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

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4 months ago

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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
00:00:02 – 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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Trump Says US Will Give Ukraine License to Make Patriot Missiles

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1 hour ago

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July 16, 2026

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President Donald Trump, speaking at the NATO Summit in Ankara, Turkey, says the US plans to give Ukraine a license to make their own air defense Patriot missiles. During a meeting with Ukraine President Volodymyr Zelenskyy, Trump says it’s very complex, but we’ll “show them how to do it.”
——–
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Ukraine Seeks Faster Patriot Production

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3 hours ago

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July 16, 2026

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Axios defense reporter Colin Demarest says President Donald Trump’s proposal to let Ukraine produce Patriot interceptors faces significant manufacturing, licensing and technology hurdles, making it unlikely to address Kyiv’s immediate air defense needs. He says shortages of advanced interceptors continue to raise broader questions about defense industrial capacity, while Ukraine’s rapid innovation in drones is reshaping how allies think about modern warfare.
——–
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Paramount-Warner Bros. Deal Challenged by California, States

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4 hours ago

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July 15, 2026

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A group of 12 states sued Paramount Skydance Corp. Monday seeking to block its $110 billion bid to buy Warner Bros. Discovery Inc., alleging the blockbuster Hollywood deal would leave viewers with higher prices and fewer choices for movies and television.  Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst for Antitrust joins Bloomberg Businessweek Daily to discuss.
——–
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Makary on FDA’s rollback of hormone replacement therapy warnings #shorts #fda #hrt #womenshealth

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6 hours ago

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July 15, 2026

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Dr. Marty Makary, former FDA Commissioner, explains the decision behind the FDA’s rollback of long-standing warnings on hormone replacement therapy. On Wall Street Week we look at the $360 billion women’s health market, Wall Street’s investment in menopause and the challenges of distinguishing evidence-based care from marketing hype https://bloom.bg/3EMZYZX

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Maine Democrats Face Tight Senate Deadline

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7 hours ago

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July 15, 2026

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Bloomberg’s Boston Bureau Chief Brooke Sutherland says Maine Democrats are racing to choose a new Senate nominee after Graham Platner withdrew, leaving the party with little time to unify behind a replacement in a race viewed as critical to control of the Senate. She says party leaders face pressure over the candidate vetting process as delegates prepare to select a nominee from a crowded field ahead of the filing deadline.
——–
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