Global TradFi & Macroeconomics

In June-July, AI stocks declined 50-60% due to technical over-extension, while GPU rental rates climbed. According to the commentary, fundamentals remain intact despite the pullback in valuations.

KOSDAQ surged 19.19% from 719.76 on July 31 to 857.84 on August 11, ranking first globally among major indices with an 18.72% gain through August 10. Retail investors sold 370.3 billion won in KOSDAQ leveraged ETFs and bought 65.5 billion won in inverse products during the rally, reflecting profit-t

Sono International, a resort condominium operator, submitted a preliminary review application for a KOSPI IPO on June 26. The review results are expected by the end of this month, with the standard review period being 45 trading days after submission. The company is valued at 3 trillion won in the m

The KOSDAQ index rose 19.18% this month as of Aug 11, ranking first among global major stock indices, driven by institutional investors who net purchased 1.128 trillion won while foreign investors net sold 1.54 trillion won during the same period. The rebound followed a period of oversold

According to Jin10 Futures, copper concentrate spot TC prices hit near 5-year lows on August 11, 2026, amid persistent supply tightness. Grasberg's integrated smelter halted operations over the weekend due to boiler leakage, adding to supply disruptions. Shanghai and London copper inventory

According to reports from Morgan Stanley and Bank of America, CrowdStrike (ticker: CRWD) and Palo Alto Networks (ticker: PANW) hit record highs today (August 11), following target price increases by both institutions in late July. The moves underscore renewed investor confidence in the

According to Seoul Economic, on August 11, the Korean won closed at 1,416 won per U.S. dollar, down 2.4 won from the previous trading day. The yen has retreated to the 159-per-dollar level, with the yen-dollar rate hitting 159.29 on August 10, as the effects of coordinated U.S.-Japan foreign

The South Korean government extended tax deferral benefits for holding company conversions to 2028, allowing major shareholders to postpone capital gains tax payments. The Ministry of Economy and Finance announced the two-year extension of Article 38-2 of the Special Tax Treatment Control Law,

According to Edaily on August 11, South Korea's KOSDAQ index surged 19.19% this month, achieving the top global performance among major indices. However, retail investors took the opposite stance, selling 372.3 billion won of KOSDAQ-linked directional ETFs while buying 65.5 billion won of inverse an

According to Korean Exchange, vacation resort operator Sono International submitted a preliminary review application for KOSPI IPO on June 26 with an estimated enterprise valuation of 3 trillion won. The review results are expected by the end of August, with the standard review period of 45

According to market sources, the German fund industry's assets under management surpassed 5 trillion euros for the first time, marking a historic milestone for the sector.

According to Korea Exchange, KOSDAQ surged 19.18% in August, becoming the top-performing major global equity index. Institutional investors led the rally, making net purchases of 1.128 trillion won during the month, while foreign investors sold a net 1.54 trillion won. About 87.58% of

Kolmar Holdings, LX Holdings, and Hanssem released Q2 earnings on August 10 after market close, with all three Korean stocks demonstrating significant operating profit growth driven by margin expansion and cost discipline. Kolmar Holdings reported operating profit of 25.3 billion KRW, up 54.7%

According to market data, AVUV, a small-cap value ETF, has become the top cash-intaker among all 232 small-cap ETFs over the past one, three, and five years, pulling in $20 billion. The fund employs a value-focused strategy, screening stocks for value and profitability metrics, a notable

According to South Korea's Ministry of Economy and Finance on August 11, the government extended tax deferral benefits for holding company conversions by two years, with the deadline now set at end-2028 instead of end-2026. The provision allows major shareholders to postpone capital gains and

According to DEADLINE, on July 13, California, New York, and 10 other states filed lawsuits to halt Paramount's planned $111 billion acquisition by Skydance.

Hong Kong stocks faced intensified selling pressure in the afternoon session, with the Hang Seng Index falling 266 points or 1.03% to 25671 as of 2:58 PM. The decline was driven by broad-based weakness in technology stocks, pushing the index below its 250-day moving average support level at 25742. T

According to the Wall Street Journal, Tesla shareholders approved a $1 trillion compensation package that includes a key provision potentially waiving certain high-performance milestones for Musk if Tesla merges with SpaceX. The clause creates a direct incentive structure tied to a potential

According to Ryan Detrick, U.S. stocks soared last week while retail investors sold at the highest volume since 2022, according to data shared by Mike Zaccardi. The divergence highlights a potential mismatch between broad market momentum and retail

Daedong (stock code 000490) disclosed Q2 2026 preliminary consolidated earnings on August 10, 2026 at 13:52, with market capitalization approximately 194-195 billion won immediately before the announcement. The company reported Q2 revenue of 467.1 billion won, up 12.7% from 414.6 billion won in the