Asia Stocks Drift Lower as Korea Volatility Tests Tech Rally | Insight with Haslinda Amin 8/04/2026
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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 00:02:48 - Yen holds steady after speculation of intervention 00:05:59 - Asian stocks ignore tech rally amid fresh doubts about AI trade 00:06:11 - Goldman Sachs' Timothy Moe on why he remains bullish on Korea 00:07:29 - Timothy Moe on leveraged ETFs and foreign investor flows in Korean equities 00:15:40 - Trump says talks are Iran’s ‘last chance’ 00:18:11 - Timothy Moe on defense and geopolitical investment themes 00:20:56 - Timothy Moe on China’s energy security strategy 00:24:49 - Timothy Moe on Asia’s earnings outlook versus the US market 00:36:40 - Modi’s party loses key by-election in wake of protests 00:40:36 - China is getting more anxious abo
Tags: Brandywine Global Investment Management LLC, Carol Lye, Donald Trump, Ed Ludlow, Goldman Sachs Group Inc., Haslinda Amin, Hugging Face Inc, Mark Cranfield, Minmin Low, Narendra Modi, Ruchi Bhatia, Scott Bessent, Tim Moe
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