Global TradFi & Macroeconomics

Foreign corporations issued approximately 2.5 trillion yen in yen-denominated bonds during April-September, a 160% increase from the same period last year and a record high for any six-month period, according to Daiwa Securities data cited by Nikkei Asia on November 1. The surge was driven by

Samsung Electronics and SK Hynix displayed contrasting stock performance at 10:10 AM as South Korea's KOSPI index rebounded 1.43%. SK Hynix rose 2.96% to 1.46 million won while Samsung Electronics declined 0.11% to 224,750 won, according to Yonhap Infomax New Stock Composite data. The divergence

According to Nikkei Asia citing Daiwa Securities data, foreign issuers' yen-denominated bond issuance reached approximately 2.5 trillion yen during April-September 2026, marking a record half-year high and a 160% increase year-over-year, surpassing the previous record of 2.1 trillion yen set in

According to RatingDog, China's manufacturing PMI fell to 52 in October from 52.1 in the previous month.

According to the British Maritime Trade Organization, a tanker traversing the Arabian Gulf southeastward was struck by two unidentified projectiles on its port side on November 2.

Korea Exchange, Korea Securities Depository, Korea Securities Finance, and Korea Financial Investment Association jointly announced on the 2nd a roadmap to shorten the settlement cycle for Korean stocks to T+1 by 2028, covering 8 areas and 22 tasks. The institutions determined the 2028 target

China's A-share robotics sector declined sharply this morning (Nov 2), with Unitree Robotics and Paislin falling over 10%. Meanwhile, the PCB concept sector surged, led by Jinlu Electronics hitting the daily limit up, while Taijin New Energy and Mingyang Circuit gained over 10%.

SK Square announced on the 2nd that it will return a minimum of 4.3 trillion won to shareholders out of 6.2 trillion won in expected dividend income from SK Hynix, doubling its ordinary dividend payout ratio from 30% to 60%. The announcement followed SK Hynix's disclosure on the 28th of last month t

According to South Korea's exchanges, the Korea Exchange, Korea Securities Depository, Korea Securities Finance, and Korea Financial Investment Association jointly announced on November 2 a roadmap to shorten the settlement cycle to T+1, targeting implementation in 2028. The plan covers eight

According to SK Square's disclosure on November 2, SK Square announced it will return at least 4.3 trillion won of its 6.2 trillion won in SK Hynix dividend income to shareholders through 2028. The company will distribute 60% of ordinary dividend income plus 100% of special dividend income from SK H

According to Yonhapinfomax, on November 2, Posco Future M reported third-quarter operating profit of 82.14 billion Korean won, up 23.2% year-over-year, significantly exceeding market expectations. The company's revenue declined 4.6% to 834.77 billion Korean won. Analysts surveyed by Yonhapinfomax ha

According to Financial Times and Wall Street Journal, OpenAI has cut its pre-IPO funding target from $30 billion to approximately $20 billion, with valuation declining from $1.4 trillion to $1.25 trillion as of October 30. Actual locked-in commitments reached only $11 billion, prompting the

Bitcoin (BTC) edged up at the start of the week, trading at around $78,460 as of Nov. 2. After Binance was hacked, users withdrew $3.6 billion in assets; the company said it had covered about 95% of the stolen assets. The U.S. Secret Service is still investigating a cryptocurrency theft targeting Binance involving more than $6 billion. Macro Events & Crypto Hot Topics Binance reopened on Sunday after suffering a record-breaking hack last week, with users withdrawing more than $3.6 billion in ass

South Korean small and medium-sized exporters in the Busan-Ulsan-Gyeongnam region are hesitating to sell dollars despite the won's appreciation, as the dollar-won exchange rate fell from 1,559.20 won on July 1 to 1,320.60 won on October 26, according to banking officials on November 2. The sharp

According to Bloomberg survey findings, when Republicans control Congress, 72% of respondents turn bullish on Bitcoin, with 29% specifically predicting the asset will break $100,000 by year-end. Meanwhile, 65% of respondents expect U.S. equities to accelerate or maintain current pace over the

According to ChainCatcher, foreign investors sold a net $31.78 billion worth of Taiwan stock in October, marking the highest monthly outflow on record. The selloff was driven by a global rout in artificial intelligence-related shares, according to the

According to Yonhapinfomax on November 2, South Korean exporters in the Busan, Ulsan, and Gyeongnam regions are hesitating to convert U.S. dollars as the won strengthened significantly against the dollar. The dollar-won exchange rate fell from 1,559.20 won per USD on July 1 to 1,320.60 won per USD b

According to Jin Union (a Chinese crude oil pricing agency), as of November 2 (the second working day of the current pricing cycle), the reference crude oil price averaged $109.66 per barrel with a change rate of 3.11%, affecting domestic gasoline and diesel prices with an anticipated increase of 16

At 9:30 AM Beijing time on November 2, New York gold futures rose 0.43%, silver futures climbed 1.57%, and copper futures gained 0.53%.

According to Guru Club, Taiwan Dollar fell 0.5% against the U.S. Dollar today, trading at 32.642.