Chip Selloff Deepens as AI Fears Hit Asian Stocks | Horizons Middle East & Africa 7/28/2026

Watch on YouTube ↗  |  July 28, 2026 at 06:49  |  45:52  |  Bloomberg Markets
Speakers
Mehvish Ayub — Head of Managed Solutions, Bank of Singapore
Ahmed — CEO, Fertiglobe
Charlie Wells — Bloomberg Reporter
Avril Hong — Reporter, Bloomberg Markets

Summary

Global chip stocks tumble on AI demand fears and China's lithography advances, dragging Asian markets into correction territory. Oil slides as US-Iran de-escalation hopes rise, while Fertiglobe reports strong earnings despite Hormuz tensions. The show discusses a rotation into low volatility and quality stocks, private credit's resilience, and expectations for Barclays and a potentially hawkish Fed.

  • Asian equities and KOSPI plunge in worst session since March on AI investment concerns and Chinese chip breakthroughs.
  • Oil prices drop sharply after Trump says a deal with Iran is possible, though Strait of Hormuz traffic remains halted.
  • Mehvish Ayub recommends defensive rotation into low volatility and quality stocks, and stays positive on private credit.
  • Fertiglobe CEO reports Q2 earnings beat driven by fertilizer pricing and export flexibility, with a planned dividend boost.
  • Citadel Securities sees 40% chance of a surprise Fed rate hike under Chair Warsh, adding to market uncertainty.
  • European banks including Barclays are poised to benefit from elevated global volatility and higher rates in upcoming results.
Ideas
Mehvish Ayub Head of Managed Solutions, Bank of Singapore 11:30
Rotate into low volatility and quality stocks
With heightened rates volatility and gold not performing, low volatility and quality stocks provide valuable diversification and are benefiting from a rotation out of overextended AI/tech trades as the AI correction unfolds.
QUAL Low Volatility Stocks MED
Mehvish Ayub Head of Managed Solutions, Bank of Singapore 12:56
Private credit remains structurally attractive
Despite negative sentiment and headline risk, private credit fundamentals remain strong with sound core manager portfolios, low volatility, and structural demand, making it a valuable diversifier in multi-asset portfolios.
BIZD MED
Ahmed CEO, Fertiglobe 28:32
Fertiglobe earnings beat with strong outlook
Fertiglobe delivered strong Q2 earnings driven by higher fertilizer prices, ability to export despite Strait of Hormuz disruptions, and favorable trade positioning via Mediterranean routes, with planned dividend growth and low-cost feedstock supporting future growth.
Fertiglobe MED
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This Bloomberg Markets video, published July 28, 2026, features Mehvish Ayub, Ahmed discussing QUAL, Low Volatility Stocks, BIZD, Fertiglobe. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mehvish Ayub, Ahmed  · Tickers: QUAL, Low Volatility Stocks, BIZD, Fertiglobe