Global TradFi & Macroeconomics

South Korea's National Assembly Policy Committee Law Review Subcommittee 1 recently passed a capital market law amendment reintroducing the mandatory tender offer system for corporate M&A transactions. The system, originally introduced in 1997 and abolished in 1998 during the Asian financial

South Korea's parliamentary committee passed a capital markets law amendment on September 25 to reintroduce mandatory tender offer requirements, a protection mechanism for minority shareholders during M&A transactions. Acquirers holding 25% or more of a listed company's shares must offer to buy shar

NYMEX natural gas futures fell 4% to around $3.156 per million British thermal units during the Asia-Pacific session open on Friday, September 24.

China's Ministry of Commerce announced today that the eighth round of US-China trade negotiations has reached multiple areas of consensus. Concurrently, US Federal Reserve officials indicated that inflation remains a challenge and suggested another rate increase before year-end is warranted,

KB Securities analysts recommended refocusing on semiconductor stocks on the 25th as long-term interest rates showed signs of stabilization. Analyst Kim Min-gyu stated that with interest rate increases temporarily calming long-term rates, now is the time to pay attention to semiconductors again,

According to KB Securities research report on Sept 25, AI infrastructure investment is shifting from graphics processing units (GPUs) to central processing units (CPUs) and memory, potentially boosting Samsung Electronics and SK Hynix's strategic valuations as core AI infrastructure assets. KB Secur

According to South Korea's financial authorities, foreign investors will be permitted to directly invest in domestic ETFs and ETNs through unified accounts beginning January 1, 2027. The measure expands the scope of foreign unified accounts, previously limited to individual stocks. Leveraged and inv

CleanSpark's unencumbered Bitcoin holdings have moved above 10,500 BTC, marking a balance-sheet milestone for the mining company. The reserve reflects accumulated holdings rather than one month's production, highlighting the miner's strategy of retaining a meaningful share of mined Bitcoin. This

According to CleanSpark, the mining company's unencumbered Bitcoin holdings have reached 10,500 BTC. The figure represents accumulated holdings rather than a single month's production output. This balance-sheet milestone reflects CleanSpark's strategy of retaining a significant portion of mined Bitc

According to Odaily, ARK Invest announced the tokenization of its $1.3 billion ARK Venture Fund (ARKVX) through Securitize, marking the company's first fund formally deployed on blockchain. The fund, which actively manages investments in tech companies across private and public markets, holds

According to French President Macron, on September 24, France proposed convening a Group of Seven meeting to discuss releasing strategic petroleum reserves to stabilize international oil prices. Macron made the announcement during interviews with two French television

According to Guru Club, Akamai Technologies announced a seven-year partnership with Anthropic on September 25 valued at $11.6 billion, with an option to expand the agreement by up to $9 billion, bringing the potential total commitment to approximately $20 billion. Through its distributed AI

According to a Fox News interview, Iran's President Pezeshkian on September 25 denied that Iran has closed the Strait of Hormuz and reaffirmed willingness to advance an agreement with the United States. When asked what concessions Iran might make in negotiations, Pezeshkian stated: "We have indeed r

A working group comprising Korea Exchange, Korea Securities Depository, and Korea Financial Investment Association plans to finalize a roadmap by next month to shorten the Korean stocks settlement period from T+2 to T+1. The T+1 system reduces the time between trade execution and actual exchange

According to Yahoo Finance, Oracle issued a force majeure notice on Thursday for Project Jupiter, a 2.45 GW data center facility in Doña Ana County, New Mexico, sending the stock down 3.5%. The notice delays payment obligations if the facility fails to become operational by 2028. The project is

According to Wall Street Journal, the U.S. Senate rejected a resolution limiting President Trump's war powers against Iran on September 24, voting 50-49, with four Republicans joining Democrats in support. The measure would have required the president to withdraw military personnel from hostile

First Solar (FSLR) fell over 10% on Thursday to a new 52-week low, its worst session since early June. The drop followed a 4% decline on Wednesday and was driven by slower booking visibility, reduced analyst price targets, and trade policy uncertainty. The stock is down 12% this week, on track for i

South Korean investors are turning to parking-type financial products ahead of the Chuseok holiday market closure, as securities firms recommend these instruments for managing short-term funds. The shift comes amid an extended market shutdown during the holiday period and tightened regulations on hi

According to GLJ Research and Roth Capital, First Solar, the largest U.S. maker of thin-film solar panels, fell over 10% on Thursday and hit a new 52-week low amid slower booking visibility and lower analyst targets. GLJ Research cut its price target on FSLR to $250 from $314.43 while maintaining a

Samsung Electronics stocks closed at 285,500 won on the last trading day before the Chuseok holiday, up 3.28% according to Korea Exchange data from the 24th. The stock had dropped to the 240,000 won range on the 14th of this month before rebounding over 14% across 7 trading days. Foreign investors r