Global TradFi & Macroeconomics

Korea Exchange's value-up program has driven 756 companies to disclose corporate value enhancement plans since its May 2024 launch, representing 83.4% of total market capitalization, according to Kim Jung-young, Executive Director of Korea Exchange's Management Support Division, speaking on May 29 a

According to Iranian Foreign Minister Alagchi, Iran awaits the US response to a Strait of Hormuz proposal by Tuesday through Qatar intermediaries, with diplomatic channels remaining open. On Monday, oil prices surged more than $4 after President Trump rejected Iran's initial proposal, though the

According to Korea Exchange executive Kim Jung-young, 756 listed companies have disclosed value-up plans as of September 29, with their combined market capitalization representing 83.4% of total market value. Among them, 354 are Kospi-listed

According to Mirae Asset, the TIGER S&P 500 ETF ranked first among domestic listed ETFs in net purchases by retail investors year-to-date as of September 29, with cumulative inflows totaling 4.8611 trillion won. This marks the third consecutive year the product has held the top position. Since

Oracle is integrating its Oracle Banking Digital Assets platform with Swift's blockchain-based shared ledger to enable banks to transfer tokenized commercial-bank deposits across institutional boundaries. The integration addresses a central challenge in tokenized banking: deposits issued on one bank

Major Wall Street bond managers are divided on investment strategy after US 10-year Treasury yields reached 5.241% on the 28th (local time), the highest level since June 2007, according to the Wall Street Journal on the 29th. BlackRock and PIMCO executives view current conditions as a prime

Korean financial authorities are pursuing a tax deduction proposal for exchange-traded funds (ETFs) investing in lower-segment KOSDAQ companies, according to the financial investment industry on the 29th. The measure aims to mitigate investment concentration in upper-segment blue-chip stocks

Lotte Insurance's public sale has been postponed to mid-October from the originally planned end of September announcement. JKL Partners, the majority shareholder, and sale advisor Samjong KPMG are coordinating the revised timeline to maximize the pool of potential buyers before launching the

According to Reuters, AI startup Anthropic filed confidential IPO documents with the U.S. Securities and Exchange Commission today, targeting a $2 trillion company valuation and planning to raise up to $100 billion in its November IPO. The company reported 2025 revenue of $4.6 billion, up 1,088%

According to Herald Economics, on September 29, South Korea's financial authorities are pursuing tax deduction benefits for exchange-traded funds (ETFs) investing in lower-tier KOSDAQ segments. The policy aims to mitigate investor concentration in higher-tier segments following the planned

Jung Pil-seung, a partner at Edaily ON, provided an October stock market outlook emphasizing that semiconductor earnings and major macro indicators will influence market flow, while investors need to prepare for volatility driven by key scheduled events. Jung explained that the first week of October

AUD/USD fell over 20 pips and broke through the 0.70 level during remarks by Reserve Bank of Australia Governor Michele Bullock, declining 0.25% intraday on September 29.

Kakao Pay Securities and Ondo Finance signed a memorandum of understanding on the 28th to establish an overseas distribution system for Korean listed stocks through tokenization infrastructure. The agreement aims to increase overseas individual investor access by connecting domestic stock trading in

South Korean financial authorities ordered securities firms to tighten leverage and credit financing controls on the 29th, following a surge in investor debt-funded stock purchases. Financial Supervisory Service (FSS) Governor Lee Chan-jin convened chief executives from 23 securities companies and i

According to market data, copper futures surged to approximately $14,500 per tonne this month, approaching record highs, as supply concerns mount. Workers at Antofagasta Plc's Centinela mine overwhelmingly rejected the company's final wage proposal, raising concerns about an imminent strike and

SK Hynix stocks fell 5% on May 28, extending a three-month decline that has erased over 40% of the stock's value since its intraday peak of 2,987,000 won on June 25. As of May 29 at 1:23 PM local time, shares traded at 1,752,000 won, down 0.90% from the previous close. The decline accelerated

According to Kakao Pay Securities, the company signed a memorandum of understanding (MOU) with RWA tokenization platform Ondo Finance on September 28 to establish an overseas distribution system for Korean listed stocks. The partnership aims to connect domestic stock trading infrastructure with

According to Mirae Asset Securities, the platform's top 1% performing investors in the past month sold Samsung Electronics, Samsung Electronics Preferred Stock, and Samsung Electro-Mechanics on September 29 morning, with Samsung Electronics being the most actively divested. Samsung Electronics

According to the Korea Financial Supervisory Service, on September 29, the country's top 10 securities firms announced measures to curb leveraged investing starting October 1. Credit financing will be limited to 90% of capital (down from the current 100% cap), while individual stocks—including

According to South Korea's Financial Services Commission, Financial Supervisory Service, and Korea Exchange, on September 29, members of a Seoul National University business club formed an information cartel and generated over 20 billion won in illicit gains by trading on non-public M&A information.