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10/26
13:52
Tradr ETFs announced that two of its leveraged ETFs tracking Hynix American Depositary Receipts (ADRs), one long product and one short product, will be delisted from US clearing around November 12. Both funds were listed on July 28 this year, and their assets have shrunk significantly since listing. Their combined size is currently about $1.3 million, a decrease of over 60% from their peak. Among them, the long product has fallen by over 5% since its listing, and the short product has dropped by as much as 42%.

SK Hynix's Seoul-listed share price has fallen by 56% from its historical high. Market optimism about the AI infrastructure investment boom is giving way to concerns about high financing costs, a trend that is eroding market demand for related leveraged products.
13:50
Hyundai Glovis has launched an integrated logistics service with Shopee Korea to help Korean cosmetics brands expand into Southeast Asia, the company said Monday. The service, launched this month, covers the entire shipping process, from domestic pickup and international freight to customs clearance, regulatory approvals and local order fulfillment. By bringing these services under one provider, Hyundai Glovis aims to shorten delivery times, reduce logistics costs and simplify compliance with various regulations.
13:50
South Korea's leading fashion platform, Musinsa, is deepening its presence in the Chinese market, with its store count in China surpassing all other overseas markets combined. Musinsa also introduces Chinese designers to the Korean market through Musinsa Empty, its high-end multi-brand store with three locations in Seoul. Musinsa announced on Monday that Daphne.Lab, the latest Chinese footwear brand to be introduced, is holding its first pop-up event at its Seongsu store in Seoul.
13:50
Samsung SDI has signed a 1 gigawatt-hour (GWh) energy storage system supply agreement with U.S. power developer Alpha Omega Power. This latest agreement, reached through Samsung SDI's Michigan subsidiary, brings its total contract value with Alpha Omega Power to 1.5 GWh. Battery cells and modules will be produced at the StarPlus Energy plant in Kokomo, Indiana, with delivery planned by the end of the year.
13:48
Fatih Birol, Executive Director of the International Energy Agency (IEA), stated that energy markets are not expected to recover to their levels before the US-Israel war against Iran in late February of this year until 2027. He noted that the conflict has severely tightened markets, disrupted global energy flows, and pushed up oil prices, requiring governments and businesses to prioritize energy security.
13:41
India's largest crypto exchange CoinDCX has absorbed a $16 million loss after an internal process failed to move customer deposits out of a retired wallet. The Mumbai-based exchange initially dismissed reports of suspicious outflows as a false alarm last week. CoinDCX stated that some users mistakenly continued to deposit funds into deprecated addresses after a July 2025 hack, and a secondary sweeping service failed to move these funds to primary wallets, leading to the loss. The exchange confirmed that all user funds remain safe in secure, segregated cold wallets.
13:41
India's ASK Investment Managers Ltd., backed by Blackstone, has appointed Akhil Chaturvedi as chief executive officer of its mutual fund operations. The appointment follows the company securing regulatory approval in February to expand into the mutual fund business, according to people familiar with the matter.
13:39
CUAM Solactive China & Global Semiconductor ETF, co-developed by Korea Investment Management and China Universal Asset Management's Hong Kong subsidiary, was listed on the Hong Kong Stock Exchange last Friday with net assets of HK$15.85 million (approximately US$2.06 million). The fund tracks the Solactive Ace ETF Connect China & Global Semiconductor Top 30 Index, developed by German index provider Solactive.
13:34
Apple and Samsung Electronics are cutting smartphone component orders due to soaring memory prices squeezing profit margins, which could threaten Samsung Display's fourth-quarter earnings, as nearly two-thirds of its revenue comes from the two phone makers, The Korea Herald reported, citing industry sources. Samsung's mobile division has asked suppliers to cut fourth-quarter component deliveries by 20% to 30% from original plans. Separately, Apple reportedly cut orders for certain iPhone 18 Pro and Pro Max models in October.
13:23
Frank Elderson stated at COP17's "Finance and Biodiversity Day" that nature degradation poses significant risks to the economy. When ecosystems deteriorate, businesses face higher costs, decreased productivity, and supply chain disruptions. He pointed out that 72% of companies in the Eurozone rely on at least one ecosystem service, and 75% of corporate loans go to companies highly dependent on ecosystem services. Research involving the European Central Bank (ECB) found that a once-in-a-century drought could put up to 24% of Eurozone economic output at risk, while insufficient flood protection also jeopardizes nearly 12% of economic output. Elderson emphasized that protecting and restoring nature is an economic and financial imperative, an investment in natural capital rather than a mere expense, because future prosperity directly depends on it.
13:22
Oil prices fell more than 2% on Monday (October 26), as investors weighed the threat of further attacks on Saudi Arabia's energy infrastructure against concerns that high oil prices could erode demand. U.S. WTI crude futures fell 2.19% to $101 per barrel, while Brent crude futures dropped 1.89% to $114.51 per barrel. This decline followed a significant surge in oil prices after Houthi attacks in Yemen on Saudi Arabia. Over the weekend, Houthi rebels claimed responsibility for attacks on Riyadh's main airport and oil facilities in the Saudi capital, with Saudi authorities stating on Sunday that they had intercepted additional missiles and drones. Despite the attacks, Saudi Arabia's main airport partially resumed operations on Sunday. Analysts noted that geopolitical uncertainty has added approximately $20 per barrel to oil prices, but if Brent crude prices break above $120, $130, or $140 per barrel, it could lead to demand destruction. Additionally, the U.S. Department of Energy on Friday authorized the release of up to 400,000 barrels of crude oil from the Strategic Petroleum Reserve to address supply disruptions at a refinery in Louisiana.
13:17
Iran is set to host a regional security meeting today in Tehran with top defense officials from Saudi Arabia, Turkey, and Pakistan. Ali Bagheri, the deputy secretary of Iran’s National Security Council, stated that Saudi Defense Minister Khalid bin Salman, Pakistani Army Commander General Asim Munir, and Turkish Intelligence Chief Ibrahim Kalin will participate in talks with Iran’s National Security Council Secretary Mohsen Rezaei. This meeting marks the first high-level contact between Iran and all members of the three-nation bloc since Saudi Arabia faced escalating attacks from Yemen’s Iran-backed Houthis.
13:17
Hong Kong's MPF Full Portability scheme, allowing employees to transfer both their own and employer's contributions annually, is set to begin on December 21. Lawmakers support the arrangement, believing it will foster competition among trustees and help drive down administrative fees. However, lawmaker Chau Siu-chung noted that about 80% of the public remains unclear about the scheme's meaning, emphasizing the need for stronger public awareness and simplified information from the government. Lawmaker Lam Chun-sing cautioned against frequent scheme changes, which could lead to high administrative costs and affect long-term returns.
13:16
Nikkei Asia reports that the Japanese government is tightening immigration rules for long-term residents and permanent residency, while expanding worker pathways for industries facing chronic labor shortages. This move aims to balance Japan's economic need for foreign workers with political pressure to adopt a tough stance on immigration. The government has set caps on two major work programs, increased application fees, and introduced stricter requirements. As of the end of 2025, Japan already had over 4 million foreign residents.
13:04
South Korean exchange Upbit has designated Initia (INIT) as a warning coin, citing security incidents such as unclarified or unaddressed hacking attacks on its virtual asset wallets or distributed ledgers, which pose a risk of user damage. INIT's deposit and withdrawal services were already suspended on October 24, 2026, at 00:57 KST. Following the warning designation, deposit services will not be resumed, and all deposits will be returned. The warning period is from October 26, 2026, 14:00 KST, to the fourth week of November 2026 (November 23-27). Upbit will conduct a detailed review to determine whether to extend the warning, lift it, or terminate trading support.
12:56
Australia's regulator has warned that global bond market volatility and AI-related concerns are threatening to erode financial market liquidity. Simone Constant, a commissioner at the Australian Securities and Investments Commission (ASIC), stated that by any data point, the current environment is one of heightened strategic risk.
12:47
Upbit announced that it has completed maintenance on the deposit and withdrawal services for Babylon (BABY) tokens and resumed the services at 13:44 KST on October 26, 2026. Previously, Upbit had suspended BABY token deposits and withdrawals at 18:00 KST on October 22, 2026, due to a Babylon network upgrade.
12:36
The Canadian government unveiled proposed stablecoin operational terms on October 24, allowing covered retail holders to redeem stablecoins directly from issuers without a minimum redemption amount. The new rules require issuers to complete redemptions within three business days and cap redemption fees at 1%. However, issuers may limit daily redemption amounts when reserve asset market liquidity is insufficient. These terms are accompanying regulations to Canada's Stablecoin Act (which received Royal Assent on March 26) and are expected to be implemented in the fall of 2027.
12:31
Nomura International (Hong Kong)'s latest report indicates that the SuperMimic paper from the University of California, Berkeley, shows that the computational power consumption for training humanoid robot full-body motion controllers can be compressed by over 1000 times. A task that previously required 128 GPUs running for a week can now be completed in just three hours with one H100 GPU. This technology has been accepted by CoRL 2026 and will be published on October 20.

Nomura analysts Frank Fan and Donnie Teng believe this is the most compelling evidence of the "cheapening" of robot body control training costs. They warn that as the barrier to entry for motion software significantly lowers, the industry's competitive focus will shift from algorithmic capabilities to hardware consistency. Companies that can maintain joint precision in mass production will gain a more lasting competitive advantage. SuperMimic achieves over 10 times faster training speed and approximately 64 times fewer training steps by establishing a robot "body model" and training the controller within this model, while maintaining stable model prediction errors. This controller has successfully performed complex actions on a Unitree Robotics G1 real robot.

Nomura emphasizes that SuperMimic primarily addresses advancements at the robot's "cerebellum" (motion control) level and does not involve cognitive decision-making or dexterous manipulation. The report estimates that actuator costs account for approximately 50% to 75% of the total component cost of humanoid robots. Robot manufacturers or key component suppliers with highly consistent control capabilities are expected to benefit. Nomura maintains a "Buy" rating on Unitree Robotics with a target price of RMB 370.
12:21
Economist and macro strategist David Woo points out that despite Middle East oil flows having recovered to above pre-war levels, oil prices remain elevated due to soaring transportation costs and geopolitical threats from Iran. He believes that refiners are paying not only for crude oil but also approximately $34-37 per barrel in shipping, insurance, and financing costs. Iran does not need to blockade the Strait of Hormuz; merely maintaining a threatening posture can keep oil transportation costs high in the long term, thereby indirectly supporting oil prices. Woo maintains a bullish stance on oil prices, projecting a target range for Brent crude between $110 and $120 per barrel.

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