Global TradFi & Macroeconomics

According to Daishin Securities on September 27, KODEX200 ETF tracking South Korea's KOSPI 200 index surged 80.76% year-to-date through September 20, outperforming all major retail investment vehicles in 2026. The ETF rose from 60,460 won on January 2 to 109,285 won on September 20. West Texas

Samsung Electronics' last purchase date to qualify for its approximately 30 trillion won Q3 cash dividend is the 28th, with the record date set for the 30th. The company announced plans to distribute around 30 trillion won in cash dividends in Q3, including regular quarterly dividends, as part of a

According to Korea Exchange and KOSCOM ETF data, over the past month South Korean retail investors have shifted net purchases toward U.S. equity ETFs as the KOSPI index remained range-bound near 7,000. TIGER U.S. S&P 500 saw the largest inflows at 496.6 billion Korean won, followed by KODEX U.S.

According to Yonhap News, Samsung Electronics' last purchase day for receiving its 3Q cash dividend is Sept. 28, with an expected dividend per share (DPS) of approximately 4,500 won. The 3Q dividend record date is Sept. 30. An investor holding 100 shares would receive 450,000 won before tax, while a

Iran is employing asymmetric warfare tactics similar to North Vietnam's strategy during the Vietnam War to sustain high oil prices, according to DB Securities analyst Kang Hyun-ki. The US-Iran conflict has entered its seventh month, defying earlier expectations of a quick resolution. Kang noted

According to DB Securities analyst Gang Hyun-ki, Iran is prolonging its conflict with the U.S. via asymmetric tactics similar to North Vietnam's Vietnam War strategy, with oil prices expected to remain elevated ahead of the U.S. midterm elections. The analyst noted that sustained high oil prices

According to financial industry sources, Elice, an AI education platform, launched demand forecasting on September 27 ahead of its Kosdaq IPO with an expected valuation of 1 trillion won and estimated offering of 156.4–201.1 billion won. The company plans to expand data center operations in the

According to Libya's National Oil Corporation, the main pipeline connecting Sabratha oil field to Zawiya refinery and export terminals resumed oil shipments on Sept 26 after valve closure for several days. The corporation said it had implemented safety measures to ensure stable crude supply to the r

According to data from Korea Securities Depository on September 27, Korean retail investors held $197.5 billion in US stocks as of September 1-21, approaching the record high of $204 billion set in May. Holdings rebounded from $188 billion in August as the recovery gained momentum. During the

SK Hynix and Hyundai Motor are among Korean companies set to pay approximately 376.8 billion KRW (around 280 million USD) in dividends to foreign investors at the end of the month, according to Yonhap Infomax dividend payment schedules. The payments have drawn attention in Seoul's foreign exchange m

According to Barron's, the 10-year U.S. Treasury yield surged past 5% and 30-year yields reached a 19-year high, prompting "Bond Buffett" Dan Fuss, vice chairman of Loomis Sayles, to recommend investors avoid long-dated bonds. The 5-year Treasury yield has climbed to 5.01%, marking its first

According to Coingecko, on September 27, Bitcoin traded at $84,479, up 0.6% in 24 hours, after retreating from its $87,000 peak reached on September 21. The pullback reflects renewed concerns over U.S. inflation and potential interest rate hikes, despite U.S. spot Bitcoin ETFs recording $2.386

Trading volume for 16 single-stock leveraged and inverse exchange-traded funds based on Samsung Electronics and SK Hynix stocks dropped 92% in the month following stricter deposit regulations implemented on July 31, according to data from the Korea Exchange analyzed by Democratic Party lawmaker

Meta Platforms' stock price surged over 11% on the 21st, adding approximately 280 trillion KRW (about $200 billion USD) to its market capitalization in a single trading day. The surge followed the launch of Muse, Meta's personal AI agent, on the 8th. Unlike traditional AI assistants that provide

Foreign investors sold 12 trillion won in Korean stocks this month, with analysts anticipating a potential October reversal as Micron reports earnings September 30 (local time) and Samsung announces Q3 results early next month. The selloff concentrated in semiconductors, with 5.8 trillion won in

Hans Biomed stocks surged over threefold in approximately one month leading up to October 2 last year, driven by market expectations for its ECM-based skin booster product CellREDM. The stock price climbed from around 7,030 won in early September last year to 21,400 won by October 2. This rally

According to South Korea's financial investment industry on September 27, foreign investors have withdrawn approximately 12 trillion Korean won from domestic equities this month, with heavy selling pressure concentrated in semiconductor stocks including SK Hynix (5.8 trillion won) and Samsung

According to a parliamentary analysis released September 27, trading volumes for 16 single-stock leveraged and inverse ETFs in South Korea fell sharply after deposit requirement increases took effect on July 31. The daily average trading volume for these products dropped 92%, from 12.25 trillion Kor

According to Financial News, Meta stock surged 11% on September 21, fueled by strong market reception to its new personal AI agent, Muse, launched on September 8. The app reached 2.8 million downloads within two weeks and topped the U.S. and Canadian app charts, surpassing ChatGPT to become the

According to Korea Exchange, Han's Biomedics stock surged to 21,400 Korean won on October 2 last year from 7,030 won in early September, driven by expectations for its ECM-based skin booster CellREDM. The stock continued climbing, reaching a record high of 57,000 won in March this year—an