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The International Monetary Fund (IMF) stated that adjustments in the field of artificial intelligence could pose potential risks, which could also affect South Korea and other countries.

2026-07-08

The International Monetary Fund (IMF) stated that adjustments in the field of artificial intelligence could pose potential risks, which could also affect South Korea and other countries.

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2026-07-09

Hong Kong PCB-related stocks opened higher: Kingboard Group (00148.HK) up 6.4%, Kingboard Laminates (01888.HK) up 4.5%, Han's CNC (03200.HK) up nearly 3%.

Hong Kong PCB-related stocks opened higher: Kingboard Group (00148.HK) up 6.4%, Kingboard Laminates (01888.HK) up 4.5%, Han's CNC (03200.HK) up nearly 3%.
2026-07-08

Trump is pushing Ukraine to produce Patriot and Tomahawk systems, signaling a shift in US aid from direct fiscal support to a technology‑licence plus supply‑chain export model. That shifts defense-sector commercial logic away from single government p

Trump is pushing Ukraine to produce Patriot and Tomahawk systems, signaling a shift in US aid from direct fiscal support to a technology‑licence plus supply‑chain export model. That shifts defense-sector commercial logic away from single government procurement toward recurring overseas revenue streams from system licensing, core parts supply and long‑term maintenance. The move also signals a lower probability of a quick end to the Russia‑Ukraine conflict and prepares markets for more sustained military support, which should reinforce European defense spending and related investment. Market takeaways: reprice defence equities for greater foreign and service income exposure; reassess European fiscal trajectories and potential sovereign issuance/interest‑rate implications from prolonged defense spending; consider tactical exposure to energy, resources and other defensive assets tied to extended geopolitical risk.
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