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Momentum collapse, huge shock in Korean stocks, quantitative funds face the worst drawdown since August 2025!

Momentum collapse, huge shock in Korean stocks, quantitative funds face the worst drawdown since August 2025!

``` Quantitative funds are experiencing their most intense turbulence so far this year. Amid increasingly abnormal market fluctuations, net asset values of systematic long-short funds have shrunk sharply within just two weeks, triggering industry concerns over potential systemic risks. According to Goldman Sachs’ latest trading desk memo, as of July 8,

Bain Capital exits Kioxia unscathed; the artificial intelligence wave creates epic returns in private equity.

Bain Capital exits Kioxia unscathed; the artificial intelligence wave creates epic returns in private equity.

``` Bain Capital has completely exited its holdings in Japanese flash memory chip manufacturer Kioxia Holdings, marking the end of a nearly decade-long investment. The global semiconductor demand frenzy driven by artificial intelligence has turned this once-controversial acquisition into one of the most dazzling success stories in private equity history. Bain

Japan's borrowing costs have surged to a 30-year high, with concerns over a debt crisis unsettling global bond markets.

Japan's borrowing costs have surged to a 30-year high, with concerns over a debt crisis unsettling global bond markets.

Japanese government bonds are experiencing sustained sell-offs, with long-term yields soaring to rare highs not seen in decades, intensifying market concerns over fiscal sustainability. During the Asia-Pacific session on Thursday, Japan’s benchmark 10-year government bond yield rose to 2.883%, the highest level since 1996. Meanwhile, the 40-year bond

Korean stock market shows abnormal concentration: Two chip stocks plus leveraged ETFs dominate 70% of trading volume.

Korean stock market shows abnormal concentration: Two chip stocks plus leveraged ETFs dominate 70% of trading volume.

``` The combined trading volume of Samsung Electronics and SK Hynix, two chip stocks, together with leveraged ETF products tracking them, now accounts for over seventy percent of South Korea's stock market volume. This highly concentrated structure is pushing the world's strongest-performing market into violent turbulence. According

Levi's net profit in the second quarter reached $87.3 million, with DTC business accounting for over 50% for the first time.

Levi's net profit in the second quarter reached $87.3 million, with DTC business accounting for over 50% for the first time.

On July 8, clothing manufacturer Levi Strauss & Co. released its second quarter report for fiscal year 2026, ending May 31. During the period, the company achieved revenue of $1.56 billion, an increase of about 8% compared to $1.45 billion in the same period last year; net profit

Chip stocks reignite, Japanese stocks rise nearly 2%, Korean stocks show a V-shaped rebound and rise nearly 2%, SK Hynix's blockbuster listing effect spreads across Asia-Pacific.

Chip stocks reignite, Japanese stocks rise nearly 2%, Korean stocks show a V-shaped rebound and rise nearly 2%, SK Hynix's blockbuster listing effect spreads across Asia-Pacific.

Optimistic expectations for AI demand once again outweighed concerns about the Middle East situation and inflation, leading Asia-Pacific chip stocks to rebound on Thursday, though South Korea’s stock market saw roller-coaster movements again. Seoul’s composite index opened up 3.3% on Thursday, then the gains further expanded to

From "scarcity" to "slowdown"? Bearish Deutsche Bank: Pop Mart's IP cycle has peaked, faces more severe decline risk in the second half of the year

From "scarcity" to "slowdown"? Bearish Deutsche Bank: Pop Mart's IP cycle has peaked, faces more severe decline risk in the second half of the year

``` Deutsche Bank has issued a warning that Pop Mart's era of high growth may have reached a turning point. According to Wind Chasing Trading Desk, Deutsche Bank released its latest research report on July 8, maintaining a "Sell" rating for Pop Mart with a target price