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
00:01:16 – US and Iran agree to halt attacks on each other ahead of talks
00:06:15 – Samsung, SK ready decade of spending to sustain Korea’s AI lead
00:08:48 – First Degree’s Kaia Parv on Korea capex outlook
00:14:43 – Kaia Parv on AI rotation and diversification challenges
00:19:52 – China’s Ren Yuzhi says tech growth a challenge to predicting energy demand
00:23:13 – Japan and Korea take a back seat as rotation takes hold in equities
00:27:01 – Revelstoke’s Dan Heyler on Korea’s chip investment roadmap
00:38:19 – PBOC’s new overnight rate said below forecasts in hint at easing
00:39:39 – China, India see top firms lose market cap share in AI lag
00:42:53 – HDFC bank review finds no basis for ex-chairman’s allegations
——–
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Unlike autos or agriculture, North America’s energy trade does not function as a single, integrated three-country system. Instead, it operates through two powerful bilateral relationships: Canadian oil flowing south into US refineries and American natural gas powering Mexico’s economy. Howard Energy Partners CEO Mike Howard says roughly 70% of Mexico’s energy comes from the United States, while former Canada Energy Regulator CEO Gitane De Silva notes that about 60% of US oil imports originate in Canada. As USMCA negotiations approach, energy executives, regulators, and policy experts largely agree on one thing: the current arrangement works remarkably well, and the best outcome may be to leave it largely untouched.
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SpaceX shares have extended declines in premarket trading, a day after the company saw the second-largest single-session drop in market value on record. After falling for three straight sessions, SpaceX has shed more than $600 billion in value.

A selloff in technology stocks has dragged Nasdaq 100 futures lower. The slump has cascaded across global markets as investors turned jittery about high-flying tech stocks and frothy valuations. South Korea’s Kospi Index plunged 10% from a record high.

Andy Burnham, the former Mayor of Greater Manchester, appears set to become the UK’s seventh prime minister in a decade. Burnham’s path to Downing Street was cleared on Monday when Keir Starmer announced he would step aside as leader of the Labour Party. Burnham is under pressure to outline an economic plan for the UK following his sudden and spectacular rise toward the pinnacle of British politics.

Today’s guests: Ludovic Subran, Allianz CIO & Chief Economist; Victoria Honeyman, University of Leeds Professor of British Politics; Antony Jenkins, 10x Banking CEO & Founder

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:36 – SpaceX falls 23% in three sessions
00:02:41 – Market roundtable: Allianz’s Ludovic Subran & Bloomberg Opinion’s Parmy Olson
00:14:51 – Downing Street roundtable: University of Leeds’ Victoria Honeyman & Bloomberg Opinion’s Rosa Prince
00:23:37 – Tuesday headlines
00:24:12 – UK PMI latest
00:24:57 – Antony Jenkins, 10x Banking CEO & Founder
00:32:04 – EU, UK reassess July 2 summit
00:32:28 – Assessing the cost of Brexit to UK
00:35:45 – Euro area business activity shows resilience to Iran war fallout
00:39:38 – Tankmaker KNDS expected to announce IPO as soon as today
00:43:25 – Big Take: How Eli Lilly’s CEO Plans to Defeat Pharma’s Boom-Bust Cycle
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Global stocks rebounded from a two-day loss after Micron Technology’s blowout sales forecast rekindled investor confidence in the artificial-intelligence trade. Also on the show: US Secretary of State Marco Rubio met leaders of the UAE and Kuwait to reassure Persian Gulf allies of the strength of an interim peace agreement with Iran; Brent oil erased all of its wartime gains after flows through the Strait of Hormuz ramped up following progress on a US-Iran peace deal; Dubai Holding is exploring an investment in Hscale, a private equity-backed data center builder, as it seeks to grow its European portfolio; Dangote Petroleum Refinery IPO has sparked an investor frenzy across Nigeria. Guests include: Aarthi Chandrasekaran, Shuaa Capital Public Markets Head; Farouk Soussa, Goldman Sachs MENA Senior Economist Global Investment Research; Yasseen Mansour, Palm Hills Development Chairman and Group CEO.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:02:14 – Stocks get a boost from Micron outlook
00:05:37 – Aarthi Chandrasekaran, Shuaa Capital
00:11:07 – Rubio meets Gulf leaders
00:14:22 – Brent oil erases wartime gains
00:19:19 – Dubai Holding weighs stake in Hscale
00:28:54 – Farouk Soussa, Goldman Sachs
00:36:17 – Yasseen Mansour, Palm Hills Development
00:42:08 – Dangote IPO sparks investor frenzy
——–
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South Korean stocks were hit by a second trading suspension this week as chipmakers plunged, highlighting the market’s sensitivity to swings in global artificial-intelligence sentiment. The benchmark Kospi extended losses after the Korea Exchange’s 20 minute trading halt, falling as much as 9%. Bloomberg’s Anthony Stephens reports.
——–
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