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Korea Selloff Deepens as SK Hynix Plunges Most on Record | The Pulse 7/13/2026

Watch on YouTube ↗  |  July 13, 2026 at 10:28  |  50:11  |  Bloomberg Markets
Speakers
Seema Shah — Chief Global Strategist, Principal Asset Management
Cassander Verwey — JPMorgan EMEA Head of M&A
Neil — Bloomberg Strategist
Tom Mackenzie — Anchor, Bloomberg

Summary

The episode covers a sharp selloff in Korean equities, especially SK Hynix's record drop, alongside TSMC's strong sales. Oil spikes amid renewed US-Iran strikes and conflicting reports on the Strait of Hormuz. Seema Shah advises overweighting high yield, real assets, China, financials, and healthcare given geopolitical and inflation risks. Cassander Verwey highlights AI-adjacent M&A growth in electrification, automation, and robotics. European leaders discuss Ukraine, and UK politics sees a potential leadership change with fiscal policy implications.

  • SK Hynix falls 15% in Seoul, record drop, but seen as profit-taking; TSMC sales up 36%, meeting expectations.
  • Oil jumps as US and Iran exchange strikes; Strait of Hormuz traffic disrupted; Brent up over 3%.
  • Seema Shah sees oil staying around $80, not $70; inflation risks prompt need for real assets and high yield.
  • Shah favors China over Europe for diversification; also bullish on financials and healthcare.
  • Cassander Verwey notes $5 trillion AI capex driving growth in electrification, automation, and robotics M&A.
  • Ukraine reshuffles government; EU and coalition meetings focus on defense and energy security.
  • UK leadership transition may bring land tax, fiscal devolution, and cost-of-living package.
  • Record heatwaves in Europe cause thousands of deaths, straining infrastructure.
Ideas
Seema Shah Chief Global Strategist, Principal Asset Management 10:16
Oil stays elevated around $80
The US-Iran conflict challenges the consensus assumption that the worst is over and that oil will drop to $70/bbl. Oil is likely to stay around $80 for longer, with renewed inflation concerns and implications for central banks.
BNO MED
Seema Shah Chief Global Strategist, Principal Asset Management 14:55
High yield credit is attractive
High yield credit quality is much higher than in the past, and there is opportunity within the credit space. While investment-grade spreads are very tight and not compelling, high yield offers attractive returns and resilience.
HYG MED
Seema Shah Chief Global Strategist, Principal Asset Management 16:07
China equities favored over Europe
China continues to be a good diversification away from AI, and the geopolitical conflict puts a shadow on Europe, making China relatively more attractive among non-AI diversifiers.
FXI MED
Seema Shah Chief Global Strategist, Principal Asset Management 16:20
Financials and healthcare are attractive
Beyond AI, sectors like financials and healthcare are good plays in the current environment, offering resilience and diversification.
XLF XLV MED
Seema Shah Chief Global Strategist, Principal Asset Management 16:25
Real assets are good hedge now
In an inflationary dynamic with geopolitical concerns, real assets are a really good play. They provide diversification and hedge against inflation, complementing equity exposure.
DBC MED
Cassander Verwey JPMorgan EMEA Head of M&A 36:54
Electrification, automation, robotics growth
AI capex of $5 trillion over the next five years creates massive growth in adjacent industries like electrification, automation, and robotics. Companies not in those sectors want to be, driving M&A and secular growth.
Electrification, Automation, Robotics LOW
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This Bloomberg Markets video, published July 13, 2026, features Seema Shah, Cassander Verwey discussing BNO, HYG, FXI, XLF, XLV, DBC, Electrification, Automation, Robotics. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Seema Shah, Cassander Verwey  · Tickers: BNO, HYG, FXI, XLF, XLV, DBC, Electrification, Automation, Robotics