Netflix Drops Warner Bid; AI Anxiety Hits Markets | The Asia Trade 2/27/2026

"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 Sydney with Shery Ahn and Haidi Stroud-Watts, 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
00:04:10 – Smartphone market to shrink 13% this year: IDC
00:08:20 – Software names rally as Nvidia tumbles, drags on AI bets
00:13:05 – Miller Center’s Mara Rudman on US-Iran talks
00:24:06 – BREAKING: Tokyo CPI cools below BOJ’s target for first time since 2024
00:25:24 – Citi Global Chief Economist Nathan Sheets on economic outlook
00:36:24 – Netflix surges after opting out of Warner bid
00:41:29 – BREAKING: Japan Jan. industrial production rises 2.2% m/m; est. +5.5%
00:47:15 – Market opens in Japan and South Korea
00:50:38 – Eastspring Investments’ Ken Wong on market outlook
00:57:05 – Baidu’s swift $11B selloff shows struggle to meet AI hype
01:01:42 – US, Iran to hold talks next week after progress in Geneva
01:08:32 – Asian tech stocks in focus as Nvidia dulls mood
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