Tech Weakness Ripples Across Asian Markets | The Asia Trade 2/4/2026

Posted on 02/04/2026
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"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.



Chapters:

00:00:00 - Bloomberg: The Asia Trade begins

00:03:13 - AMD outlook disappoints investors seeking bigger AI payoff

00:06:49 - Stock rotation hurts tech; gold rallies with silver after historic rout

00:13:19 - Trump says US talks with Iran ongoing after drone shootdown

00:16:20 - EU to offer US critical minerals partnership to check China

00:19:05 - BREAKING: KKR, Singtel consortium to buy STT GDC for $5.2B

00:20:42 - Novogratz says ‘pain’ is part of crypto ethos after loss

00:24:30 - Indonesian Finance Minister Purbaya defends country’s performance

00:27:34 - Natixis' Trinh Nguyen on EM Asia outlook

00:36:06 - Disney taps parks chief Josh D’Amaro to succeed Iger as CEO

00:39:27 - BYD EVP Stella Li on sales outlook, door safety concerns

00:43:08 - Nintendo’s profit disappoints even as memory prices climb

00:47:13 - Market opens in South Korea and Japan

00:50:07 - Deutsche Bank's Christian Nolting on investment strategy

00:56:03 - Asian stocks track US tech-driven selloff

01:00:56 - Turkey is preparing to host US-Iran talks in Istanbul

01:05:00 - Nintendo shares plunge after weak profit spurs margin fears

01:06:37 - Takaichi's popularity with youth put to test in Japan election

01:12:05 - CBA's Vivek Dhar on commodity markets outlook

01:30:54 - Tech loses favor in Hong Kong as rotation broadens

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