About this episode

The episode discusses market recovery signs, the electronics sector's role in supplying semiconductors, and the challenges faced by chemical stocks amidst geopolitical tensions.

It’s the end of April, and a reopening of the Strait of Hormuz is looking further away than ever. Its closure looms large over everything else at the moment, and risk asset investors are starting to worry for the first time in several weeks. However, there are still signs of life across the market.  In this week’s episode, we look at some of those rebound stories and discuss whether recoveries can persist in the face of ongoing stress. Michael Fahy discusses the electronics sector – companies such as Renishaw, Oxford Instruments and XP Power, which are belatedly starting to benefit from supplying the semiconductor industry. We then move to this week’s Big Read on electricity and electrification. Could the defining, if sometimes forgotten, story of the past century be the characterising feature of this century, too? Alex Newman has the answers. Finally, Julian Hofmann talks about chemicals supplier Synthomer , whose refinancing and improved full-year figures provide the first signs of recovery. It also had some interesting comments to make about the Iran War. Timestamps 00:00 Intro 01:13 Electronics companies 12:06 Electrification 32:37 Synthomer Listen to more podcasts from…

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