Samsung Results Spur Stock Rotation to Less-Loved Sectors | Insight with Haslinda Amin 07/07/2026
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. Chapters: 00:00:00 - Insight with Haslinda Amin Begins 00:01:49 - Asian stocks slip, Samsung drops after results 00:02:26 - Constellation Research's Ray Wang on AI fueling memory demand 00:06:30 - Constellation Research's Ray Wang on AI fueling memory demand (11A) Ray Wang on market rotation and AI trade volatility 00:18:00 - Former Japanese currency czar Tatsuo Yamasaki on yen undervaluation 00:20:30 - Tatsuo Yamasaki on intervention effectiveness and market psychology 00:23:56 - Rotation in Asia as investors move from tech into banks and industrials 00:28:30 - Indian Prime Minister Narendra Modi visits Indonesia 00:30:45 - Saxo's Charu Chanana on fading AI rerating phase 00:35:38 - Wall Street warms to In
Tags: Anthony Stephens, Charu Chanana, Constellation Energy Group Inc., Haslinda Amin, Ray Wang, Ruchi Bhatia, Saxo Bank A/S, Tatsuo Yamasaki
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