Global
Stocks
Bloomberg: "South Korea's Leverage Wind-Down Nears End... Stock Market Volatility Eases"
Bloomberg reported on the 9th that stock market volatility is subsiding as the unwinding of South Korea’s leveraged positions enters its final stages.
The KOSPI index closed at 6,258.77, down 37.6…
Politics (Global)
“U.S. Troops Out, Pay Up”… Iran Sets ‘Six Conditions’ for the Strait of Hormuz
As Iran and Oman enter the final stages of reaching an agreement on reopening the Strait of Hormuz, hardliners have put forward six key demands, including the withdrawal of U.S. troops. With the U.S. …
Management
"SK hynix Considers Selling Stake in Chongqing Plant in China, Among Other Options"
Foreign media reported that SK hynix(000660)is considering a plan to sell its stake in a semiconductor back-end (packaging) plant in Chongqing, China.
According to a Bloomberg report on the 7th…
Management
900 Million SpaceX Lock-Up Shares Were Released… But Why Is the Stock Price Rising?
With the first post-IPO lock-up period for SpaceX ending on the 6th (local time), more than 900 million shares held by early investors became tradable. Contrary to initial concerns that the lifting of…
Energy
15% Tariff on U.S. Polysilicon… Good News or Bad News for Korea?
With the U.S. set to impose a 15% tariff on polysilicon derivatives, the supply chain—which has been dominated by Chinese companies—is expected to rapidly restructure. Domestic materials companies tha…
Around the World
Buffett: "People Are Caught Up in Gambling Psychology... Many Assets Are Priced Higher Than Their Actual Value"
Warren Buffett, Chairman of Berkshire Hathaway, recently warned that the U.S. stock market is “becoming gambling rather than investing.”According to the U.S. investment media outlet Motley Fool on the…
Trade
U.S. Imposes 15% Tariff on Derivatives of Polysilicon Based on Minimum Import Price
On the 6th (local time), U.S. President Donald Trump signed an executive order containing new trade measures to protect the polysilicon industry, a key raw material for semiconductors and solar panels…
Commodities
Oil Prices Up, Gold Prices Down… Hormuz Strait Uncertainty Sparks Inflation Fears
International oil prices surged on news of Iran’s hardline control measures over the Strait of Hormuz, while gold—a prime safe-haven asset—gave up its gains and turned lower. This was driven by the sh…
Politics (Global)
U.S. Democrats: "Did South Korean Companies Pay Trump $3 Billion in Bribes?"… Senate Launches Investigation
U.S. Senate Democrats have launched an investigation into a $2 million (approximately 2.85 billion won) payment made by South Korean mid-sized company Base Group to a company owned by President Donald…
Trade
Why Are Korean Companies Turning Their Attention to Taiwan? Trade Shows Emerge as Global Business Connectivity Platforms
"Taipei 101" (TAIPEI 101), Taiwan’s tallest building and a landmark. (Photo: TAITRA)
In June of this year, during “COMPUTEX TAIPEI,” NVIDIA CEO Jensen Huang hosted “Korea Partner Night” at a local…