Tech Rebounds as Malaysia Positions for the Next Wave | Insight with Haslinda Amin 06/09/2026

Watch on YouTube ↗  |  June 09, 2026 at 06:25  |  45:54  |  Bloomberg Markets
Speakers
Anthony Stevens — Bloomberg Market Producer
Novan Amirudin — CEO, CIMB Group
Paul Sislian — Executive Vice President, Aircraft Sales and Aftermarket Services, Bombardier
Wong Siew Hai — President, Malaysia Semiconductor Industry Association
Sankalp Phartiyal — South Asia Tech Reporter, Bloomberg

Summary

Asian tech stocks rebound led by large-cap names like Tencent, Samsung, and TSMC. CIMB CEO sees ringgit stability and AI-driven growth. Bombardier expands in Asia-Pacific with strong demand. Malaysia's semiconductor industry benefits from US-China tech rivalry.

  • Asian tech stocks bounce back after AI selloff, with investors favoring liquid large-cap names.
  • CIMB Group CEO Novan Amirudin forecasts ringgit stability and outlines AI investment strategy.
  • Bombardier announces $78M expansion of Singapore service hub and reports record $20B backlog.
  • Malaysia Semiconductor Industry Association highlights once-in-a-generation opportunity from geopolitical tensions.
  • U.S. judge strikes down $100K H-1B fee, a reprieve for tech firms and Indian IT outsourcers.
  • Bombardier's supply chain remains resilient amid Middle East conflict and tariff uncertainties.
Ideas
Anthony Stevens Bloomberg Market Producer 2:54
Buy large-cap Asian tech stocks.
Investors are taking shelter in large-cap Asian tech stocks such as Tencent, Samsung, and TSMC because their growth trajectory, cash flow, and earnings are better understood amid the AI recovery. This flight to safety within the AI trade is driving outperformance of these liquid mega-cap names over speculative tech plays.
TCEHY TSM MED
Novan Amirudin CEO, CIMB Group 18:06
CIMB will achieve top regional earnings.
CIMB is executing its multiyear Forward 30 plan to become the top earnings bank in the region, supported by strong capital market activity, improved fiscal fundamentals, AI-driven revenue expansion, and cost discipline. The bank aims to lower personnel costs as a percentage of income while growing income, creating shareholder value.
1023.KL MED
Paul Sislian Executive Vice President, Aircraft Sales and Aftermarket Services, Bombardier 24:05
Bombardier's aftermarket and backlog strong.
Bombardier is expanding its service capacity in Asia-Pacific due to strong and growing demand, with a record $20 billion backlog, aftermarket revenue growing from $1 billion to $2.3 billion, and plans to double global square footage. The company's supply chain is resilient and it is on track for delivery targets.
Bombardier (BBD-B.TO) MED
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This Bloomberg Markets video, published June 09, 2026, features Anthony Stevens, Novan Amirudin, Paul Sislian discussing TCEHY, TSM, 1023.KL, Bombardier (BBD-B.TO). 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Anthony Stevens, Novan Amirudin, Paul Sislian  · Tickers: TCEHY, TSM, 1023.KL, Bombardier (BBD-B.TO)