Global TradFi & Macroeconomics

According to The Fact, global private equity firms invested approximately $37 billion in South Korea by early September 2026, approaching the 2021 record of $41.4 billion, with KKR leading at $3 billion—the firm's highest annual Korean investment. Investment flows are increasingly directed toward ar

According to U優分析, U.S. stock indices rose on Friday, Sept. 26, with the S&P 500 climbing 0.51% to 7,743.41; the Nasdaq gained 0.48% to 27,068.72; and the Dow Jones Industrial Average rose 0.93% to 51,828.62. For the week, the S&P 500 advanced 1.2% and the Nasdaq gained 2%. Microsoft (MSFT-US)

SK Hynix suppliers outperformed the chipmaker's 7.63% stock gain over the past one month, with semiconductor packaging companies averaging 34.39% increases according to an Epic Finance analysis of 49 partner firms. SFA Semiconductor led with a 90.11% surge, driven by SK Hynix's shift to in-house

Korea Investment & Securities and Kiwoom Securities signed business agreements with Naver Pay's unlisted stock platform (Npay 비상장) on 27일 to activate the over-the-counter unlisted stock trading market, according to the financial investment industry. The agreements aim to eliminate account barriers b

According to Epic Finance, SK Hynix suppliers saw their stock prices surge significantly more than the parent company over the past month. While SK Hynix stock rose 7.63%, semiconductor packaging suppliers affiliated with the chipmaker posted an average gain of 34.39% during the same period.

South Korean foreign exchange authorities are considering whether to allow global brokerage platforms to facilitate won trading, following the market's 24-hour opening and expanded participation by Registered Foreign Institutions (RFIs). Currently, foreign institutions must use domestic

According to South Korean foreign exchange authorities, on September 27, regulators are examining whether to allow global currency trading platforms direct access to won transactions as the country pursues further market internationalization. Currently, foreign financial institutions participating a

According to Taiwan's Finance Ministry, the country's integrated circuit exports reached $30.8 billion in August, marking a historical high and the fastest year-over-year growth since 2020. Chips accounted for 37.4% of Taiwan's total exports that month, up from 34.9% in July. Capriole Investments f

Lee Young-gon, Head of Toss Securities Research Center, stated in an interview on the 21st at the company's Seoul office that the key question for the AI investment cycle is whether companies have the capacity to sustain such investments. Lee emphasized that while AI investment needs are clear, the

According to Korea Exchange, KOSPI index closed at 7,080.92 on September 27, gaining 2.71% for the week as AI and semiconductor stocks led gains. The rally was supported by stabilizing international oil prices following reports that Iran offered to reopen the Strait of Hormuz amid reduced supply con

According to Bloomberg, hedge fund Citadel is expanding its Global Quantitative Strategies unit, recruiting roughly 180 quantitative researchers from AI labs including Google DeepMind. The group plans to increase staff at a double-digit rate over the next year. Citadel also launched a systematic

South Korean corporations issued 5.2 trillion won in corporate bonds from September 1-20, 2026, marking a 46.0% decline from 9.6 trillion won in the same period last year, according to Yonhap Infomax issuance-maturity statistics. The decline occurred despite September traditionally serving as a

South Korean bond funds experienced continued capital outflows as of the 22nd, driven by rising domestic and international interest rates and a strong stock market. The largest bond fund excluding money market funds, Korite Asset Management's Korite Select Short-term Bond Fund, held 1.6594

South Korean companies raised $2.65 billion in dollar-denominated bonds this week as rising domestic interest rates pushed issuers toward more competitive foreign funding sources. Korea National Oil Corporation, Korea Development Bank, Hana Securities, and Hanwha Q Cells America Holdings completed i

According to financial data provider F&Guide as of September 27, as of September 21, 55% of 232 South Korean listed companies (127 firms) that received third-quarter operating profit estimates from three or more securities firms revised their forecasts upward from three months ago, while 45% (105 fi

Samsung Electronics and SK Hynix stocks delivered returns exceeding 200% from October 2 (last year's Chuseok holiday) to September 23, according to data from Korea Exchange reported by Yonhap News on the 27th. A hypothetical 1 million won investment in Samsung Electronics reached

Samsung Electronics and SK Hynix stocks delivered returns exceeding 200% from last year's Chuseok holiday to September 23, according to data from Korea Exchange reported by Yonhap News on the 27th. A hypothetical 1 million won investment in Samsung stocks on October 2 last year would have grown to a

Korean banks will begin foundational work for 2025 business planning next month following the Chuseok holiday, according to Yonhap Infomax on September 27. The preparation involves analyzing how interest rate and regulatory changes will affect profitability and reviewing capital capacity for loan ex

According to Korea Exchange data, investors who put 1 million won into Samsung Electronics and SK Hynix stocks on October 2, 2025, would have had 3.16 million won and 3.93 million won respectively as of September 23, 2026, representing returns of 216.15% and 293.3%. The same amount held in bank

According to Yonhap Infomax, on September 27, South Korean banks announced they will begin baseline work for 2027 business plans starting in October, including risk measurement and capital management assessments. Banks are analyzing the impact of interest rate and regulatory changes on