The Oil Shock Playbook: Energy Transition, Banks and CPO Upside

In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how the ongoing oil shock and rising geopolitical tensions are reshaping market dynamics, with no clear resolution in sight. The focus turns to identifying opportunities across sectors as energy prices remain elevated.

CEO of MIB Securities India, Jigar Shah, joins to explore how higher oil prices are accelerating energy security strategies and the transition towards EVs.

We then turn to Malaysian banks, where stress tests suggest resilience despite elevated oil prices, supported by strong balance sheets and stable dividend outlooks.

Finally, Head of Client Engagement, Alex Furber, shares his views on S&P 500, market volatility and how CFD strategies can complement investor portfolios in the current environment.