Business
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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Business
BlackRock’s Rosenberg on Fed Rates, IALT ETF Strategy
Jeffrey Rosenberg, portfolio manager of the iShares Systematic Alternatives Active ETF (IALT) at BlackRock, explains how the ETF is navigating the current economic environment on “Bloomberg The Close.”
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Business
US, Iran Agree to 60-Day Truce Pending Trump Approval | Balance of Power: Late Edition 5/28/2026
“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Representative John Garamendi (D-CA), a member of the House Armed Services Committee, says “absolutely not” to approving a $1.5 trillion defense budget or money above current appropriations without a clear justification, Representative Mike Lawler (R-NY), chair of the House Foreign Affairs Subcommittee on the Middle East and North Africa, says getting enriched uranium out of Iran is the “largest part” of any Iran deal, and David Kennedy, Dell CFO, says the increase in AI server demand is why the company boosted its annual sales forecast.
Chapters:
00:00:00 – Balance of Power Begins
00:03:07 – Catherine Lucey on US, Iran reaching Tentative Ceasefire Deal
00:04:23 – Rep. John Garamendi (D-CA)
00:14:37 – Power Moves with Romaine Bostick
00:19:18 – The Debrief with Mario Parker
00:24:14 – Rep. Mike Lawler (R-NY)
00:33:32 – David Kennedy, Dell Technologies CFO
00:39:55 – Ashley Davis and Matt Bennett Discuss Tentative Ceasefire Deal
——–
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Business
Bloomberg Surveillance 5/28/2026
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00:00 – Bloomberg Surveillance starts
00:07:24 – Bob Doll, Crossmark Global Investments
00:18:43 – Lt. Gen. Karen Gibson (Ret.), Academy Securities
00:30:18 – Dan Ives, Wedbush Securities
00:41:32 – Kay Herr, JPMorgan Asset Management
00:53:11 – Emily Roland, Manulife John Hancock Investments
01:19:03 – Robin Vince, BNY CEO
01:40:55 – Kathryn Kaminski, AlphaSimplex Group
01:53:01 – Sucharita Kodali, Forrester
02:04:37 – Matthew Luzzetti, Deutsche Bank
02:18:11 – Matt Stucky, Northwestern Mutual Wealth Mgmt.
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Business
Philippines’ Marcos on Building a Legacy of His Own
Heir to the Philippines’ most famous political dynasty, President Ferdinand ‘Bongbong’ Marcos Jr has had to contend with the complicated history of his family name. Now with two years left in his single-term presidency, Marcos is facing the economic consequences of a rupture in global geopolitics, a rapidly changing technological landscape, and a growing feud at home with his Vice President Sara Duterte, who is herself a successor of another prominent political family. In this latest episode of Latitude, the Philippine president opens up to Bloomberg’s Haslinda Amin on how he is forging ahead to try and build a legacy of his very own.
Chapters:
00:00:00 – Introduction
00:01:59 – Challenges faced during his presidency & the Iran war
00:04:13 – Outlook for the Philippines economy
00:07:07 – Investment into national and digital infrastructure
00:09:40 – AI risks to the economy
00:10:56 – Allegations of corruption
00:14:59 – Rivalry with VP Sara Duterte
00:18:26 – Marcos family history and legacy
——–
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Business
Stocks Rise as Trump Says He’ll Make Call on Iran
Hopes that a ceasefire deal could pave the way for an end to the Iran conflict drove stocks toward a historic streak of weekly gains, with the market also buoyed by the artificial-intelligence trade.
Brian Belski, CEO and CIO at Humilis Investment Strategies, discusses the S&P 500 bull case and his outlook for markets amid the AI boom.
——–
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