00:01What are you seeing when it comes to the winners out of the geopolitical situation?
00:05Obviously, the U.S. oil majors are one of them.
00:08We've seen some degree of, I guess, a neutral impact when it comes to markets like China.
00:13Where are you finding the opportunities?
00:16Well, I think that's obviously a great question.
00:20So I would specifically pay attention to some of the U.S. energy companies, including Accent Mobile and Chevron.
00:31Because of these elevated oil prices, they are specifically benefits out of the current situation.
00:38And in the longer period of term, I think given the geopolitical unrest,
00:44is still continuing the least resistant path for oil, is still pointing to the upside.
00:51And in regards to some of the other economies like Japan and South Korea,
00:57I think their market are currently performing well because of this AI-driven trade or AI-driven hype.
01:06I would call it like this.
01:08But this geopolitical upheaval and also the high oil price are always a constraint behind.
01:18So I would be cautiously optimistic on the Asian market in general.
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