Name: AI Boom Helps Singapore Shake Off Iran War Stress | Insight with Haslinda Amin 8/11/2026
Uploaded: 2026-08-11T07:54:27+00:00
Duration: 2849 s

Speakers

Terri Spath — Founder and CIO, Zuma Wealth

Minoru Kiuchi — Japan Growth Strategy Minister

Summary

The episode covers the AI boom lifting Singapore's growth outlook, Japan's fiscal policy and yen outlook, and Terri Spath's investment views on Japan, India, South Korea, and AI. Additional segments discuss Titan's earnings, the Adani legal case dismissal, and Indian student protests. Brent crude rises on stalled Hormuz talks.

Singapore raises 2026 GDP growth forecast to 4.5-5.5% due to AI-driven manufacturing and trade.
Japan Growth Strategy Minister Minoru Kiuchi argues fiscal policy will support the yen, not weaken it.
Zuma Wealth CIO Terri Spath remains constructive on Japan, citing corporate reforms and wage growth.
Spath also favors India as a long-term EM growth story and suggests avoiding Korean equities due to extreme volatility.
On AI, Spath sees strong earnings power but warns about elevated valuations; remains bullish on US technology.
Brent crude hovers near $88 as US-Iran talks over the Strait of Hormuz stall.
Adani wins dismissal of US fraud charges, lifting a key legal overhang on the conglomerate.
Titan reports strong Q1 earnings, with customs duty changes creating temporary margin gains.

Ideas

Minoru Kiuchi Japan Growth Strategy Minister 5:44

Fiscal policy will strengthen the yen.

Japan's shift to responsible and proactive public finances, focused on fiscal sustainability, will attract greater investment into yen-denominated assets and put upward pressure on the yen, contrary to the market's view that fiscal policy is weakening the currency.

Terri Spath Founder and CIO, Zuma Wealth 6:43

Japan structural reforms drive long-term upside.

Japan is undergoing a structural shift from a deflationary mindset to one with wage growth, inflation and corporate reforms. This combination makes it a long-term constructive investment story, with fundamentals still on the upside despite yen volatility. Investors should have at least 6% of portfolio exposure to Japan, and she recommends broad market ETFs.

Terri Spath Founder and CIO, Zuma Wealth 17:46

AI earnings power bullish, but valuations high.

AI is not a bubble and the earnings power is real. The market can move higher on an earnings-led melt-up, but valuations are elevated, so investors must be selective. Overall bullish on technology and AI earnings.

Terri Spath Founder and CIO, Zuma Wealth 20:54

South Korea too volatile, better to wait.

South Korean equities present a huge opportunity but have experienced extreme volatility that most clients cannot stomach. It makes sense to sit on the sidelines and wait for things to settle before committing capital.

Terri Spath Founder and CIO, Zuma Wealth 21:11

India offers strong long-term structural growth.

India remains one of the strongest long-term growth stories in emerging markets, driven by a young population, rising incomes, infrastructure investment, expanding middle class, and a tech story. It offers growth with less volatility than other tech-heavy Asian markets.

This Bloomberg Markets video, published August 11, 2026, features Minoru Kiuchi, Terri Spath discussing FXY, EWJ, XLK, EWY, INDA. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Minoru Kiuchi, Terri Spath · Tickers: FXY, EWJ, XLK, EWY, INDA

AI Boom Helps Singapore Shake Off Iran War Stress | Insight with Haslinda Amin 8/11/2026

Summary

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