Global TradFi & Macroeconomics

Hotel Shilla CEO Lee Boo-jin purchased 20 billion won worth of company stocks from April 27-29, but the stock price declined approximately 40% by May 28. Lee acquired 300,000 shares at an average price of 67,471 won per share, totaling approximately 20.24 billion won, as part of a commitment to

According to Capital Economics, Thailand's central bank is likely to keep its policy rate at 1.00% unchanged for the remainder of 2026 to support economic growth. The Thai economy is expected to remain weak in the near term due to a significant surge in energy

Eighteen domestic and foreign asset management firms managing 87 trillion won in assets issued a joint statement on the 29th opposing the National Assembly Political Affairs Committee's mandatory tender offer bill scheduled for plenary session on October 1. The firms objected to provisions

According to Yonhap Infomax, the chairperson of UN PRI's board of directors emphasized on September 29 that institutional investors such as pension funds must establish long-term evaluation frameworks for asset managers based on stewardship codes, prioritizing sustained shareholder engagement over r

According to a joint statement released on September 29, 18 domestic and international asset managers holding 87 trillion won in assets under management opposed South Korea's proposed mandatory public offer rule scheduled for a National Assembly vote on October 1. The asset managers criticized the p

According to Chen Bangxun, spokesperson of China's Ministry of Agriculture and Rural Affairs, the live pig supply-demand situation has continued to improve in the second half of 2026, with prices stabilizing above 11 yuan per kilogram despite recent fluctuations. The ministry plans to monitor

South Korea's Democratic Party K-Capital Market Special Committee announced on the 29th it will accelerate capital market reforms including enhanced disclosure requirements for low price-to-book ratio (PBR) companies, introduction of a Bear Hug system, and activation of stewardship codes to

According to Jin10 data, Japan's Finance Minister Yamagata Koyuki stated on Tuesday that persistent yen weakness remains a concern for Japan. She noted that the yen being undervalued is problematic, echoing remarks made by Japanese Prime Minister Takamichii at a recent Japan-US summit in New

AMD (Advanced Micro Devices) announced an approximately $8.2 billion all-stock acquisition of World Labs, founded by Fei-Fei Li. The merger agreement was signed on Sept. 26 and is expected to close by the end of 2026, subject to regulatory approval. The transaction will be paid entirely in stock, with the number of shares issued calculated based on the volume-weighted average price over the 10 trading days preceding closing. Fei-Fei Li will become AMD's executive vice president and chief scienti

US stock index futures traded near flat in Asian markets on the morning of the 29th as US Treasury yields continued their elevated trajectory. E-mini S&P500 futures declined 0.07% to 7,741.50, while tech-focused E-mini

Samsung Electronics rose over 1% on the 29th ex-dividend day, breaking a pattern of six consecutive quarters of declines on such days. The stock opened at 266,000 won after the 270,000 won level broke, but quickly recovered losses and turned positive. Strong bargain-hunting buying inflows drove the

According to Goldman Sachs' September 28 report, the U.S. economy's resilience is underestimated. The bank maintained its 2026 GDP growth forecast at 2.2%, only 0.3 percentage point lower than its January prediction, with third-quarter growth expected at 3.4%, near the potential rate of 2.3%.

According to Newsis, Hong Kong's H-share index fell 0.61% to 8,166.72 by late morning on September 29, reversing early session gains due to selling pressure in technology stocks. Rising U.S. long-term interest rates and Middle East tensions drove the decline. The Hang Seng Index dropped 0.60% to 24,

According to Economist, Samsung Electronics rose over 1% on September 29, reversing the traditional ex-dividend day decline pattern that has persisted for six consecutive quarters. The stock rebounded sharply from an intraday low of 266,000 won, supported by institutional buyers who returned to

According to CNBC's Mad Money host Jim Cramer, AMD's stock surged nearly 13% last week, briefly breaking a $1 trillion market valuation before retreating to $992.33 billion on Monday (Sept 28). Cramer attributed the rally to the rising adoption of agentic AI, which will drive increased CPU demand.

According to CNBC, Nvidia announced on September 28 that it authorized an additional $150 billion for share repurchases, raising its total buyback authorization to $235 billion. The company said the increase marks the largest share repurchase authorization increase in

SK Hynix stocks declined 5.05% in domestic trading following a 5.03% drop in its American Depositary Receipts (ADR) on the New York Stock Exchange overnight, according to financial investment industry sources. The dual decline occurred amid growing controversy over the potential US listing of

Korean government bond money market funds (MMFs) recorded negative deviation rates exceeding -0.12% on the 28th, according to bond industry data covering 25 major MMFs. The widening negative deviation reflects surging market interest rates driven by a bank bond issuance rush following deposit

Hyundai Motor Securities recovered investment banking (IB) income in the first half, but project financing (PF) burdens remain in core projects with slow sales. IB operating net income reached 46.1 billion won versus 26 billion won in the same period last year, driven by expanded real estate financi

Japanese stocks declined at the opening on the 29th, tracking overnight losses in US markets. At 9:19 AM, the Nikkei 225 index fell 539.19 points (0.82%) to 65,338.43, while the Topix index dropped 58.17 points (1.41%) to 4,053.83. The decline was driven by rising long-term US interest rates and