Global TradFi & Macroeconomics

According to its August 14 disclosure, Lotte Card reported second-quarter net profit of 440 billion won, up 61.8% year-over-year from 272 billion won in the same period last year. Despite a 1.502 trillion won decline in operating revenue, the company cut operating expenses by 1.668 trillion won,

Jeff Park, partner at ParaFi Capital, predicts AI wealth will migrate to Bitcoin after the AI bubble bursts, despite current liquidity constraints. AI claimed 80% of all global venture funding in Q1 2026 according to Crunchbase, draining available capital from crypto markets and contributing to Bitc

According to Bloomberg, citing regulatory filings, SK Hynix confirmed derivative trading losses of 3.98 trillion won in the first half of 2026 related to exchangeable bonds issued in April 2023. The loss resulted from bondholders exercising conversion rights and the subsequent rise in SK Hynix's

According to Crunchbase, artificial intelligence claimed 80% of all global venture funding in Q1 2026, diverting liquidity away from crypto markets and keeping Bitcoin prices anchored near the $60,000 support level. BitMEX co-founder Arthur Hayes noted in a June podcast interview that the AI

According to its announcement, SINC Wenge (01956) expects net loss of RMB 87-89 million for H1 2026, narrowing 23-25% year-over-year, with revenue of RMB 170-175 million, up 44-48% from RMB 118.29 million in the same period last year. The company also forecasts that Q2 2026 will achieve adjusted net

According to HSBC announcement, on August 13, 2026, the company repurchased 1.65 million shares for £25.285 million and 340,000 shares for HK$55.208 million.

According to its disclosure, China HK Technology Investment Limited reported an unaudited net asset value per share of approximately HK$1.104 as of July 31, 2026.

According to the People's Bank of China, released on August 14, July lending rates in China remained at low levels, continuing a downward trend seen earlier this year. The weighted average rate for newly issued enterprise loans in July stood slightly below 3%, down approximately 0.2 percentage

Investor Larry Goldberg sees a potentially major shift underway between SpaceX and Nvidia, arguing that their relationship could extend far beyond GPU purchases as Elon Musk's space company pursues massive AI computing capacity on Earth and in orbit. Following SpaceX's August 4 earnings call, Goldbe

SK Hynix small shareholders reached 3.461 million as of June-end, a more than fivefold increase from 681,671 the previous June, according to the company's semi-annual report disclosed on August 14. The surge is attributed to a stock investment boom, semiconductor industry prosperity, earnings

According to China's central bank, reported by Jin10 on August 14, cross-border RMB settlement under current account items reached 1.75 trillion yuan in July, with goods trade accounting for 1.32 trillion yuan and services trade for 0.43 trillion yuan. Direct investment cross-border RMB settlement

South Korea's National Pension Service (NPS) purchased additional semiconductor stocks on the New York Stock Exchange during Q2, according to a 13F report filed with the U.S. Securities and Exchange Commission (SEC) on August 14. The pension fund acquired 10,108 shares of Micron Technology, 49,053 s

According to SK Hynix's semi-annual report filed on August 14, the company's small shareholder count reached 3.46 million as of June end 2026, surging over 5x from 0.68 million a year earlier. Small shareholders now hold 67.98% of total outstanding shares. The surge reflects heightened retail

South Korea's key seven benchmark stocks, known as S7, are reaching record-high medium to long-term earnings forecasts while broker target prices remain sharply divided on the outlook. The divergence reflects competing views between optimism that S7 could open upside potential for the Kospi,

According to its official announcement, LONG Investment Group (02312) on August 14 issued a profit warning, expecting a loss attributable to shareholders of approximately HKD 50-60 million for the six months ended June 30, 2026, compared with a profit of approximately HKD 1.8 million for the same pe

According to a company announcement, China Zhuchen 81 (00810) disclosed on July 31, 2026 that its unaudited net asset value per share stood at approximately 0.12 Hong Kong dollars, based on 712,751,154 issued ordinary

According to its official announcement, Capital Creation Limited (02324) reported an unaudited net asset value per share of approximately 0.6417 Hong Kong dollars as of July 31, 2026.

China's new yuan-denominated loans in July totaled 103.8 trillion yuan, falling short of the 106.2 trillion yuan forecast and declining from 107.2 trillion yuan in the prior period. Year-to-date, new yuan loans reached 1.038 quadrillion yuan.

According to Jin10 citing PBOC data, China's social financing stock reached 463.27 trillion yuan at the end of July 2026, up 7.4% year-over-year. Among the components, RMB loans extended to the real economy totaled 278.57 trillion yuan, growing 5.2% YoY, while government bonds outstanding

According to Jin10, citing central bank data, China's interbank borrowing weighted average rate in July was 1.4%, down 0.01 percentage points month-over-month and 0.05 percentage points year-over-year. The secured repo weighted average rate stood at 1.42%, also declining 0.01 percentage points