Market anxiety subsided significantly as oil prices and interest rates stabilized on expectations of de-escalation between the U.S. and Iran. In addition, investment enthusiasm revived as major technology firms unveiled new artificial intelligence technologies and continued investments.
Geopolitical tensions eased following discussions on de-escalating the U.S.-Iran conflict and proposals to reopen the Strait of Hormuz
Inflation concerns eased as international crude oil prices fell sharply on expectations of reduced geopolitical risk in the Middle East
U.S. Treasury yields, which had surged intra-day, pulled back to stabilize amid falling oil prices and hopes for progress in Middle East talks
AI tech stocks gained strength on Microsoft's unveiling of new AI agents and news of large-scale cloud contracts
Optimistic outlooks continued, including Meta's price target hike and bullish broker ratings on key tech stocks
A proposed amendment to the Capital Markets Act has been introduced to mandate listed companies to disclose acquisition proposals and implement board review procedures. Investor expectations are rising regarding the protection of minority shareholder rights in previously opaque M&A and tender offer processes, as well as improvements in corporate governance and equity revaluation.
Introduction of the Korean-style 'Bear Hug Law' (amendment to the Capital Markets Act), which mandates disclosure of acquisition proposals and board review procedures for listed companies
Yatra Online's board unanimously rejects Magna Holdings' share purchase proposal, citing a low acquisition price and financing uncertainty
GE HealthCare's board recommends against Potemkin's mini-tender offer proposal, citing a low offer price and restrictions on withdrawal rights
Warner Bros. Discovery's board rejects Paramount-Skydance's acquisition proposal, considering existing contract terms with Netflix and termination fee burdens
