Global TradFi & Macroeconomics

NH Investment & Securities and BNK Investment & Securities published reports on the 28th and 27th respectively, forecasting that the KOSPI index could retest the 8,000 level if US long-term interest rates stabilize, driven by listed companies' net profit growth. NH stated that once the index

UBS reclaimed the top position in M&A financial advisory for Q3 2026, while Samsung Securities secured first place in IPO underwriting and Korea Investment & Securities maintained its lead in equity capital markets, according to league table data released on September 30 by Market Insight and

South Korea's second-round National Participation Growth Fund raised over 200 billion won on its first day of sales on the 30th, surpassing one-third of the 600 billion won fundraising target, according to the Financial Services Commission. The slower pace compared to the first round in May —

According to NH Securities, on September 28, the brokerage forecast that South Korea's KOSPI index could challenge 8,000 points if long-term U.S. interest rates stabilize and corporate earnings improve. The index hit a record 9,358.59 on June 19 but has traded in a range near 7,000 since July amid c

According to the Financial Services Commission, South Korea's second-phase National Participation Growth Fund exceeded 2 trillion won (approximately $1.5 billion) in sales on its first day of distribution on September 30, accounting for more than one-third of the 6 trillion won total fundraising

According to aviation data platform DAST, domestic economy class tickets for China's National Day holiday (October 1-7, 2026) averaged 929.7 yuan (tax included) as of September 29, up 11.2% compared to 836.0 yuan in the same period last year. Bare ticket prices averaged 820.2 yuan, a 6.0%

Korean listed companies filed 115 delisting injunction lawsuits over the five-year period from 2022 through September 2026, according to data submitted by National Assembly member Shin Dong-wook's office to the Korea Exchange. The surge in litigation—from 14 cases in 2022 to 47 cases in

Hanwha Life Insurance's board approved on the 30th the acquisition of a 50.54% stake in Acuon Capital from global private equity firm EQT Partners for 440 billion won, alongside a capital injection into affiliate Hanwha Investment & Securities. The dual investment aims to secure lending finance

JR Global REIT announced on the 30th a debt repayment plan to fully repay bond principal and interest by the end of June 2030. The plan accelerates the repayment timeline by 1 year and 6 months compared to the previous proposal. The repayment plan was prepared based on an audit report by Samil

Micron Technology, Inc. (MU) shares rose 0.6% in early premarket trading on Wednesday ahead of the memory chipmaker's closely watched fiscal fourth-quarter results due after the market close. Wall Street expects Micron's revenue

According to Zhisheng Group Holdings (08370) announcement on September 29, 2026, the company received a new data center order from a leading social platform. The contract covers 120 megawatts (MW) of processing capacity, to be delivered in two batches: 60 MW in Q1 2028 and 60 MW in Q2 2028. The orde

According to data from a Korean National Assembly member's office, injunction applications challenging delisting decisions on the KOSPI and KOSDAQ markets surged from 14 cases in 2022 to 47 cases through September 2026, with average processing time extending from 103 days to 263 days. Among 86

Micron Technology shares rose 0.6% in premarket trading on Wednesday ahead of the memory chipmaker's fiscal fourth-quarter earnings report due after market close, with investors scrutinizing results for clues on how long the AI-driven memory upcycle can last. Wall Street expects Micron's revenue to

According to Farside Investors data, U.S. spot crypto exchange-traded funds recorded $68.8 million in combined net inflows on September 29, with Bitcoin ETFs dominating demand as Ether reversed course. Bitcoin products attracted $66.2 million led by BlackRock's IBIT ($51.1 million) and ARK

According to the German Statistical Office, retail sales in August increased 1.3% month-over-month on September 30, falling short of the market expectation of 1.5% growth. Year-over-year, August retail sales declined 0.4%, underperforming the forecast of 0.1% growth. Food retail sales rose 0.9% mont

According to Citi analyst John Godyn on September 29, SpaceX's Starship successfully entered orbit for the first time and deployed 26 Starlink V3 satellites during its 14th test flight. Despite one engine malfunction, the mission marked the rocket's first revenue-generating deployment since July. Go

Four major Korean banks sold 2.96 trillion won in exchange-traded funds (ETFs) during the third quarter (July to September 29), a 90.8% decline from the second quarter's 32.08 trillion won, while equity-linked deposit (ELD) sales surged 38.1% to 3.46 trillion won in the same period. The shift

According to Korea Financial Investment, on September 30, Korean Finance Group decided to issue 250 billion won in corporate bonds to refinance 300 billion won in maturing commercial papers issued last November. The offering consists of 130 billion won in 2-year and 120 billion won in 3-year bonds,

Medicox (054180) announced on the 30th that the Korea Exchange KOSDAQ Market Committee finalized a delisting decision for its shares following a deliberation. The decision came after the company failed to meet improvement requirements despite being granted an extension period until August 10. The de

According to financial sector data, four major South Korean banks—KB Kookmin, Shinhan, Hana, and NH Nonghyup—saw exchange-traded fund (ETF) sales collapse to 2.96 trillion won from July to September 29, down 90.8% from the prior quarter, while index-linked deposits (ELD) surged to 3.46 trillion won,