Divided Fed Holds Rates, Samsung 1Q Chip Profit Soars | The Asia Trade 7/30/2026

Watch on YouTube ↗  |  July 30, 2026 at 06:10  |  1:35:13  |  Bloomberg Markets
Speakers
Ivan Feinseth — CIO, Tigress Financial
Ken Wong — Portfolio Specialist, Eastspring Investments
Sean — Technology Analyst, Bloomberg Intelligence
Hans Patuwo — CEO, GoTo Group
Mark Cranfield — Cross Asset Strategist, Bloomberg
Sebnem Kalemli-Ozcan — Professor, Brown University
Anna Wong — Bloomberg Chief US Economist

Summary

The video covers a divided Fed holding rates with three dissenters calling for a hike, escalating US-Iran tensions driving oil prices higher, mixed big tech earnings (Microsoft strong, Meta disappointing), Samsung's chip profit beat, South Korea's market turmoil and new leveraged ETF curbs, and the upcoming HK debut of Innolight. Guests provide investment views favoring buying Big Tech AI on weakness, preferring electronic component makers over semiconductors, expecting elevated oil prices, and being bullish on GoTo Group and Innolight.

  • Fed holds rates but three officials dissent in favor of a hike; markets price in a likely September increase.
  • US-Iran hostilities resume with new airstrikes, pushing crude oil to the $90-$100 range and threatening inflation.
  • Microsoft's Azure growth accelerates to 43% and AI spending signals remain strong, boosting the stock after hours; Meta falls on revenue and monetization concerns.
  • Samsung Electronics reports a beat in chip operating profit and expects strong demand in the second half, but Korean markets remain volatile.
  • South Korea tightens curbs on single-stock leveraged ETFs after a retail-driven selloff wiped billions in value.
  • Eastspring Investments sees better opportunities in Asian electronic component makers vs. semiconductors/memory and expects near-term oil strength.
  • GoTo Group CEO expresses confidence in growth driven by fintech profitability and a shareholder buyback program.
  • Innolight's Hong Kong IPO is set to debut with a tight discount to its A-shares, reflecting its AI optics leadership and scarcity value.
Ideas
Ivan Feinseth CIO, Tigress Financial 27:21
Buy Big Tech AI stocks on weakness
AI infrastructure spending will continue to drive growth for big tech companies; any weakness in these stocks is a buying opportunity. Companies like Microsoft, Meta, Alphabet, and NVIDIA are investing heavily in AI and their long-term growth prospects remain strong.
META MSFT GOOGL NVDA HIGH
Ken Wong Portfolio Specialist, Eastspring Investments 56:06
Buy electronic component makers in Asia
Electronic component makers offer better opportunities due to higher margins, less competition, and the ongoing AI buildout. Japan and Taiwan are key areas for these companies, and the recent correction in July is creating entry points.
Electronic Component Makers (Japan/Taiwan) MED
Ken Wong Portfolio Specialist, Eastspring Investments 56:36
Avoid semiconductors and memory stocks
Semiconductors and memory stocks are expected to weaken as excess capacity builds, particularly by 2027, and margins come under pressure. The sector is facing a gradual slowdown after a period of high pricing and demand.
000660.KS 005930.KS MED
Ken Wong Portfolio Specialist, Eastspring Investments 59:38
Oil prices will remain elevated
Higher oil prices are here to stay for the near term regardless of Middle East developments. Companies will need to price in elevated energy costs, and there is no return to the lower levels seen earlier this year.
WTI HIGH
Hans Patuwo CEO, GoTo Group 83:46
GoTo Group stock is undervalued
GoTo Group is bullish on its prospects for the year, driven by a fivefold increase in fintech profitability, resilient demand from urban affluent customers, and a share buyback program. Fintech penetration is still low, offering room for growth, and regulatory measures like share cancellations will support the stock.
GOTO (GoTo Group) HIGH
Sean Technology Analyst, Bloomberg Intelligence 92:03
Innolight HK debut deserves premium valuation
Innolight's Hong Kong listing will trade at a narrow discount of about 12% to its Shenzhen shares, the tightest among Chinese dual-listed hardware stocks, because of its leading market share in optical transceivers and the scarcity of pure-play AI optics companies in Hong Kong.
HK MED
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This Bloomberg Markets video, published July 30, 2026, features Ivan Feinseth, Ken Wong, Hans Patuwo, Sean discussing META, MSFT, GOOGL, NVDA, Electronic Component Makers (Japan/Taiwan), 000660.KS, 005930.KS, WTI, GOTO (GoTo Group), HK. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ivan Feinseth, Ken Wong, Hans Patuwo, Sean  · Tickers: META, MSFT, GOOGL, NVDA, Electronic Component Makers (Japan/Taiwan), 000660.KS, 005930.KS, WTI, GOTO (GoTo Group), HK