Name: Iran-US Lull Puts Fed, Tech Earnings in Focus | Insight with Haslinda Amin 7/27/2026
Uploaded: 2026-07-27T07:04:06+00:00
Duration: 2880 s

Speakers

Polka Mishra — Partner, Javelin Wealth Management

Jensen Huang — CEO, NVIDIA

Avril Hong — Reporter, Bloomberg Markets

Chetna Kumar — Analyst, Bloomberg Economics

Summary

The episode covered easing US-Iran tensions and the resulting oil price slump, China's CXMT chip IPO surge, and AI capex concerns. Guest Polka Mishra advised buying dips in KOSPI and TAIEX, favoring banking and defense sectors, and avoiding Indonesia on governance risks. Jensen Huang touted a golden age for Korea and NVIDIA's partnership with SK Group. India's youth protests forced the education minister's resignation but were seen as having limited immediate market impact.

US-Iran strike pause eases Strait of Hormuz concerns, crude oil drops below $100.
China's CXMT memory chip IPO surges nearly 480%, reflecting AI infrastructure enthusiasm.
Polka Mishra sees more upside in KOSPI and TAIEX driven by corporate reform and broad earnings upgrades.
Banking sector favored as high interest rates benefit US and Japanese banks.
Defense sector in US and Europe flagged as an area worth watching.
Indonesia underweight on governance fears and central bank chief's surprise resignation.
Jensen Huang declares a golden age for Korea, NVIDIA partnering with SK Group and Korean AI cloud.
India's youth protest movement forces education minister resignation but market implications deemed limited.

Ideas

Polka Mishra Partner, Javelin Wealth Management 11:47

Korea and Taiwan stocks have more upside

KOSPI and TAIEX still have upside potential despite profit booking and AI capex concerns. In Korea, the run-up has been driven by Samsung and SK hynix, but the broader story of corporate reform and shareholder value is not fully priced, and more than half of sectors have seen earnings upgrades. In Taiwan, similar potential exists. Dips should be bought.

Polka Mishra Partner, Javelin Wealth Management 14:13

Banks remain beneficiary of high rates

The banking sector has performed strongly and will remain a beneficiary as interest rates are expected to stay high, both in the United States and in Japan.

Polka Mishra Partner, Javelin Wealth Management 14:42

Defense sector worth a look

The defense sector in Europe and the U.S. is something to be looked at, suggesting potential attractiveness beyond the dominant AI narrative.

Polka Mishra Partner, Javelin Wealth Management 18:19

Avoid Indonesia on governance risks

Indonesia faces growing governance concerns, the unexpected resignation of the central bank governor increases uncertainty, and a potential FTSE reclassification out of emerging market status could force fund outflows. The speaker has a negative outlook and is not allocated.

Jensen Huang CEO, NVIDIA 44:22

NVIDIA partnership boosts SK Group

Korea is in a golden age with booming semiconductor and industrial business, and is well positioned to lead the global AI infrastructure buildout. NVIDIA is entering a major partnership with SK Group involving over $500 billion in mutual business, and investing $1 billion in Korea's leading AI cloud provider.

This Bloomberg Markets video, published July 27, 2026, features Polka Mishra, Jensen Huang discussing EWY, EWT, XLF, Japan banking sector, ITA, EIDO, SK Group. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Polka Mishra, Jensen Huang · Tickers: EWY, EWT, XLF, Japan banking sector, ITA, EIDO, SK Group

Iran-US Lull Puts Fed, Tech Earnings in Focus | Insight with Haslinda Amin 7/27/2026

Summary

Ideas

Up Next