Global TradFi & Macroeconomics

According to Farside Investors data, U.S. Bitcoin exchange-traded funds received $999 million in new investment on Monday, September 21. This marks the largest single-day inflow since October 6, when the funds took in over $1.2 billion as Bitcoin's price hit an all-time high of

According to Bitcoin Magazine, on September 22, Strive's Chief Risk Officer Jeff Walton said the company is on pace to double its Bitcoin holdings roughly every 12 weeks. Strive was one of the best performing stocks in the Russell 2000 over the past month, with its balance sheet now exceeding $2.5 b

Intel (INTC), Advanced Micro Devices (AMD), Nvidia (NVDA), and Broadcom (AVGO) led a technology selloff in Monday's premarket trading as U.S.-Iran tensions sent oil prices higher. Intel fell 3.4%, AMD dropped 2.4%, and Nvidia

According to Goldman Sachs, on September 28, the U.S. stock market defied the traditional rule that rising rates spell falling share prices. Despite 30-year Treasury yields surging to around 5%, stocks posted modest gains of 0.86% over the past month through September 25. Goldman Sachs attributed t

According to South Korean media, Finance Minister Lee Hyung-il met with Bank of Korea Governor Shin Hyun-sung on September 28, their first official meeting since Lee's appointment six days earlier. The two pledged to strengthen policy coordination, though the government's expansionary fiscal

According to NH Investment & Securities, the firm cut its target price for Daishin Securities to 35,000 won from 40,000 won for the third quarter, citing temporary investment losses, while maintaining a "buy" rating. NH Investment forecasts Daishin Securities' consolidated net profit at 26.4

According to Korea Exchange data, HLB Group shares surged to the daily price limit of 29.95% today (September 28), closing at 39,700 Korean won. The rally was triggered by FDA approval of Ripifrubart (rilrapugratinib), a cholangiocarcinoma treatment developed by HLB's U.S. subsidiary Elevate

According to Chinastock financial APP, Trend Group Holdings (01023) reported a loss attributable to equity holders of HK$123 million for the fiscal year ended June 30, 2026, a 31.02% improvement compared to the prior year. The group's revenue stood at HK$1.487 billion, down 6.14% year-over-year.

Mitchell Askew, Head of Blockware Intelligence, explained on September 25, 2026, that 15 million BTC sitting in long-term holder supply signals potential seller exhaustion in the Bitcoin market. The on-chain data milestone occurred this summer as Bitcoin rallied despite a Federal Reserve rate hike a

According to Yonhap Infomax, on September 28, South Korean FX swap points fell across all maturities as U.S. 10-year Treasury yields surged to 5.2%, their highest level since 2007. The 1-year FX swap point closed at -12.50 KRW, down 0.70 KRW from opening, while the 6-month, 3-month, and 1-month

Seven Korean companies that previously withdrew initial public offering (IPO) attempts are re-entering the listing process, with Creatz and Yeongkwang YKMC passing Korea Exchange preliminary reviews as of September 28, according to financial investment industry sources. Five additional

According to Mitchell Askew of Blockware Intelligence, long-term Bitcoin supply reached an all-time high of 15 million BTC during the summer of 2026. Askew noted that the on-chain data suggests significant selling pressure may be exhausting, adding that Bitcoin ETF inflows indicate institutional

Global investors at Korea Premium Week on May 28 called for tax reform and policy consistency to enhance the quality of Korean stocks. Winnie Kwan, a portfolio manager at Capital Group, recommended lowering South Korea's top dividend income tax rate from 45% to approximately 25% to incentivize

According to an announcement, Tai Group Holdings (01023) will distribute a special dividend of HK$0.02 per share on December 21, 2026, for the fiscal year ended June 30, 2026.

NH Investment & Securities downgraded LG Chem's target price from 400,000 won to 350,000 won on the 28th, citing slow profitability recovery in the Korean stocks market. The brokerage maintained its 'Buy' rating while lowering the target multiple for the advanced materials division from

According to MarketInsight, on Sept 28, South Korean companies including K-bank, MIT, Creatz, and five others lowered initial public offering prices and resubmitted listing applications to the Korea Exchange after prior rejections. The firms, which failed exchange reviews 2-3 years ago, are

According to Capital Group Portfolio Manager Winnie Quan, on September 28 at the inaugural Korea Premium Week ceremony in Seoul, global investment firms including BlackRock, Capital Group, Morgan Stanley, and Vanguard urged South Korea to lower its dividend income tax rate to approximately 25%

According to NH Investment & Securities, the brokerage lowered LG Chem's target price to 350,000 won from 400,000 won on September 28, citing slower profit recovery in battery materials and prolonged weak EV demand. The 12.5% price cut reflects reduced expectations for cathode material

According to Morgan Stanley, the investment bank maintains its Hang Seng Index target at 26,550 points for June 2027, implying modest upside of 5–7% from current levels. The bank also maintains targets for the CSI 300 Index at 4,880 points and MSCI China Index at 80 points. Morgan Stanley noted

According to an announcement by Bay Area Development (00737), the company disclosed its August 2026 toll revenue across three expressways in Guangdong province. Guangshen Expressway generated 231 million yuan, Guangzhu Western Expressway contributed 112 million yuan, and Yuejiang Expressway