Global TradFi & Macroeconomics

According to HSBC's August 12 report, the investment community is overly pessimistic about peak cloud service providers (CSP) capital expenditures. While consensus forecasts capex growth decelerating from 95% in 2026 to 46% in 2027 and 11% in 2028 across the five major CSPs (Alphabet, Amazon,

According to investment banking sources on August 14, UTI convertible bond investors withdrew a put option (early redemption right) on the company's first-tranche convertible bonds, extending the 175 billion won redemption deadline to February 2027. The decision provides the KOSDAQ-listed

According to GF Securities Overseas Electronics Newsletter, Intel expanded its stock offering from the initially planned $15 billion to $20 billion, with institutional demand reportedly exceeding $100 billion. The offering price was set at $95 per share, with all overallotment options exercised.

The New Taiwan dollar (TWD) surged past the 32 per U.S. dollar level, marking its strongest position since July. The currency has been gaining against the greenback as market dynamics shift.

According to Yonhap Infomax, Japan's Nikkei 225 index gained 1,123.15 points (1.64%) to 69,431.75 on August 14 morning, as U.S. producer price index (PPI) came in below expectations, easing interest rate hike concerns. The TOPIX index also rose 0.51% to 4,197.30. Risk appetite recovered across

According to Jin10 Futures, as of 10:15 AM on August 14, China's CFETS-NEX overall market liquidity sentiment index fell to 47, down 2 points from 08:45. The indices for major banks, smaller banks, and non-bank institutions stood at 46, 48, and 46 respectively, each declining 2 points.

South Korea's National Pension Service held $434.05 million (approximately 614.7 billion KRW) in US crypto-related stocks during Q2 2026, according to US Securities and Exchange Commission filings disclosed on the 14th. The pension fund reduced its holdings in Strategy by 23% while increasing

Figure Technology Solutions reported $4.3 billion in consumer loan marketplace volume for the second quarter, up 132% from a year earlier, as net income rose 192% year over year to $87 million. On Thursday, Figure announced net revenue more than doubled to $226 million, while its net income margin i

Lenovo Group announced its first-quarter financial results on Aug. 13, and its shares surged 22% during Hong Kong trading that day, reaching an all-time high. Its year-to-date gain exceeded 280%, making it the best-performing individual stock of the year in the Hang Seng China Enterprises Index. Q1 total revenue reached $26.94 billion, up 43% year over year and far exceeding analysts’ expectations of $22.3 billion, marking the group’s highest quarterly growth rate in the past five years. Q1 Fina

Figure Technology Solutions reported $4.3 billion in consumer loan marketplace volume for the second quarter on Thursday, up 132% year over year, as quarterly net income nearly tripled to $87 million from approximately $30 million in the same period last year. Net revenue more than doubled to $226 m

According to South Korea's Ministry of Science and ICT, the country's information and communications technology (ICT) exports reached $53.36 billion in July, marking the highest figure for the month on record and representing a 140.6% increase compared to July 2025. ICT imports totaled $18.3 billion

According to multiple foreign exchange brokers, the dollar-won spot MAR (market average rate) in the Seoul forex market was quoted at par level before 9 AM Seoul time on Aug 14. NDF fixing positions were square, indicating neutral positioning for regional market participants opening after the fixing

South Korean construction stocks surged 24.76% in August, with the KOSPI construction sector index climbing from 131.38 to 163.91, according to Korea Exchange data reported on August 14. The rally was driven by stronger-than-expected second-quarter earnings and growing investor expectations for

SK Telecom rose 8.67% to 99,000 won at 10:45 AM on the 14th, reaching an intraday high of 100,300 won according to Korea Exchange data. The surge followed reports that AI startup Anthropic may pursue an initial public offering in October with a valuation exceeding $2 trillion, as reported by

CK Property and Cheung Kong Holdings declined following the release of their mid-year results. CK Property fell 6.3% to 45.06 HKD, while Cheung Kong Holdings dropped 6.6% to 67.50 HKD. CK Property reported mid-year profit of 83.83 billion HKD, up 38% year-over-year, with earnings per share of 2.48

According to Newsis, on August 14, South Korea's KOSPI construction sector index surged 24.76% this month to 163.91, far outpacing the broader market's 3.30% gain. Major construction companies including Hyundai E&C, Samsung E&A

Changwon District Court upheld its previous injunction ruling on August 12 in the litigation between SNT Holdings and SMEC concerning an injunction to inspect SMEC’s accounting books and records, rejecting all of SMEC’s objections, industry insiders disclosed on August 14. During the same period, SNT Holdings acquired 3.02 million SMEC shares through on-market transactions, as stated in a disclosure document released on July 27. Changwon Court Ruling: Timeline of the Injunction Litigation and Re

According to Michael Saylor on Aug. 13, Strategy Inc. (Nasdaq: MSTR) Executive Chairman introduced a four-layer digital asset framework combining bitcoin, STRC preferred stock, Solstice's SR-strcUSX token, and USDT stablecoin. Saylor used an oil-refining analogy on X, noting that bitcoin's utility c

According to Abbas Kachwani, Royal Bank of Canada's head of macro strategy for Asia, on August 14, the Japanese yen has not been among the worst-performing currencies over the past month, benefiting from recent intervention efforts. Kachwani stated that the yen remains strong relative to currencies