Global TradFi & Macroeconomics

According to investment banking industry sources, Taylormade's controlling shareholder Centroid Investment has selected global private equity fund Entrada as its preferred bidding partner today (July 27) in the golf brand's ongoing sale process. The move marks a new phase in the Taylormade

According to Financial News on July 27, major Korean brokerages downgraded target prices for three companies following Q2 earnings disappointments. Shinhan Investment downgraded Samsung Heavy Industries (010140) to 32,000 won from 37,000 won, citing one-time wage ruling costs that depressed Q2

NVIDIA stock fell by about 0.92% on July 27; the same day, Reuters, citing a Sunday report from The Wall Street Journal, said NVIDIA is in talks to provide about $250 billion in financing guarantees for OpenAI, as part of OpenAI’s 10-gigawatt data center project in southern Ohio developed by SoftBank’s energy subsidiary. NVIDIA Guaranteed Deal Structure: $250 Billion Covers Lease and Debt Financing According to the WSJ, the $250 billion that NVIDIA would guarantee would cover the data center’s l

According to multiple brokers, the USD-KRW spot MAR in Seoul's foreign exchange market was quoted at +0.05 won before market open on July 27. NDF (non-deliverable forward) fixing positions were neutral, indicating that regional market participants faced a balanced positioning ahead of the market

Hyundai Motor Securities' real estate project financing risk expanded in the watchlist category rather than fixed-and-below assets at the end of Q1 2025. Watchlist-and-below assets approached 400 billion won, and net watchlist-and-below assets exceeded 20% of equity capital after deducting

According to South Korea's financial investment industry, Hyundai Motor Securities' at-risk asset holdings reached 398 billion Korean won in Q1 2026, surging 33.3% from 298.2 billion won at year-end 2025. The ratio of at-risk assets after provisions to shareholders' equity climbed to 20.3% from 13.5

The Indonesian rupiah declined to 17,970 per U.S. dollar during early trading on July 27.

South Korean bond market participants are raising terminal rate expectations amid growing forecasts for back-to-back interest rate hikes in August. Market consensus had anticipated the base rate reaching around 3.5% by mid-next year through gradual quarterly increases. Following last week's GDP grow

According to Securities Times, Zhiyuan Innovation, a general AI robotics company, has launched its Hong Kong IPO process on July 27. The company shipped over 5,000 humanoid robots in 2025, ranking first globally with approximately 39% market share, according to data from Omdia. As of June 2026,

According to Odaily, Changxin Technology's market cap fell below 3 trillion yuan as of today (July 27), though it remains the most valuable company by market capitalization. The stock is trading at 42.53 yuan domestically and 6.32 USD on

According to Odaily, Changxin Technology recorded trading volume exceeding 80 billion yuan (approximately $11 billion) in less than 30 minutes following its market debut today, July 27.

According to Odaily, Changxin Technology's stock briefly dropped below 40 yuan, touching a low of 38.11 yuan today before recovering sharply to 45.8 yuan.

South Korea's credit market showed relative resilience in July following the Bank of Korea's interest rate hike decision. Prior to the Monetary Policy Committee meeting, buying interest weakened amid concerns over rate increases, but some demand recovery emerged afterward. The stabilized

According to Yonhapinfomax, South Korea's credit bond market showed relative strength on July 27 following the Bank of Korea's rate hike earlier in the month. Most AAA-rated public bonds were issued at rates lower than market assessments, while secondary market trading also remained firm. Analysts a

According to the Korea Exchange, Hyundai Rotem hit a 52-week low during intraday trading on July 27, falling to KRW 130,900, down 17.36% from the previous trading day. The decline followed the company's second-quarter earnings, which fell short of market expectations. Brokers subsequently cut

Coinone, a South Korean cryptocurrency exchange, launched a Korea Investment & Securities Web Trading System (WTS) connection menu in its app main screen on the 27th. The integration aims to simplify access for users who invest in both virtual assets and stocks, following Korea Investment & Securiti

On May 27, forex dealers in the Seoul foreign exchange market forecast that the USD-KRW exchange rate will move around the mid-to-late 1,450 won range based on supply and demand. Over the weekend, Esmail Baghaei, spokesperson for Iran's Foreign Ministry, stated that Iran is 'in dialogue with the

According to Coinone on July 27, the South Korean digital asset exchange added a new menu on its app's main screen connecting users to Korean Investment Securities' web trading system (WTS). The new 'Stock Investment' tab allows users to access real-time domestic stock data and seamlessly

According to James Mackintosh, Wall Street Journal senior markets columnist, writing on July 26, SK Hynix American depositary receipts (ADRs) trade at a 16-51% premium to the company's Korean-listed shares since their U.S. listing. Mackintosh attributed the substantial premium to a structural

On July 24, 2026, Beijing time, Bloom Energy (BE) closed at $184.89, down 14.91% for the day. This drop was not an isolated event—since the short report was released on July 8, the stock’s cumulative decline over the past month has widened to about 43%. And less than a month earlier, on June 25, BE’s share price had hit a 52-week high of $351.28. From the 52-week low of $24.04 to $351.28, BE posted gains of more than 1,300% within a year. This level of rally alone implie