The 'haves' and 'have-nots'
Energy security and the AI capex cycle are creating a more fragmented investment landscape for Asian investors, despite a more resilient than expected response to the Middle East oil market shock. Fund managers George Efstathopoulos and Terrence Pang explain why. With Stuart Rumble. #AsiaInvesting #EnergyCrisis #ArtificialIntelligence #AsiaPacific #ChinaEconomy #JapanEconomy #EmergingMarkets #OilPrices #EnergySecurity #Semiconductors #FixedIncome #BondMarkets #AsiaMarkets #MarketOutlook #FidelityInternational Credits Producers: Patrick Graham, Judy Chen, Rory Fong Studio Ops: Keith Chuen Post production: Tommy Su Social producer: Ben Traynor Design: Mark Hamilton, Oli Godwin-Brown Editor: Seb Morton-Clark
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