In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how escalating tensions in the Middle East and rising oil prices are increasing stagflation risks and reshaping market expectations. He explores how ASEAN should be positioned as the probability of a prolonged conflict rises.

We are joined by Regional Head of Research, Anand Pathmakanthan, who shares his views on shifting investment themes across ASEAN, key sector winners, and his top conviction picks.

Our Telco, Internet & Consumer Analyst, Hussaini Saifee, also walks through his latest initiation on the offshore & marine and shipping sector, highlighting opportunities in Seatrium, Yangzijiang Shipbuilding and Marco Polo Marine.

The episode also revisits SATS, outlining why the company remains resilient despite Middle East exposure, with limited direct risk and potential upside from shifting cargo flows in a disrupted environment.