Bloomberg Daybreak: Asia Edition Trump Tariff Uncertainty, US Selloff on AI Angst
Feb 24, 2026
Lianting Tu, Managing Editor for Asia Equities at Bloomberg, explains Asia’s AI-led winners and market rotations. Aoifinn Devitt, Managing Director at Moneta Global Wealth, offers a wealth-management view on AI infrastructure, risk allocation and private credit stress. They discuss tariff uncertainty, chip supply-chain winners and where investors are pouring money in short, punchy conversations.
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China Is The Biggest Tariff Raiser Winner
- The Supreme Court tariff ruling disproportionately benefited China by removing the 10% fentanyl-specific tariff and equalizing rates with other partners.
- Hong Kong stocks rallied and China was seen as the biggest beneficiary due to higher beta and greater upside potential, according to Lianting Tu.
AI Anxiety Splits US And Asia Markets
- AI fear is bifurcating markets: US-listed intermediaries face selloffs while Asian chip and infrastructure names attract flows.
- Lianting Tu noted SK Hynix and TSMC jumped as investors hunt AI supply-chain winners in Korea and Taiwan.
Spring Festival Robots Show Real Progress
- Chinese humanoid robots impressed audiences with advanced moves like Kung Fu and backflips during the Spring Festival Gala.
- Lianting Tu recalled last year's robot dancing and said this year's performance showed rapid technical progress, exciting investors despite unclear revenue paths.