Markets Under Pressure: Oil, Conflict and Investment Strategy
About this episode
The episode discusses the impact of the Iran conflict on oil prices and ASEAN economies, featuring market analysis and stock recommendations.
In this episode, our host and Head of Research, Thilan Wickramasinghe, examines how the Iran conflict, now in its fourth week is keeping oil prices above $100 and driving uncertainty across global markets. Economist Brian joins the show to assess the macro impact on ASEAN economies, including growth, inflation and relative winners and losers. We then take a deep dive into the Singapore market, analysing short war versus long war scenarios and their implications across sectors, from financials and REITs to transport and tech manufacturing. Our Industrials Analyst, Jarick, also highlights key stock ideas including Addvalue Technologies and Marco Polo Marine, outlining the drivers, risks and potential upside in the current environment.
People in this episode
Host: Thilan Wickramasinghe
Guest: Brian
Mentioned in this episode
Organizations: Addvalue Technologies, Marco Polo Marine
Places: Iran, Singapore
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- The Oil Shock Playbook: Energy Transition, Banks and CPO Upside
- Rising Oil, Rising Risks: ASEAN Strategy and O&G Opportunities
- Defence, REITs and Resilient Stocks in Uncertain Times
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