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

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

    webmasterBy webmasterMarch 4, 2026 News 3 Mins Read
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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
    ——–
    More on Bloomberg Television and Markets

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