at Ganqimaodu Port, Mongolia Grade 5 raw coal reached 1,431 yuan per ton

According to Hong Kong Exchange data, on August 14, Fullgoal Fund Management Co., Ltd. reduced its holdings in Sino-Prosperity Materials (06067) by 1.404 million shares at HK$7.2371 per share, totaling approximately HK$10.16 million. Following the reduction, the fund's remaining shareholding

According to Hong Kong Exchange data, GIC Private Limited reduced its stake in Luokung Precision (02475) by 2.461 million shares on August 13 at HKD 61.27 per share, raising approximately HKD 15.077 million. Following the transaction, GIC's holding decreased to 23.6426 million shares, representing a

According to Hong Kong Stock Exchange data, Director Luo Feng increased his holdings in Green Energy Group Ltd. (stock code: 01870) by 750,000 shares at HK$0.194 per share on August 14, with a total investment of HK$145,500. Following the transaction, Luo Feng's total shareholding stood at 50.9275 m

According to Hong Kong Stock Exchange data, Taobao China Holdings reduced its stake in Esen Enterprises Holding (02048) by 4.2753 million shares on August 13 at HK$0.0301 per share, totaling approximately HK$128,700. Following the reduction, the company's total holding decreased to approximately 101

According to Hong Kong Stock Exchange data, BlackRock increased its stake in S.F. Express Holdings (06936) by 394,600 shares at HK$32.441 per share on August 13, totaling approximately HK$12.8 million. Following the transaction, BlackRock's total shareholding in S.F. Express reached approximately 23

According to Zhi Tong Finance, Bright Smart Global (stock code 00327) will distribute an interim dividend of HK$0.08 per share on September 24, 2026.

According to Biel Crystal Electronics' (00327) interim results announcement, the company's profit attributable to shareholders reached HKD 518 million for the six months ended June 30, 2026, up 32.6% year-over-year. Revenue for the period totaled HKD 3.136 billion, an increase of 15.4% year-over-yea

According to Hong Kong Stock Exchange data, on August 13, De-Yung Group (00321) Chairman Pan Binze increased his holdings by 504,000 shares at HK$1.08 per share, for a total of approximately HK$544,300. Following the increase, his total shareholding rose to approximately 774 million shares,