AI Rally Regains Steam After Inflation Relief | Insight with Haslinda Amin 8/13/2026

Watch on YouTube ↗  |  August 13, 2026 at 06:20  |  47:24  |  Bloomberg Markets
Speakers
April — Bloomberg Reporter
Samantha Horton — CEO, Syfe
Kavil Ramachandran — Professor of Entrepreneurship, Indian School of Business
S.Y. Hsu — Co-CEO, ASUS
Sam Fisher — CEO, Treasury Wine Estates
Sanjay — Chairman and Chief Executive Officer
Pens — Bloomberg Reporter

Summary

The episode covers an AI-led rebound in Asian equities after softer US CPI, with a focus on the shift from AI spenders to AI enablers and bond-market implications. Interviews include Syfe's Samantha Horton on selective AI, emerging-market and bond positioning; governance concerns at Tata Group; ASUS Co-CEO S.Y. Hsu on surging AI server demand and memory shortages; and Treasury Wine CEO Sam Fisher on premiumization and China stabilization.

  • Asian stocks rally as subdued US inflation eases Fed rate-hike fears; KOSPI nears a technical bull market.
  • Tencent falls on AI spending concerns despite doubling AI investment.
  • Syfe's Samantha Horton sees better risk/reward in AI enablers and prefers China onshore hardware; she also likes EM diversification and 5-7 year Treasuries.
  • Tata Group faces leadership and succession uncertainty after the chairman's planned exit.
  • ASUS reports record results with surging AI server demand and flags memory supply constraints into 2028.
  • Josh Kushner and Bob Iger are reported buyers of the Los Angeles Lakers for $12.5 billion.
  • Treasury Wine shares rise as China demand stabilization and premiumization offset weak reported earnings.
Ideas
April Bloomberg Reporter 3:16
Tencent AI spend unconvincing, stock drags.
Tencent is ramping AI spending aggressively, but free cash flow is turning negative and investors are not convinced it can differentiate its AI products from ByteDance, Alibaba, or smaller labs like Moonshot; this is dragging the stock and capping the MSCI Asia Pacific.
TCEHY MED
Samantha Horton CEO, Syfe 5:19
Shift from AI spenders to enablers.
The AI trade is maturing from AI spenders to AI enablers; investors are scrutinizing ROI on spenders like Tencent, while enabler and infrastructure names such as SK Hynix are showing much faster revenue growth and better risk/reward.
000660.KS HIGH
Samantha Horton CEO, Syfe 6:30
Prefer China onshore hardware over software.
Within Chinese AI, be selective and prefer China onshore over offshore and hardware over software; the STAR 50 Index is a potential way to express the onshore hardware opportunity.
STAR 50 Index MED
Samantha Horton CEO, Syfe 8:53
Diversify into emerging markets.
High US mega-cap tech concentration risk is pushing investors to diversify outside the US; emerging-market ETF demand has quadrupled since the start of the year, with pockets of opportunity in India and China.
EEM INDA FXI MED
Samantha Horton CEO, Syfe 10:09
Bullish bonds on lower US rates.
Contrarian view that US interest rate risk is skewed to the downside and the Fed will stay on hold longer, with the next move potentially down; this makes bonds bullish, especially the 5-7 year duration where investors can lock in higher yields and benefit from potential capital appreciation.
U.S. 5-7 Year Treasuries HIGH
Kavil Ramachandran Professor of Entrepreneurship, Indian School of Business 16:19
Tata governance and succession risk.
Tata Group faces a leadership crisis and succession uncertainty after chairman Chandrasekaran's exit, which has already hurt confidence and stock performance; regaining stakeholder confidence and finding a successor will be difficult, creating governance and execution risk.
Tata Group MED
S.Y. Hsu Co-CEO, ASUS 25:35
ASUS AI server demand surging.
ASUS is seeing surging AI server demand with Q2 server growth around 200%, full-year server growth now expected to reach 150%, and strong visibility into the first half of next year as generative and physical AI drive compute needs.
ASUSTeK Computer HIGH
Sam Fisher CEO, Treasury Wine Estates 38:27
Treasury Wine underlying growth strong.
Despite reported earnings declines and write-downs, Treasury Wine's underlying performance is strong; brand momentum, China price stabilization after cracking down on parallel imports, premiumization, luxury white wine, and lower/zero alcohol innovation underpin growth.
TWE HIGH
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This Bloomberg Markets video, published August 13, 2026, features April, Samantha Horton, Kavil Ramachandran, S.Y. Hsu, Sam Fisher discussing TCEHY, 000660.KS, STAR 50 Index, EEM, INDA, FXI, U.S. 5-7 Year Treasuries, Tata Group, ASUSTeK Computer, TWE. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: April, Samantha Horton, Kavil Ramachandran, S.Y. Hsu, Sam Fisher  · Tickers: TCEHY, 000660.KS, STAR 50 Index, EEM, INDA, FXI, U.S. 5-7 Year Treasuries, Tata Group, ASUSTeK Computer, TWE