Global TradFi & Macroeconomics

According to South Korea's Korea Exchange, during September 4 to October 6, half of the top 10 stocks by individual net purchases recorded negative returns, despite retail investors diversifying away from semiconductor

According to Daeshin Asset Management, the firm launched the Daeshin Shareholder Return High Dividend Fund on October 6, an equity fund targeting South Korean companies with strong shareholder return policies yet relatively undervalued stock prices. The fund analyzes both companies' shareholder ret

According to Guru Club, WTI crude oil futures fell 2% to $87.64 per barrel on October 6. Brent crude futures declined 1.48% to $98.835 per barrel.

The Bank of Japan (BOJ) reaffirmed its commitment to continue raising policy rates and adjusting the degree of monetary easing based on economic, price, and financial conditions. BOJ Governor Ueda Kazuo stated on the 6th at Japan's National Securities Conference that the central bank will continue r

According to BOJ Governor Ueda Kazuo's statement on October 6, the Bank of Japan reaffirmed its commitment to continue adjusting the degree of monetary easing in response to economic and price developments. The policy rate remains at approximately 1.25%, set in September to achieve the 2% price

According to Zhitong Finance APP, HSI Night Futures (October contract) opened at 24,259 points on October 6. As of 17:01 Beijing time, the contract stood at 24,283 points, up 27 points or 0.111%, trading at a 2-point premium. Trading volume reached 83

According to Truist Chief Strategist Keith Lerner, the S&P 500 has historically posted positive returns in the year following midterm elections since 1946, with an average gain of 14.4%. The index also typically performs strongly in the fourth quarter of midterm election years, averaging a 6.6%

According to the announcement, Bank of China Aviation Leasing (02588) will distribute an interim dividend of HK$1.4116 per share on October 14, 2026.

Intel, AMD, Micron, SanDisk and the iShares Semiconductor ETF slipped in premarket trading on Tuesday, declining between 0.1% and 0.7%, while Nvidia bucked the trend with a 0.7% gain. The pullback followed a sharp rally at the start of October, with SOXX advancing for five straight sessions and Nvid

U.S. stock futures advanced early Tuesday following record gains in technology equities. As of 4:00 a.m. ET, Dow futures rose 0.5%, while Nasdaq, S&P 500 and Russell 2000 futures each rose 0.2%. Constellation Energy shares surged 3% in premarket trading after reports the company is nearing a multi-y

On Tuesday, chip stocks including Intel, AMD, Micron, and SanDisk slipped between 0.1% and 0.7% in premarket trading after a sharp rally at the start of October, while Nvidia gained about 0.7%. The iShares Semiconductor ETF (SOXX) declined following five consecutive days of gains and Nvidia's

According to Truist Chief Strategist Keith Lerner and FactSet data, as midterm elections approach in early October 2026, U.S. equities historically deliver strong post-election gains. Since 1946, the year following each midterm election has produced positive returns, with an average post-election ga

Korea Economic TV, in collaboration with financial data provider FnGuide, analyzed Q3 operating profit forecasts for 273 listed companies, projecting total operating profit of approximately 254 trillion won—more than triple the figure from one year earlier. The earnings season begins on the 8th with

According to Seoul Economics Daily, South Korea's finance ministry gathered opinions today (October 6) on restricting offshore investment banks from underwriting foreign currency bonds issued by domestic companies. A survey was distributed via the Financial Investment Association to foreign

According to Korean Economic TV's analysis conducted with financial data provider F&Guide, 273 listed Korean companies are forecast to report Q3 operating profit of approximately 254 trillion won, surging over 3 times year-over-year when Samsung Electronics kicks off earnings on October 8. The

According to Newsis, Alteogen's board approved on October 6 the absorption of subsidiary Alteogen Biologics through a small-scale merger. The company will issue 600,047 new Alteogen shares to minority shareholders of Alteogen Biologics, in which Alteogen holds a 62.9% stake. The merger agreement is

Individual stocks on the Korea Exchange saw volatility interruption (VI) triggers surge 33.8% to 13,236 cases in September compared to 9,890 in August, while exchange-traded products (ETPs) experienced a 67.1% decline to 533 cases during the same period, according to data released on the 6th. The di

South Korea's National Pension Service adjusted its domestic stock holdings during Q3, increasing insurance sector positions while reducing securities holdings in response to high interest rates. According to disclosures filed this month with the Financial Supervisory Service's DART system, NPS

Korea Investment & Securities on the 6th raised its target price for Korea Kolmar stocks to 185,000 won from 160,000 won, maintaining a 'Buy' rating. Analyst Kim Myung-joo cited the company's performance improvement as the industry enters a boom period, noting that while the pace may differ from

According to the Financial Supervisory Service's electronic disclosure system (DART) on October 6, South Korea's National Pension Service (NPS) adjusted its domestic stock portfolio in the third quarter in response to rising interest rates. The fund increased holdings in insurance stocks,