S2E37: Quarter-end gloom: Mispriced assets, gold's stumble and Asia's energy reckoning

Global conflict. Closed shipping lanes. Oil surged, gold stumbled. As the Middle East crisis whipsaws markets, where is the mispricing? Syfe's Ritesh Ganeriwal joins Howie Lim to dissect Asia’s structural energy shock, the dollar’s safe haven reign, and the disruptive forces reshaping portfolio strategy this quarter end.

Highlights:

01:16 Mispriced assets thanks to the conflict

03:44 Gold vs. the dollar

07:40 Asia hardest hit by energy crisis

12:09 Japan and China trajectory

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Ritesh Ganeriwal, head of investment advisory, Syfe

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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