Global TradFi & Macroeconomics

Samsung Electronics and Alphabet both reported record quarterly results in July but saw their stocks plummet, driven by investor concerns over Big Tech's AI infrastructure spending and its impact on semiconductor demand. Samsung Electronics announced Q2 operating profit of 89.4 trillion won on July

Hwang Seong-yeop, Chairman of the Financial Investment Association, will lead a delegation of Korean securities and asset management CEOs to Tokyo in November. The group will study Japan's value-up programs and stock market innovations. Approximately 10 CEOs have confirmed participation, marking the

Korean quantum computing ETFs experienced sharp performance divergence in the recent one-month period, with concentrated pure-play funds suffering the steepest losses. SOL US Quantum Computing TOP10 recorded a -32.00% return over the recent month, marking the largest decline among domestic ETFs

KOSDAQ-listed companies recorded 29 stock consolidation decisions from the 1st through the 24th of this month, the highest count since March. The Korea Exchange implemented strengthened delisting criteria from the 1st of this month, requiring companies to maintain market capitalization above 20

According to the Korea Exchange, listed companies decided on 29 stock par value consolidations from July 1-24, marking the highest level in four months as stronger delisting standards took effect this month. The surge comes as KOSDAQ index fell to 700 points and the exchange strengthened delisting c

According to Maeil Economics, Google's free cash flow turned negative in the second quarter of 2026 for the first time since going public in 2004, as capital expenditure of $44.9 billion exceeded operating cash flow of $39.1 billion. The company's cloud revenue surged 82% year-over-year to $24.8 bil

According to the Korea Financial Investment Association, industry executives including KOFIA Chairman Hwang Sung-yeop and approximately 10 CEOs from major securities and asset management firms will visit Tokyo, Japan in November. The delegation aims to examine Japan's valuation enhancement (Valup) p

According to Koscom ETF Check, quantum computing ETFs that surged 188% in 2025 have suffered dramatic reversals. SOL U.S. Quantum Computing TOP10 fell 32% in the past month, while PLUS U.S. Quantum Computing TOP10 dropped 29.82% over the same period, marking the steepest declines among

According to Odaily, Bain Capital recently completed the sale of majority stakes in Japanese memory chipmaker Kioxia, generating approximately 2.5 trillion yen (roughly 220 billion Korean won) in investment returns, marking one of Japan's highest PE gains on record. Following Bain's exit, Toshiba r

According to Hong Kong Exchanges and Clearing, Puqi Pharma, a Beijing-based biotech company focused on treating chronic inflammatory diseases, filed its listing application with the Main Board on July 24. CITIC Securities and Minyin Capital are acting as joint sponsors. The filing marks the company'

According to PANews, seven major U.S. tech companies will report earnings next week, starting July 28 (Beijing time). The list includes Apple (AAPL), Meta Platforms (META), Amazon (AMZN), Microsoft (MSFT), Qualcomm (QCOM), and SK Hynix. The earnings releases come as investors remain cautious

According to Korea Exchange, KOSDAQ index fell 5.32% to 748.22 on July 24, marking a one-year low amid weak trading volume and supply-demand imbalance. The performance gap between KOSDAQ and KOSPI has widened to record levels as investor sentiment

Korean stock market investor deposit funds dropped to 103.8765 trillion won as of the 22nd, marking the lowest level in five months since February 13, according to the Korea Financial Investment Association. The decline followed a 31.5% plunge in the KOSPI from its intraday peak of 9385.59 on the 19

According to the Financial Investment Association, investor deposits in South Korea fell to 103.8 trillion won on July 22, marking a five-month low as KOSPI dropped below 7,000 points. This represents the lowest level since February 13, signaling weakening investor confidence in the domestic

A survey of 120 financial investment professionals reveals overwhelming optimism about the semiconductor and AI rally, with 95% expressing confidence in the sector's outlook over the next year despite recent market volatility. The experts attribute the recent stock market turbulence to supply-side d

According to a Maeil Business Newspaper survey of 120 financial investment professionals, 95% remain optimistic about semiconductor industry fundamentals despite recent market volatility. The survey found that 67.5% of experts attribute current market turmoil to supply-demand distortions and short-t

According to Korea Exchange, on July 24, 14 single-stock leverage products tracking Samsung Electronics and SK Hynix saw net outflows of 49.6 billion won in the week of July 20-24, marking the first weekly outflow since their May 27 launch. The products had accumulated net inflows of

Oil-related exchange-traded notes (ETNs) in South Korea posted double-digit gains this month as international crude oil prices surged past $100 per barrel, driven by escalating military tensions between the United States and Iran. According to Korea Exchange data as of the 24th, Meritz Leveraged

According to Korea Exchange, as of July 23, Brent crude surged to $100.69 per barrel, marking the first time it breached the $100 level in two months and representing a 38% jump from late June. WTI futures for September delivery closed at $92.19 per barrel, up 33% over the same period. Escalating m

According to Yonhapinfomax, the dollar-yen exchange rate climbed to 163.852 yen last week, marking its highest level since November 1986 as oil prices surged on Middle East tensions. The pair briefly approached 163.988 yen, approaching the 164 level. The U.S. Federal Reserve's policy decision is