War, Volatility and a Tech Reckoning in Asia | Insight with Haslinda Amin 6/10/2026

Watch on YouTube ↗  |  June 10, 2026 at 06:40  |  46:53  |  Bloomberg Markets
Speakers
Chris Gradel — CEO and Co-founder, PAG
Bonnie Chan — Co-host, The Crypto Conversation
Omar Slim — Co-head of Asia Fixed Income, Pine Bridge Investments

Summary

Bloomberg Invest Hong Kong interviews amid Middle East escalations and a tech selloff. PAG's Chris Gradel sees China property stabilization unleashing household savings into equities. Pine Bridge's Omar Slim warns on Indonesian bonds, favors Malaysian ringgit, and flags AI debt supply pressuring US long-end rates. HKEX CEO Bonnie Chan notes cheap China valuations, returning global interest, and a mining IPO revival.

  • US strikes Iran after a helicopter downing, testing ceasefire and lifting oil.
  • Asian markets fall on geopolitics and investor rotation out of tech shares.
  • PAG’s Chris Gradel says Chinese property stabilizing could release 23 trillion RMB savings into equities.
  • Pine Bridge’s Omar Slim cautions on Indonesian bonds due to credit and policy risks; prefers Malaysian ringgit.
  • Omar Slim highlights AI capex driving persistent supply that pressures long-end US Treasury yields.
  • Malaysian finance minister Amir Hamzah says fuel subsidy costs are elevated but fiscal commitment remains.
  • HKEX CEO Bonnie Chan says China valuations are cheap and global interest is returning.
  • Bonnie Chan points to a mining sector revival in IPOs and the emergence of Chinese global multinationals.
Ideas
Chris Gradel CEO and Co-founder, PAG 4:07
China savings release will boost equities.
Chinese household consumption will not recover until property stabilizes, but first-tier city prices are stabilizing and the rate of decline is slowing in second-tier cities. Once confidence returns, the 23 trillion RMB of household cash savings could be partially deployed into equity markets and consumption, creating a huge demand impulse that is not fully priced in.
FXI HIGH
Omar Slim Co-head of Asia Fixed Income, Pine Bridge Investments 14:45
Indonesian bonds face selloff and volatility.
The Indonesian bond market faces risk of more volatility and a further selloff due to high foreign participation, a possible credit rating downgrade, and institutional weaknesses that monetary policy alone cannot fix. The rupiah's decline and policy communication issues add to the negative sentiment.
Indonesian sovereign bonds MED
Omar Slim Co-head of Asia Fixed Income, Pine Bridge Investments 17:35
AI supply pressures long-end Treasury yields.
AI-related capital expenditure is creating a massive and persistent supply of debt, particularly in the US, which is weighing on the rates market and especially on the long end. This technical factor is expected to continue for the next few years.
US long-end Treasuries MED
Omar Slim Co-head of Asia Fixed Income, Pine Bridge Investments 19:35
Malaysian ringgit is a good story.
Malaysia remains a good story and should not be bucketed with the Indonesian rupiah and Indian rupee, which have fundamental concerns. The ringgit is resilient and does not face the same kind of justified market caution.
Malaysian ringgit MED
Bonnie Chan Co-host, The Crypto Conversation 29:23
China equities cheap, global interest returning.
Global investors have turned their focus back to China; valuations are cheaper on a relative basis, and there is a lot of value. The assumption is now that China is investable, and conversations are more about how and when to invest rather than whether to do so.
Hong Kong-listed Chinese equities HIGH
Bonnie Chan Co-host, The Crypto Conversation 30:26
Mining cycle turns up, EV demand drives.
The mining and minerals space is getting back into the right cycle, driven by investor diversification and demand for metals like gold, silver, copper, and EV battery inputs. IPO pipeline shows a strong return of mining companies.
Mining & Metals (gold, silver, copper, battery metals) MED
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This Bloomberg Markets video, published June 10, 2026, features Chris Gradel, Omar Slim, Bonnie Chan discussing FXI, Indonesian sovereign bonds, US long-end Treasuries, Malaysian ringgit, Hong Kong-listed Chinese equities, Mining & Metals (gold, silver, copper, battery metals). 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Chris Gradel, Omar Slim, Bonnie Chan  · Tickers: FXI, Indonesian sovereign bonds, US long-end Treasuries, Malaysian ringgit, Hong Kong-listed Chinese equities, Mining & Metals (gold, silver, copper, battery metals)