“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:01:39 – US chip stocks rally
00:06:14 – US ends Hormuz blockade, downplays tolls
00:15:53 – SpaceX prepares for bond sale of at least $20B
00:17:49 – Charles Schwab CEO Rick Wurster on SpaceX debut
00:25:25 – Breaking: Japan’s inflation holds steady
00:26:46 – ANU’s Jessie Moritz on Iran-US deal
00:35:41 – Australia to tweak capital gains rules
00:37:53 – Parliament hears KPMG Australia scandal
00:41:36 – Exclusive: Resonac CEO Hidehito Takahashi on AI demand
00:47:20 – Markets open in Tokyo, Seoul and Sydney
00:51:04 – Ascalon Capital’s Isaac Poole on Asian markets
01:00:43 – Alert: China to impose additional 55% tariff on Australian beef imports
01:03:00 – Trump says Iran ceasefire includes Lebanon, Hezbollah, Israel
01:05:34 – Oil set for weekly loss as Hormuz traffic picks up
01:08:39 – Alert: US starts section 301 probe of Germany over pharmaceuticals
01:09:33 – UK by-election vote to determine Starmer’s fate
01:13:11 – University of Technology Sydney’s Marina Zhang on G7 move on rare earths
01:21:53 – Breaking: US tells ASML it’s concerned China may have top chip tool
01:28:23 – Exclusive: Alibaba Group Chairman Joe Tsai on AI economy
——–
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EU leaders say the bloc needs bigger banks, bigger tech firms, bigger defense contractors and bigger investments.

Stephen Carroll explains how Europe is trying to protect itself as the global order disintegrates and China drives deeper into its traditional markets.
——–
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The US and Iran have 60 days to reach a nuclear agreement and a more permanent peace deal, but face-to-face talks in Switzerland have been delayed. Also on the show: ships are now back sailing through the Strait of Hormuz, with the US declaring an end to its naval blockade; Andy Burnham wins a contest for an open UK parliamentary seat; Zimbabwean lawmakers approve a controversial amendment to the constitution that will lay the ground for President Emmerson Mnangagwa to extend his rule. Guests include: Hasnain Malik, Tellimer, Managing Director for Emerging Market Equity & Geopolitical Strategy; Jun Bei Liu, Ten Cap Founder; Mairav Zonszein, International Crisis Group, Senior Analyst for Israel; Gitanas Nauseda, Lithuanian President.

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
00:03:49 – US ends Hormuz blockade, stranded oil streams through
00:06:51 – Hasnain Malik, Tellimer, Managing Director for Emerging Market Equity & Geopolitical Strategy
00:15:23 – Jun Bei Liu, Ten Cap Founder
00:26:16 – Mairav Zonszein, International Crisis Group, Senior Analyst for Israel
00:32:33 – Burnham wins UK by-election, paving way for leadership bid
00:36:09 – Zimbabwe MPs pass bill to extend leader’s rule
00:41:44 – Gitanas Nauseda, Lithuanian President
——–
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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
00:02:29 – Hormuz flows seen at strongest pace since war began
00:06:00 – Kpler’s Muyu Xu on why backlog does not equal normalization
00:14:23 – Muyu Xu on China’s role as swing buyer and refinery demand
00:19:00 – Exclusive: Alibaba’s Joe Tsai says AI will create a $50T economy
00:23:39 – Exclusive: Kotak Mahindra Bank’s Ashok Vaswani on growth strategy
00:29:35 – India macro outlook improves as oil falls and external pressures ease
00:32:00 – Exclusive: Bank of America’s Vikram Sahu on investor sentiment toward India
00:36:18 – Vikram Sahu on AI uncertainty and its impact on India’s IT services sector
00:38:34 – Vikram Sahu on IPO pipeline strength and appetite for quality companies
——–
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US Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions. ASML has pushed back on Lutnick’s suggestion, explaining that none of its extreme ultraviolet lithography machines are in China, according to people familiar with the talks. Bloomberg’s Neil Campling reports.
——–
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