Samsung Results Spur Stock Rotation to Less-Loved Sectors | Insight with Haslinda Amin 07/07/2026
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
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 00:01:49 - Asian stocks slip, Samsung drops after results 00:02:26 - Constellation Research's Ray Wang on AI fueling memory demand 00:06:30 - Constellation Research's Ray Wang on AI fueling memory demand (11A) Ray Wang on market rotation and AI trade volatility 00:18:00 - Japanese currency czar Tatsuo Yamasaki on yen undervaluation 00:20:30 - Tatsuo Yamasaki on intervention effectiveness and market psychology 00:23:56 - Rotation in Asia as investors move from tech into banks and industrials 00:28:30 - Indian Prime Minister Narendra Modi visits Indonesia 00:30:45 - Saxo's Charu Chanana on fading AI rerating phase 00:35:38 - Wall Street warms to India’s markets as oil pressures fade 00:40:00 - Charu Chanana on India as a diversification play More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts
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