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Скачать или смотреть Asian Markets Could Get Hit Harder by a Prolonged Iran Conflict |Insight with Haslinda Amin 3/4/2026

  • Bloomberg Television
  • 2026-03-03
  • 3889
Asian Markets Could Get Hit Harder by a Prolonged Iran Conflict |Insight with Haslinda Amin 3/4/2026
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Описание к видео Asian Markets Could Get Hit Harder by a Prolonged Iran Conflict |Insight with Haslinda Amin 3/4/2026

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 - Insight with Haslinda Amin Begins
00:00:02 - Trump and Merz warn on Iran war and fears of unstable new leadership
00:03:20 - Korea suffers its biggest crash since 2008 as Asia markets unwind
00:06:02 - Barclays Global Chairman of Research Ajay Rajadhyaksha on Korea’s parabolic rally and correction
00:09:50 - Rajadhyaksha on markets mispricing Iran risk and why Asia is hit harder than the U.S.
00:11:49 - Rajadhyaksha on oil‑driven sentiment and dangers of assuming quick de‑escalation
00:15:06 - Stephen Engle on China’s five‑year plan and NPC focus on growth stability
00:17:52 - Rajadhyaksha on China’s AI strength, robotics edge and housing‑market drag
00:18:22 - Rajadhyaksha on yuan resilience and valuation trends
00:23:31 - Thai stocks plunge
00:24:36 - Delta Electronics Thailand CEO Victor Cheng on AI data center power demand
00:26:42 - Cheng on supply chain resilience and managing Middle East disruptions
00:37:47 - Apollo Global Management CEO Marc Rowan on shakeout ahead for private‑market firms
00:41:21 - Rowan on risks from concentrated U.S. mega‑cap equity dominance
00:43:09 - India faces rising market pressure as oil prices surge during the Iran war
00:47:11 - Hormuz shutdown and surging energy costs roil markets
00:50:01 - Trump weighs risks of new Iranian leadership as strikes intensify
00:55:20 - JPMorgan Head of Asia Economics and Chief India Economist Sajjid Chinoy on oil supply limits
00:57:32 - Chinoy on when oil spikes become global inflation shocks
01:04:27 - Chinoy on India’s rupee strategy, reserves and current‑account buffers
01:11:07 - China’s NPC outlook as leaders unveil long‑term economic blueprint
01:13:52 - Minmin Low on China’s push for consumption, social protections and innovation
01:16:47 - Iran’s drone‑versus‑missile cost gap pressures U.S. defense resources
01:17:58 - The Killowen Group Chairman Harlan Ullman on U.S. strategy gaps and escalation risks
01:28:23 - India monitors Gulf fallout as millions remain stranded in the region
01:31:10 - Pakistan steps up confrontation with Afghanistan amid rising tensions
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