Winnie Suh
speaker
20 appearances
6 recordings
1 series
first heard Jul 2026
last heard 19 Aug
Winnie Suh’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Aug 2026 with 3.
Appearances
You have renewed geopolitical tensions, then you have the higher oil prices.
But on top of that, of course, that higher yield environment is really not helping as well because
Our market right now, especially in Asia, it's so tech heavy.
And the problem is that um that means these stocks have very high valuation because of the expected high growth going forward.
And when you see interest rates rising along with the expectation for inflation to rise as well, that means the earnings in the future is going to worth less in today's value.
Bloomberg News Now · Trump Pauses 50% Canada Tariffs, Overton Tapped to Run FDA, More · 19 Aug 2026
podcast
You have renewed geopolitical tensions, then you have the higher oil prices.
But on top of that, of course, that higher yield environment is really not helping as well because
Our market right now, especially in Asia, it's so tech heavy.
Bloomberg News Now · Trump Taps Overton to Lead FDA, Chip Selloff Hits Stocks, More · 19 Aug 2026
podcast
You have renewed geopolitical tensions, then you have the higher oil prices.
But on top of that, of course, that higher yield environment is really not helping as well because
Our market right now, especially in Asia, it's so tech heavy.
And the problem is that um that means these stocks have very high valuation because of the expected high growth going forward.
measures by the South Korean authorities to curb retail investors buying of the leveraged ETFs.
And that's why we're also seeing from a positioning perspective that that has driven lots of the deleveraging process to be pretty much wiped out already.
JP Morgan and Goldman Sachs both saying that we're getting close to that deleveraging process to an end.
And that is why the setup right now looks a bit cleaner and more attractive.
Investors really like the fact that the company has finalized these long-term agreements with their key 10 customers.
So even our Bloomberg intelligence analysts were saying that they see this growth to be more sustainable going forward from third quarter because of these longer-term contracts and that this will likely going to be able to support the key pack spending that the company has been putting in.
Bloomberg News Now · Oil Rises on Iran, SK Hynix Misses Lofty AI Expectations, More · 29 Jul 2026
podcast
Investors really like the fact that the company has finalized these long-term agreements with their key 10 customers.
So even our Bloomberg intelligence analysts were saying that they see this growth to be more sustainable going forward from third quarter because of these longer-term contracts and that this will likely going to be able to support the key pack spending that the company has been putting in.
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