Rising Oil, Rising Risks: ASEAN Strategy and O&G Opportunities
About this episode
The episode discusses the impact of rising oil prices and Middle East tensions on ASEAN's market strategies and investment opportunities.
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how escalating tensions in the Middle East and rising oil prices are increasing stagflation risks and reshaping market expectations. He explores how ASEAN should be positioned as the probability of a prolonged conflict rises. We are joined by Regional Head of Research, Anand Pathmakanthan, who shares his views on shifting investment themes across ASEAN, key sector winners, and his top conviction picks. Our Telco, Internet & Consumer Analyst, Hussaini Saifee, also walks through his latest initiation on the offshore & marine and shipping sector, highlighting opportunities in Seatrium, Yangzijiang Shipbuilding and Marco Polo Marine. The episode also revisits SATS, outlining why the company remains resilient despite Middle East exposure, with limited direct risk and potential upside from shifting cargo flows in a disrupted environment.
People in this episode
Host: Thilan Wickramasinghe
Guest: Anand Pathmakanthan
Mentioned in this episode
Organizations: SATS
Products: Seatrium, Yangzijiang Shipbuilding, Marco Polo Marine
Places: Middle East, ASEAN
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- Markets Rebound: Commodities, DBS and New BUY Calls
- Policy Tightening and Oil Risks: REITs, Grab and Bank Outlook
- Niche Value in Uncertain Markets: Energy, Gold and Hidden Winners
- The Oil Shock Playbook: Energy Transition, Banks and CPO Upside
- Markets Under Pressure: Oil, Conflict and Investment Strategy
- Defence, REITs and Resilient Stocks in Uncertain Times
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