Global TradFi & Macroeconomics

South Korean financial authorities are considering expanding the supply of fixed-rate policy loans, including Bogeumjari Loan and Didimdol Loan, to address the concentration of variable-rate lending in the market. According to financial authorities on the 27th, the Financial Services Commission is d

On Saturday, Michael Saylor, executive chairman of MicroStrategy, outlined a 'bill of digital rights' for the digital economy, proposing five fundamental freedoms: the rights to create and issue digital assets, to hold or custody them, to transfer them, and to use them for spending, investment, or b

According to Financial Times, foreign investors' net purchases of U.S. stocks and funds reached $942 billion in the 12 months through July 26, marking the highest single-year inflow since the U.S. Treasury began tracking the data in 1985. In the second quarter of 2026 alone, foreign investors' net

According to brokerage firms, Samsung Electronics' third-quarter dividend record date is September 30, 2026. Investors must complete purchases of Samsung Electronics common or preferred shares by September 28 to receive the dividend; September 29 marks the ex-dividend date. The company plans to

KODEX200, an exchange-traded fund tracking South Korea's KOSPI 200 index, recorded an 80.76% return from January 2 to September 20, rising from 60,460 won to 109,285 won, according to asset performance data from Daishin Securities released on the 27th. The ETF's return represents

According to Susquehanna analyst Mehdi Hosseini, Micron's earnings report next week will show satisfactory revenue guidance for the current quarter, but will not fully reflect the benefits of Nvidia's new Rubin AI chip platform. Hosseini characterized the upcoming quarter as a "teeter-totter quarter

Single-stock 2x leveraged ETF and ETN products tracking Samsung Electronics and SK Hynix experienced declines of up to 50% over a 4-month period from May 27 through September 23, despite the underlying stocks falling only single-digit percentages during the same timeframe. The leveraged products

According to data from the Korean stock exchange, single-stock leverage ETFs for Samsung Electronics and SK Hynix fell 30-50% over 83 trading days through September 23, while the underlying stocks declined only 4.52% and 9.26% respectively since listing on May 27. The products track daily returns at

South Korea's KOSPI index gained 63.01 points, or 0.90%, to close at 7,080.92 for the week ending September 27, according to local media reports. Domestic institutions drove the rally with 1.7 trillion Korean won in net purchases, while retail and foreign investors net-sold 6.2 trillion and 419.1

According to KB Securities analyst Kim Dong-won on September 22, Samsung Electronics expects HBM4 (sixth-generation high-bandwidth memory) to account for over 60% of total DRAM output in the second half of 2026, expanding to 80% in 2027. The analyst cited Samsung's DRAM inventory at less than 10

KB Securities researcher Jang Moon-jun stated that Korean construction stocks now offer diverse investment opportunities across all companies. According to Jang's analysis, both domestic and overseas business segments have transformed into investment drivers for construction stocks, contrasting

According to Oman's Foreign Minister Badr on September 26 at the UN General Assembly, Oman pledged to continue ensuring maritime safety in the Strait of Hormuz and called on all parties to cooperate in accordance with international law. The statement comes amid ongoing tensions; the strait's

Korea Exchange will publish its first list of low price-to-book ratio (PBR) companies on November 2, marking a new phase in the country's corporate valuation improvement initiative. Companies can avoid inclusion by submitting PBR improvement plans by October 22, receiving a one-year exemption from p

According to Financial News, South Korea's Korea Exchange will unveil its first list of low-valuation companies (measured by price-to-book ratio) on November 2. Companies filing improvement plans by October 22 can obtain a one-year exemption from public disclosure. The measure targets firms

According to MarketWatch, USD/JPY fell 1% on Friday (Sept 26), approaching its largest single-day decline in three weeks. The decline confirmed a technical breakdown as the currency pair broke through a key trend line that had tracked gains since April 2025. A death cross—formed when the 50-day

The South Korean government's surplus tax revenue for this year is projected to exceed 50 trillion won, with the Ministry of Finance and Economy set to announce the revised national tax revenue forecast at the end of this month. The Future Response Fund, established by the government to invest in

Financial investment firms in South Korea announced asset management services and investment benefits for the Chuseok holiday period on September 27. Korea Investment & Trust Management reinterpreted traditional Chuseok table setting principles to recommend four ACE ETFs, while Korea Investment & Se

Trading volume for South Korea's single-stock leveraged and inverse exchange-traded funds (ETFs) based on Samsung Electronics and SK Hynix plummeted 92% following stricter deposit regulations. Daily average trading volume for 16 single-stock leveraged and inverse ETF types fell from 12.25 trillion w

According to South Korea's government, on September 27, the country's preliminary tax surplus for 2026 exceeded 50 trillion won, doubling the initial estimate of 25.2 trillion won. The surplus will be allocated to the newly established Future Response Fund, which is expected to expand to over 200 tr

According to Korea Investment Trust Management, on Sept 27, the firm recommended four ACE exchange-traded funds themed around the traditional Chuseok holiday table arrangement. The AI Semiconductor TOP3+ ETF, positioned as the top performer this year with returns of 131.2%, leads the portfolio. Kore