Bloomberg Daybreak: Asia Edition Market Selloff Deepens, Japan Heads to the Polls
Feb 6, 2026
Sakura Murakami, a Japan politics reporter, explains the snap lower-house election, fiscal and defense policy shifts and voter dynamics. Winnie Su, an Asia equities reporter, breaks down regional market swings, semiconductor supply-chain moves and sector rotations across Hong Kong, Korea and Taiwan. They discuss tech-driven selloffs, AI capex implications and Japan’s policy risks in short, sharp segments.
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Episode notes
Asia Less Exposed To US Software Shock
- Asia's markets are more insulated from US tech sell-offs because they have less software exposure and more hardware/AI supply-chain exposure.
- CAPEX plans in the US will likely benefit Asian suppliers as spending trickles down into the region.
Chip Production Diversifies To Reduce Risk
- Diversifying semiconductor manufacturing into Japan helps mitigate geopolitical risk while meeting rising AI chip demand.
- Smaller Taiwanese memory firms have emerged as hidden winners as investors diversify away from TSMC concentration.
Rotation From Growth To Value In Hong Kong
- Investors are rotating from growth tech into consumer and value names ahead of Lunar New Year and amid higher yields.
- Hong Kong's property and financial indexes have rallied while Hang Seng Tech sits near bear territory.