Trump Says Hamas Will Disarm as Gaza Deal Advances | Horizons Middle East & Africa 7/31/2026

Watch on YouTube ↗  |  July 31, 2026 at 06:37  |  46:05  |  Bloomberg Markets
Speakers
Rashmi Garg — Senior Portfolio Manager, Al Dhabi Capital
Hiromi Ishihara — Head of Equity Investment, Amundi Japan
Shery Ahn — Anchor, Bloomberg Television
Ed Ludlow — Co-Host, Bloomberg Technology

Summary

Global markets rebound, led by a record 15% surge in Korea's KOSPI on AI-chip optimism after Amazon and Microsoft earnings. The Bank of Japan holds rates at 1% and avoids confirming yen intervention, while President Trump claims a Gaza disarming deal. Apple shares fall on supply constraints, and Saudi Arabia's GDP contracts sharply due to the Middle East conflict. Guests discuss AI infrastructure as a preferred trade and a constructive outlook for Japanese equities.

  • Asian equities rally with KOSPI up a record 15% on semiconductor strength.
  • Bank of Japan keeps policy rate at 1%, signaling optimism on growth.
  • Yen intervention suspected but not confirmed; yen remains near 160 per dollar.
  • Apple shares slide after-hours on component shortages and weak revenue forecast.
  • Amazon jumps on fifth straight quarter of cloud revenue growth.
  • Rashmi Garg says AI 'picks and shovels' trade remains preferred, citing monetization ability.
  • Hiromi Ishihara maintains constructive outlook on Japanese equities as a diversifier.
  • Saudi Arabia's Q2 GDP contracts 4.8% YoY, worst since pandemic, amid oil disruptions.
Ideas
Hiromi Ishihara Head of Equity Investment, Amundi Japan 30:38
Japan equities are a constructive diversifier.
Japanese equities offer a constructive investment case due to diversification benefits, AI exposure, corporate governance reforms, and a positive macro environment supporting domestic-oriented sectors. Despite yen volatility and export headwinds, the broader market performance is driven by both AI-related names and other sectors, making Japan an interesting diversifier versus US and other Asian equities.
TOPIX MED
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815 Money Talk (815머니톡) · Jul 31

This Bloomberg Markets video, published July 31, 2026, features Hiromi Ishihara discussing TOPIX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Hiromi Ishihara  · Tickers: TOPIX