AI Rally Tested Even as Korea Surges Past India | Insight with Haslinda Amin 06/02/2026

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
00:01:29 – South Korea overtakes India as sixth-largest equity market driven by AI chip rally
00:02:16 – Korea inflation shock and pressure on speculative tech stocks
00:04:39 – M&G Investments Portfolio Manager, Asian Equities Vikas Pershad on AI
00:06:04 – Pershad on valuation concerns and why long-term assumptions may not hold
00:06:54 – Pershad on reducing exposure to memory and diversifying across the semiconductor supply chain
00:11:45 – Pershad on market resilience despite geopolitical shocks and narrow concentration of gains
00:17:13 – Pershad on mispricing opportunities in healthcare, China EVs and Southeast Asia markets
00:25:27 – Mediatek executive on AI driving business transformation and data center growth (11C) Ad
00:29:40 – Advantech President of Intelligent Systems Sector Linda Tsai on partnership with Nvidia
00:30:15 – Tsai on agentic AI transforming factory automation and industrial workflows
00:31:28 – Tsai on growth of edge AI, robotics and real-time decision making applications
00:39:33 – Steph Curry signs 10-year endorsement deal with Chinese sportswear giant Li-Ning (11D) Outl
00:40:23 – Outlook for Chinese brands leveraging major international athlete partnerships
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