Global TradFi & Macroeconomics

According to Chosun Ilbo, Hanwha's stock surged 18.2% on Aug 25-26 following completion of its spin-off, while Kakao fell 6.1% since announcing a separation plan on Aug 21. Hanwha narrowed its business structure from 11 listed subsidiaries across 9 sectors to 9 subsidiaries across 7 sectors,

According to Wall Street Journal, JPMorgan is considering developing its own stablecoin as of August 27, citing people familiar with the matter. The U.S. financial services firm currently operates JPM Coin, a blockchain-based tokenized deposit platform, but does not issue stablecoins. A JPMorgan

According to investment banking sources, Glenwood Credit offloaded its entire 6.72% stake (4.44 million shares) in Silicon Tooling today at 47,800 Korean won per share via block deal, raising approximately 210 billion won. The transaction represents a 7.7% discount to yesterday's closing price of 51

According to Bitget data, on August 27, South Korea's KOSPI index rose 2.5% in early trading, with SK Hynix gaining 5% and Samsung Electronics up 3%.

Nikkei 225 index opened higher on Thursday (Aug 27), gaining 388.48 points or 0.59% to reach 66,650.64.

Samsung Electronics and SK Hynix announced record-breaking shareholder return programs following their strongest quarterly earnings, but their stock prices declined significantly from June peaks. SK Hynix fell 43.5% from its June 25 high of 2,987,000 won to close at 1,688,000 won on the 26th,

Bitcoin entered a consolidation phase after briefly exceeding $80,000 on May 25, retreating to the $78,000 range as profit-taking emerged, according to the Korean crypto industry on May 27. The Fear & Greed Index, which measures crypto market sentiment, dropped 9 points to 65, remaining in 'greed' t

According to Bloomberg, gold and Bitcoin ETFs attracted a record $7 billion in combined inflows over the past five trading days (ending August 27), with the SPDR Gold ETF (GLD) receiving nearly $3.4 billion and BlackRock's Bitcoin spot ETF (IBIT) receiving $1.5 billion. Both funds ranked among the t

KB Securities projects Samsung Electronics will deliver a 'double surprise' in the second half through improved earnings and large-scale shareholder returns totaling 110 trillion won. Analyst Kim Dong-won stated the second half will mark a turning point where Samsung's profit strength levels up

According to KB Securities, Samsung Electronics is expected to deliver a "double surprise" in the second half of 2026, combining improved earnings and massive shareholder returns, the firm announced on August 27. The brokerage forecasts Samsung's Q3 operating profit will reach 111 trillion won,

According to external reports, Malaysia Derivatives Exchange crude palm oil futures are expected to decline Thursday morning, pressured by a further drop in Brent crude oil futures during Wednesday's electronic trading session and weakening export demand. Iran and Oman are engaged in negotiations

Nvidia reported second-quarter earnings Wednesday that exceeded topline expectations, sending the stock up 4% in extended trading. CFO Colette Kress projected 70% revenue growth for 2028, describing the forecast as a 'supply-constrained outlook.' Analysts on the earnings call focused on the growth p

According to Nvidia's earnings call on Wednesday, the chipmaker guided for 70% revenue growth in fiscal 2028, sending shares up 4% in extended trading. CFO Colette Kress described the outlook as "supply-constrained," with CEO Jensen Huang indicating unconstrained growth would be significantly

Twelve banks including Bank of America, Wells Fargo, and Santander are pursuing a joint stablecoin issuance project, The Wall Street Journal reported on the 27th Korean time. The initiative marks a strategic shift as traditional banks move to adopt stablecoin technology after previously opposing

Japanese investors shifted to net selling foreign stocks during the week ended August 21, with an outflow of 869 billion yen, reversing from a net inflow of 1,391.3 billion yen in the previous week.

For the week ending August 21, foreign investors purchased 435.2 billion yen in Japanese government bonds, reversing the prior week's outflow of 1,249.9 billion yen.

Oracle, which has suffered severe underperformance compared to major technology stocks in recent months, is expected to stage a strong rebound according to Citigroup analyst Tyler Radke. Radke pointed to technical factors including investor capitulation and forced selling that created historically e

Major Korean securities firms including Hana Securities are updating their 'Best Execution Standards' disclosure documents ahead of Korea Exchange's (KRX) after-market launch on September 14. The revisions prepare automated order routing (SOR) systems to direct investor orders to the most

Morgan Stanley analyst Adam Jonas maintains an Overweight rating on SpaceX stocks with a $300 price target, citing the company's Louisiana spaceport development plan as a positive catalyst. Jonas's assessment comes as SpaceX announced plans to invest $100 billion in developing

According to Arkham monitoring data, Fidelity customers made net purchases of $413.1 million in bitcoin over the past 9 days, with net inflows recorded on every trading day. Since the launch of spot bitcoin ETFs, Fidelity customers have accumulated over $10 billion in total bitcoin purchases.