Global TradFi & Macroeconomics

JP Morgan announced an Overweight investment stance on Korean stocks for a 6-12 month horizon at the Korea Premium Weeks 2026 event on May 29 in Seoul. Mixo Das, JP Morgan's Korea equity strategy head, stated the firm remains bullish on AI capital expenditure and expects Korea to deliver the

Kakao Pay Securities and US tokenization technology firm Dinari signed a memorandum of understanding (MOU) on the 29th to establish an overseas distribution infrastructure for Korean listed stocks. The partnership will jointly pursue a proof-of-concept (PoC) for stock tokenization and form a task fo

According to Mixo Das, JPMorgan's head of Korea equity strategy, the bank maintained an overweight rating on Korean equities for the 6–12 month outlook on September 29, citing sustained AI investment momentum and attractive valuations. Das stated that Korea remains significantly undervalued

WTI crude oil rose 1.00% to $92.95 per barrel today (Sept. 29).

According to the South Korea Exchange official on September 29, the operator unveiled a roadmap to extend trading hours and strengthen oversight of duplicate listings and underperforming firms as part of its 'Korea Premium' initiative. The exchange plans to align with major global bourses

According to Korea Exchange, SK Hynix stock fell 5% today (September 28), extending its decline to over 40% from its June 25 high of 2.987 million won. The stock currently trades at 1.752 million won. Analysts attribute the selloff to softening memory demand and concerns over "duplicate listing"

Global financial institutions cautioned South Korea on the 29th about operational challenges in transitioning to a T+1 stock settlement cycle at Korea Premium Week 2026 held at The Grand Lotte Seoul. Timothy Cuddihy, Chief Risk Officer of the US Depository Trust & Clearing Corporation (DTCC),

Korea Investment & Trust Management's ACE US Nasdaq 100 ETF recorded cumulative individual investor net purchases exceeding 500 billion won since the start of the year, as of the 28th. The sustained inflows reflect long-term investment demand targeting growth prospects in artificial intelligence, se

Teraview, a KOSDAQ-listed semiconductor inspection equipment maker, hit the 30% daily price limit on the 29th following a contract announcement with US firm Covalent Metrology. The company signed a supply agreement worth 1,361,464,000 KRW for its EOTPR non-destructive testing equipment. The stock

Korea Investment & Trust Management's ACE US NASDAQ100 ETF recorded individual investor net purchases exceeding 509.7 billion won since the start of the year, as of the 28th. The sustained inflows occurred despite ongoing volatility in US markets, driven by individual investors seeking long-term

On September 29, Kakao Pay Securities and Dinari signed a memorandum of understanding (MOU) to explore tokenizing Korean-listed stocks for overseas distribution and verifying the technical feasibility of the approach. Under the partnership, the two firms will establish a joint task force to

According to Financial News, Busan Jungong, an auto parts casting manufacturer, saw its stock price plummet 91.77% on September 29 during its first day of liquidation trading. The stock fell from 486 won to 40 won as of 1:58 p.m. The company's delisting took effect after its injunction request was r

According to Korea Investment Trust Management, as of September 28, personal investors accumulated net purchases of 509.7 billion KRW in the 'ACE Nasdaq-100' ETF since the start of 2026. The ETF tracks the Nasdaq-100 index and provides exposure to major U.S. tech giants including Nvidia,

According to Financial News, TeraView signed a semiconductor inspection equipment supply contract with U.S.-based Covalent Metrology on September 29. The contract, valued at 13.6 billion won (approximately $10.2 million USD), covers the supply of EOTPR equipment, which uses terahertz waves to

Lee Chan-jin, Governor of South Korea's Financial Supervisory Service (FSS), met with 23 securities firm CEOs on the 29th and criticized the industry for earning profits while many investors suffer losses, stating that 'it is time to seriously consider how the industry and investors can grow

According to the Financial Supervisory Service, on September 29, FSC Governor Lee Chan-jin met with CEOs of 23 securities firms and criticized their low shareholder returns and insufficient corporate social responsibility efforts. Lee noted that while securities companies posted record profits with

Eighteen South Korean asset management companies with combined assets under management of 87 trillion won urged parliament on September 29 to delay a planned vote on mandatory public tender offer regulations scheduled for October 1. The firms oppose the current proposal's design, which allows

According to Korea Securities Depository (KSD), the organization signed a memorandum of understanding (MOU) with U.S. fintech company Broadridge on September 28 to link their proxy voting platforms. The agreement aims to connect KSD's Electronic Voting Platform (EVOP) with Broadridge's ProxyEdge

Lee Chan-jin, Governor of South Korea's Financial Supervisory Service (FSS), announced on May 29 that the regulator will intensify supervision and inspection of securities firms' sales practices that undermine investor trust. Speaking at a CEO meeting of 23 securities companies held at the Korea Fin

According to Yonhap Infomax, South Korea's Financial Supervisory Service (FSS) Chief Lee Chan-jin announced on September 29 tighter oversight of securities companies over misleading business practices and investor trust violations. Speaking at a CEO roundtable with 23 securities firms, Lee noted