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Niche Value in Uncertain Markets: Energy, Gold and Hidden Winners
Description
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how escalating Middle East tensions and rising oil prices are reinforcing the need for energy security and shaping investment opportunities.
We begin with our Analyst, Xuan Hao Toh, who introduces Singapore Investment and Finance as a differentiated opportunity plus idea with strong niche positioning. This is followed by our Industrials Analyst, Jarick Seet, who highlights Marco Polo Marine as a key beneficiary of the renewable energy transition and offshore wind buildout.
Our Analyst, Shaina Mahtani, then discusses MoneyMax as a proxy to rising gold prices, before our Telco & Internet Analyst, Hussaini Saifee, closes with his views on Singtel’s capital returns outlook and long-term growth opportunities.