Global TradFi & Macroeconomics

According to Yonhapinfomax, on August 11, South Korea's Democratic Party committed to accelerating the completion of the Yongin semiconductor cluster through legislative and budgetary support. The party pledged to establish essential infrastructure including power supply, water resources, and

On Monday (August 10), London aluminum futures rose 1% to their highest level since June 23 as hopes for near-term reopening of the Strait of Hormuz faded. Trump presented a new set of demands to Iran, including compensation for related deaths. The hardening stance from both sides signals

According to Zhitong Finance, Kunlun Wanda (300418.SZ) announced on August 11 that it plans to issue overseas-listed H shares and list on the Hong Kong Stock Exchange to accelerate internationalization and enhance overseas financing capabilities. Proceeds will fund AI technology R&D, AI product

Soda ash main contract touched 1000 yuan per ton intraday on August 11, rising over 4% for the day and reaching its highest level since July 27.

According to Xinhu Futures, butadiene (BD) capacity utilization remained depressed at around 63% in August, well below historical averages for the period, as several production units remained shut or postponed restarts until September. Domestic BD inventories have depleted to historically low

According to UBS (via BlockBeats), the firm on August 11 maintained a 'Buy' rating on Micron with a $1,625 price target, implying 85% upside from its August 7 close of $877.57. UBS said that amid persistent supply constraints, HBM consumption is likely to accelerate as Nvidia adjusts VR300

According to RBA Governor Michele Bullock, on August 11, the central bank needs economic growth to slow and labor market tightness to ease.

SD Guthrie's chief executive officer expects crude palm oil prices to remain between 4,600 and 5,000 Malaysian ringgit per tonne for the remainder of 2026.

According to Guru Club, soda ash futures contracts rose 4% intraday to reach 998.00 yuan on August 11.

According to Guru Club, China's coke futures main contract rose 4% during intraday trading on August 11, reaching 1,325.50 yuan.

Shinsegae recorded Q2 2026 consolidated operating profit of 167.1 billion won, exceeding market expectations, the company disclosed on August 11. The result represented a 121.84% year-over-year increase, while consolidated net sales reached 1.7804 trillion won, up 5.11% from the prior year period. T

Hyundai Motor issued internal guidance recently analyzing the impact of ongoing strikes amid labor-management negotiations over wages and collective agreements. The company cited concerns over prolonged work stoppages damaging financial performance and reducing employee compensation. Three partial s

BlackRock head of digital assets Robbie Mitchnick said this week that Bitcoin is beginning to pull away from equity markets, as US spot Bitcoin exchange-traded funds recorded US$853.5 million in inflows for the week to 7 August. The weekly total marked the strongest performance since mid-April,

According to data provider SoSoValue, US spot Bitcoin ETFs took in US$853.5 million in the week to 7 August, their largest weekly inflow since mid-April. BlackRock's iShares Bitcoin Trust accounted for approximately US$693 million of the total. Bitcoin ETFs remain roughly US$4.5 billion in net

Korea Exchange will announce management stock designations after market close on the 12th for approximately 108 Korean stocks that fell below new delisting thresholds. Companies with market capitalization below 200 billion won or stock prices below 1,000 won for 30 consecutive trading days from

According to Bloomberg, Indonesia's Gresik smelter halted operations over the weekend due to a boiler leak and will suspend work for several weeks for assessment and repairs, delaying copper exports. The facility processes ore from the Grasberg mine and supplies major buyers who have been notified o

Wharf Holdings (00004) announced interim results for the period ending June, reporting shareholder attributable profit of HK$48 million, a 91.03% year-on-year decline, with earnings per share of HK$0.02. The company maintained its first interim dividend at HK$0.2 per share and declared a special int

Retail investors in South Korea sold leveraged products and purchased inverse products from the end of last month through the 10th as KOSDAQ surged. During this period, individuals net sold 324.1 billion won in 'KODEX KOSDAQ150 Leverage' while net purchasing 64.8 billion won in 'KODEX KOSDAQ150

iM Securities announced on August 11 that it is issuing 50 billion won in hybrid capital securities to further strengthen its capital base. The issuance is scheduled for August 14 and will be fully acquired by iM Financial Group. Including the 150 billion won issued in July, the total capital

According to its mid-year results announcement, Kowloon Wharf Group (HKEX: 00004) reported a 16.61% year-on-year decline in underlying net profit to HK$1.697 billion for the six months ended June 30. The company's revenue fell 5.73% to HK$5.344 billion. Despite the earnings decline, the group