Bloomberg Television·2026-07-24 04:38Geopolitical & Macroeconomic Risks - Brent crude oil topped 100 US dollars per barrel following intensified U.S. strikes on Iran and Houthi militant attacks in the Red Sea [1][10][11] - Oil prices surged by 39% or 38% within a single month, driving global inflation fears and bond market selloffs [4][27][95] - The U.S. imposed comprehensive Section 301 tariffs across approximately 60 economies targeting forced labor, impacting Southeast Asian trading partners [40][105][106][112] - China took control measures against Philippine ships near Scarborough Shoal amid escalating territorial tensions in the South China Sea [19][96][99] Industry & Corporate Performance - Intel shares jumped in late trade as quarterly revenue forecasts shattered Wall Street estimates, driven by a 59% growth in data center spending and capital expenditures expected to exceed 20 billion US dollars this year [22][23] - Chipmaker CXMT prepared for its massive trading debut as early as Monday, with the IPO valued at close to 10 billion US dollars and pricing at a 50% to 80% valuation discount compared to global DRAM peers [2][50][52] - CATL awaited its earnings report with valuations trading at one standard deviation below, while China's retail passenger vehicle sales fell nearly 17% year-over-year [39][46][115] - HSBC announced the sale of its life and health businesses, and Allianz acquired Singapore life for 2.1 billion US dollars [36][168] Energy Transition & Regional Trade - Cambodia maintained energy stability with 63% of its electricity coming from cleaner sources, while targeting at least 70% renewable energy by 2030 and planning a 900-megawatt LNG power capacity addition by next year [63][66][67] - Cambodian public-private financing for energy systems attracted over 33 billion US dollars from international institutions including the World Bank and Asian Development Bank [74]