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![[Global Markets] '9.8x Valuation Undervaluation' and Record Southbound Capital Influx: '37% AH Discount' and Hang Seng Tech AI Portfolio Realignment Amid US-Europe-Asia Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6a4e6ae45a25.66986159.png)
[Global Markets] '9.8x Valuation Undervaluation' and Record Southbound Capital Influx: '37% AH Discount' and Hang Seng Tech AI Portfolio Realignment Amid US-Europe-Asia Decoupling
As global markets correct due to US tech earnings concerns and semiconductor supply fatigue, Hong Kong's Hang Seng Index remains resilient, driven by ...
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![[Global Market] The '6.2% RRR' and China's PBOC Rate Cut Dilemma: Yuan Defense vs. Global Commodity Liquidity Scenarios Amid Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a665987b0e174.85449016.png)
[Global Market] The '6.2% RRR' and China's PBOC Rate Cut Dilemma: Yuan Defense vs. Global Commodity Liquidity Scenarios Amid Tri-Polar Decoupling
China's PBOC is struggling with whether to cut reserve requirement ratios RRR to boost the economy or hold back to stabilize the yuan, amidst a tri po...
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![[Global Markets] 'The $190 Billion Milestone' Microsoft (MSFT) Q4 Earnings Announcement and AI Infrastructure Spending Outlook Scenarios](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6508c19e8980.21823861.png)
[Global Markets] 'The $190 Billion Milestone' Microsoft (MSFT) Q4 Earnings Announcement and AI Infrastructure Spending Outlook Scenarios
Daily Stock provides an in depth analysis of Microsoft's MSFT upcoming FY2026 Q4 earnings release, focusing on its revenue outlook, rising AI infrastr...
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![[Global Markets] 'Surpassing 2.82%' 10-Year Government Bond Yield and Projected BOJ 1.0% Freeze: 'YCC Scrap Aftermath' and Global Capital Repatriation Scenario Amidst US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a63b6b515a969.81300909.png)
[Global Markets] 'Surpassing 2.82%' 10-Year Government Bond Yield and Projected BOJ 1.0% Freeze: 'YCC Scrap Aftermath' and Global Capital Repatriation Scenario Amidst US-EU-Asia Tri-Polar Decoupling
Analyzing the BOJ's expected rate freeze in July following June's hike to 1.0%, amidst rising 10 year JGB yields hitting 2.82%, macro decoupling, and ...
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'₹17,227 Crore Inflow' India's SENSEX and Foreign Capital Return: 'Semiconductor Fatigue' and Oil Price Liquidity Scenarios Amid US-Europe-Asia Decoupling
India's SENSEX is gaining attention as foreign portfolio investors FPIs return, injecting over ₹17,227 crore in July despite global geopolitical uncer...
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![[Global Markets] Brent Crude Surpasses $94 and OPEC+ Prolongs Output Cuts: 'Middle East Geopolitical Unrest' and Global Stagflation Scenarios Amid Three-Pole Decoupling (US, Europe, Asia)](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6113a81bbc52.50667355.png)
[Global Markets] Brent Crude Surpasses $94 and OPEC+ Prolongs Output Cuts: 'Middle East Geopolitical Unrest' and Global Stagflation Scenarios Amid Three-Pole Decoupling (US, Europe, Asia)
With OPEC+ extending output cuts through late 2026 and Middle East conflicts intensifying, Brent crude topped $94. This sharpens the 'three pole decou...