Bloomberg Insight: Asia Markets React to AI Selloff, Oil, and Geopolitical Shifts

A Bloomberg "Insight" episode examining a sharp technology selloff across Asia, the outlook for the AI trade, and where investors may find safety amid rising volatility. The program combines live market reporting with interviews spanning equities, currencies, commodities, and geopolitics.

■ Global Markets and the AI Trade
- Live coverage of the tech rout, including Korea's trading halt, Nikkei bear market, and moves in Taiwan, China, and Hong Kong
- Analysis of hedge fund positioning, volatility unwinding, and rotation into defensive and consumer names
■ Expert Interviews
- A tech analyst on whether the AI trade has further to run, data center policy risks, and long-term stock selection
- An oil market veteran on supply and demand, war risk premiums, Hormuz flows, and LNG outlook
- Views on Korea's memory chipmakers, India's role as a non-AI allocation, and dollar, yen, and won dynamics
■ On-the-Ground Reporting
- Coverage from a New Zealand investor conference on stock picks and the country's cost-of-living election
- Interviews with a dairy exporter operating in China and a property and healthcare developer in Shanghai
- Geopolitical discussion on U.S.-China relations, tariffs, the Middle East, and central bank policy

Investors, analysts, and anyone following Asian markets will gain a structured overview of the factors driving current volatility and the range of expert perspectives on how the situation may develop. Watching helps frame the key questions to monitor across policy, earnings, and geopolitics.