Why Investors Need To Be Cautious Despite Trump’s Optimism | Insight with Haslinda Amin 03/10/2026

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
00:01:46 – Trump signals the Iran war will end “very soon” as oil whipsaws on shifting geopolitical risks
00:05:29 – Bloomberg oil reporter on extreme volatility, tanker routes and crude flows through Hormuz
00:06:54 – JPMorgan’s Sitara Sundar on navigating sentiment vs fundamentals as oil shocks hit global markets
00:09:16 – Sundar on return expectations, defaults and why manager selection now matters more
00:16:27 – Sundar on whether private credit growth poses systemic risks
00:27:14 – INSEAD’s Pushan Dutt on Iran’s long conflict horizon, nuclear incentives and global energy disruption
00:27:23 – Dutt on how oil and commodity spikes feed inflation, instability and geopolitical risk
00:40:50 – India market outlook
00:44:41 – Petrobras CEO on limited Hormuz exposure and how Brazil is rerouting crude flows
00:47:06 – Oil‑shock turmoil, broken hedges and why correlations failed across assets
00:49:49 – Aberdeen’s Ray Sharma‑Ong on U.S. strategy, war premiums and inflation risks
00:52:24 – Sharma‑Ong on Asia FX vulnerability and how central banks weigh tightening vs growth risks
00:58:38 – China’s exports and imports surge far above expectations, signaling early‑year resilience
00:58:52 – Bloomberg’s Minmin Low on China’s strategic oil buying and implications for consumption and policy
01:02:51 – Sharma‑Ong on North Asia’s tech positioning and China as a relative safe haven
01:09:57 – DHL Express CEO on rerouting global logistics through Middle East disruptions (12C) P
01:12:41 – Pakistan imposes fuel‑saving measures amid supply shortages and surging import costs
01:15:38 – SpiceJet chairman on unsustainable jet‑fuel prices, surcharges and reduced Gulf flying
01:28:49 – Nepal’s pro‑Gen Z party sweeps elections, with a 35‑year‑old former rapper set to become PM
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts