Global TradFi & Macroeconomics

Japan's large non-manufacturers Tankan index (a measure of business sentiment) fell to 35 in the third quarter of 2026, below the forecast of 36 and declining from 37 in the prior quarter.

Japan's Tankan short-term economic survey showed the large manufacturing business sentiment index came in at 24 in the third quarter, below the consensus forecast of 25 but up from 22 in the previous quarter.

According to Bank of Japan data released for the third quarter, Japan's Small Manufacturer Sentiment Index (Tankan) rose to 14, exceeding the forecast of 11 and the previous quarter's reading of 9.

Independent Research R released an analysis on 1st stating that Waves' disclosed order backlog more than doubled in six months, projecting that the company's core business revenue will surpass last year's

According to NH-Amundi on September 1, a global survey by Amundi on 13,249 individual investors across 26 countries found that Korean investors ranked first globally in prioritizing retirement savings, with 57% citing it as their main investment goal—above the global average of 36%. However,

According to Korean Investment & Securities, Samsung SDI maintained its 'Buy' rating and 600,000 KRW price target on October 1, stating that delays in U.S. large-scale battery energy storage system (BESS) projects are temporary due to supply chain restructuring following President Trump's

According to Jin10, on October 1, President Trump signaled weakened support for a full diesel export ban, citing concerns that such a measure could produce unintended economic consequences. Energy Secretary Chris Wright and Interior Secretary Doug Burgum warned the Trump administration that a

According to analysis by U.S. think tank IEEFA released on September 1, Korea Gas Corporation (KOGAS) confirmed its final investment decision (FID) in LNG Canada Phase 2 project with an investment of approximately 767 billion won, securing annual LNG supply of 700,000 tons starting commercial

According to NH Investment & Securities on October 1, the firm raised its target price for NHN from 70,000 Korean won to 85,000 won, maintaining a buy rating. The revision reflects expectations that NeoCloud's data center business will drive earnings improvement and stock appreciation. The firm

The Bank of Japan will announce the summary of its September monetary policy meeting deliberations in 10 minutes on September 30.

Hyundai Motor Securities cut its target price for Korea Zinc to 1.42 million won from 1.5 million won on the 1st, citing expected declines in operating profit driven by weakening gold and silver prices alongside a strengthening won. Analyst Park Hyun-wook maintained a 'Buy' rating, noting that

China's official manufacturing and services PMI both rose to 50.1 and 50.2 respectively in September, entering expansion territory for the first time in months. Private-sector manufacturing PMI surged to a five-month high of 52.1, while services PMI accelerated for a second consecutive month,

Samsung Electronics and SK Hynix traded near flat in pre-market sessions following Micron's quarterly earnings announcement. At 8:08 AM, Samsung Electronics stocks rose 0.19% to 269,000 won while SK Hynix stocks declined 0.11% to 1,774,000 won, according to NextTrade data. Micron's results

Daol Investment & Securities on October 1 maintained a 'Buy' rating and 180,000 won target price on Orion Corporation stocks, citing the company's forward price-to-earnings ratio (PER) of 8.3x following recent share price declines and an expected dividend yield exceeding 4%. Analyst Lee Da-yeon

According to Hyundai Motor Securities, on September 1, the brokerage lowered Korea Zinc's price target to 1.42 million won from 1.50 million won, citing weakness in gold and silver prices combined with Korean won strength that is expected to reduce

According to Daol Investment Securities analyst Lee Da-yeon, on September 1, the food company Orion received a buy rating with a target price of 180,000 Korean won as recent share price weakness pushed its forward price-to-earnings ratio to 8.3x. At current levels, Orion presents a buying

According to Zhitong Finance, on October 1, the Hang Seng Index ADR fell to 24,525.11, down 88.16 points or 0.36%. Among large-cap blue chips, HSBC Holdings declined 1.36% to HK$155.845, while Tencent Holdings fell 1.29% to HK$425.432.

According to Wise Finance, Hang Seng Index futures (October contract) closed at 24,422 points on October 1, down 170 points or 0.691%, trading at a discount of 191 points.

Hyundai Mobis announced the sale of its lamp business to France's OP Mobility for approximately 600 billion won following a physical spin-off, with securities analysts stating on the 1st that the transaction enables the company to concentrate resources on electronics, software, and robotics. The

South Korean securities firms face mounting calls for productive and inclusive finance as their first-half 2025 profits approach full-year 2024 levels. The 37 domestic securities firms earned 8.6 trillion won in net profit during the first half of this year, driven by increased trading volumes and i