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Every morning
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Tuesday recap
Negative supply shock will lead to price increases & the only way to correct that if supply doesn’t rise is, well, demand destruction. We are headed towards demand destruction if the conflict doesn’t end by Day 14. Today is Day 10. Already for vulnerable countries like Pakistan and Bangladesh, that process started.
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
I’m on Bloomberg TV tomorrow at 1pm HKT with the wonderful @JoumannaTV on China, India, Southeast Asia, South Korea, and what the widening conflict in Iran and the Middle East means for the region. Short story - we are buyers...
On @CNBC in an hour to discuss Asia (China and India). China growth target is soft but same as many expected which is 4.5% to 5%. Defence spending rises officially +7% but many say real spending increase higher. The headlines are really about...
Malaysia should not be one of the weakest links here. It exports gas so higher prices is good for Malaysia, offsetting deficit of oil…
In Asia, Thailand and South Korea have the highest GDP exposure to imported oil & so the violence today in Korea and Thai markets reflects fear how that will play out. Note that this is negative for Asia in general but...
