Global TradFi & Macroeconomics

According to analyst jukan at Citrini, sovereign wealth fund Temasek is making its first investment in South Korean equities, acquiring positions in Samsung Electronics and SK Hynix. The analyst noted that Temasek views memory semiconductors as the most undervalued segment within the AI value

According to Jin10, Japanese yen traders stepped up derivative market positioning on Wednesday ahead of the U.S. inflation data release, which is expected to impact the Federal Reserve's policy outlook and dollar direction. USD/JPY one-week implied volatility rose for the second consecutive

Asiana Airlines held a special shareholders’ meeting at its headquarters in Gangseo-gu, Seoul, on Aug. 12, approving the merger agreement with Korean Air with a 99.3% approval rate. The post-merger Korean Air is expected to be officially established on Dec. 17. Asiana Airlines shares rose 1.97% that day to 7,260 won, while Korean Air shares rose 0.38% to 26,750 won. Voting Results of the Special Shareholders’ Meeting: 99.3% Approval Rate According to reports, Asiana Airlines held a special share

According to Bitget trading data, spot gold rose 1% on August 12, reaching $4,411.72 per ounce.

Beyond Meat (BYND), AppLovin (APP), and On Holding (ONON) stocks fell to new 52-week lows on Tuesday. Beyond Meat dropped over 19% after announcing a 1-for-30 reverse stock split to meet Nasdaq's minimum bid-price requirement. AppLovin declined nearly 6% following a Bank of America downgrade to

According to Digital Daily, Mirae Asset Securities surpassed Korean Investment Securities with H1 2026 net profit of 2.91 trillion KRW, up 338% year-over-year, versus Korean Investment's 1.73 trillion KRW. The gap represents a 1.18 trillion KRW lead for Mirae Asset, marking a potential return to

Beyond Meat, AppLovin, and On Holding stocks fell to 52-week or multi-year lows on Tuesday as investor concerns mounted across the three companies. Beyond Meat plunged 19% to a record low of $0.41 after announcing a 1-for-30 reverse stock split to address Nasdaq listing requirements amid declining s

According to Kyodo, Asiana shareholders approved the merger with Korean Air today (August 12). The approval marks a significant step toward consolidating two of South Korea's major carriers.

NVIDIA announced a partnership with Goldman Sachs, BlackRock, Blackstone, KKR, Apollo Global Management, and Brookfield Asset Management to establish a $500 billion AI infrastructure financing platform. The semiconductor company will provide credit guarantees on equipment residual values, enabling A

US big tech companies reported Q2 earnings surprises on August 12, easing concerns about AI investment profitability. The earnings results drew market attention to Korea Investment & Trust Management's exchange-traded fund (ETF) lineup focused on global technology stocks. Market concerns about

In 2025, 79% of US active mutual funds failed to outperform the S&P 500 index. This underperformance has led some observers to conclude that fund managers consistently underdeliver and that retail investors should simply buy index funds instead. However, this interpretation overlooks a fundamental i

Major U.S. technology companies beat expectations in Q2 earnings, easing prior market concerns about the profitability of large-scale artificial intelligence capital expenditure (CAPEX), according to financial industry sources on August 12. The earnings season demonstrates that AI-related CAPEX

According to BlockBeats, on August 12, South Korea's two leveraged tracker for SK Hynix (07709) rose 10.32% to 31.000 Hong Kong dollars, while the two leveraged tracker for Samsung Electronics (07747) surged 13.40% to 74.480 Hong Kong dollars.

Twenty-three South Korean penny stocks are at risk of being designated as managed stocks today if they fail to recover above 1,000 won by market close on August 12. The government's capital market valuation-boosting policy mandates that stocks

USD/JPY briefly touched 159.43 on August 12, marking the highest level for the month so far.

According to Hong Kong Economic Journal, the Hang Seng Index fell 285 points or 1.11% to 25,366 this morning (August 12), extending losses from the previous day when it broke below the 250-day moving average.

According to Guru Club, spot silver rose over 1% on Aug 12, trading at $65.32 per ounce.

Jim Cramer presented a three-question framework on Tuesday to help investors read market trends without tracking every daily move. The Mad Money host outlined checkpoints focused on bond yields, oil prices, and Nvidia's performance. Cramer designed this approach to cut through noisy headlines and pr

According to Jim Cramer of CNBC, on Tuesday (August 11), investors can read the market using three core questions: Where are Treasury bond yields headed, where is oil trading, and how is Nvidia performing. Cramer explained that bond yields—currently near 5.2% for 30-year Treasuries—directly affect s

Famisel and NFC disclosed Q2 earnings on August 12 via semi-annual reports, with both Korean stocks posting YoY revenue and operating profit growth exceeding 45% and 60% respectively. Famisel reported Q2 revenue of 39 billion KRW and operating profit of 13.2 billion KRW, driven by demand for