Global TradFi & Macroeconomics

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

According to participants at Korea Premium Week 2026 policy session on September 29, structural corporate reforms and institutional investor action are needed to transform the Korean market from a discount to premium valuation. Officials stated that Commercial Law amendments and the value-up

According to bond market sources, on Sept 28-29, South Korea's government and public bond money market fund (MMF) negative spreads widened beyond -0.12%, with some major funds among 25 tracked showing negative premiums. A negative spread indicates market interest rates on underlying bonds have

According to Hyundai Motor Securities' financial reports, the company's investment banking (IB) operating net profit rebounded to 461 billion won in the first half of 2026, up 77% from 260 billion won in the same period last year. However, challenges remain in recovering capital from property

According to the Korea Exchange, on September 29, the 'Korea Premium Week 2026' forum highlighted that transparent corporate governance and sustained shareholder returns are essential for South Korea's stock market to overcome valuation discounts. As of August 2026, total cash dividends