Quarter-end gloom: Mispriced assets, gold’s stumble and Asia’s energy reckoning
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It has been a bruising week to close out the quarter. Stocks, bonds and gold all fell while oil surged, and the mood across markets has been about as gloomy as it gets. With the Strait of Hormuz still effectively closed and Asian nations scrambling to secure energy from wherever they can find it, the ripple effects are moving fast from oil fields to household budgets.
In this episode of Market Focus Weekly, a podcast from The Business Times, Howie Lim sits down with Ritesh Ganeriwal, head of investment advisory at Syfe, to make sense of a market that is sending some genuinely confusing signals.
Why listen
- Which assets are most mispriced right now and why The sell-off has not been rational or evenly distributed. Ritesh Ganeriwal maps out where the gaps between price and fundamentals are widest.
- Why gold is losing its safe-haven shine and what that actually means for your portfolio Dollar strength, speculative unwinds and central bank behaviour are all playing a role. Ganeriwal explains whether this is a blip or something more significant.
- What Asia’s energy dependence really looks like when the pressure is on The Nikkei down 12 per cent, Korean shares off 13 per cent this month. Beyond the headlines, Ganeriwal digs into the structural vulnerabilities the crisis is exposing.
- What the Bank of Japan (BOJ) does next and why China’s chemical sector is suddenly surging Two very different stories, both worth understanding as the quarter turns.
If you have been watching gold fall during a geopolitical crisis and are wondering what on earth is going on, this conversation is for you. Listen now.
Discover more episodes at bt.sg/podcasts. Got feedback? Email us at btpodcasts@sph.com.sg.
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Written and hosted by: Howie Lim (howielim@sph.com.sg)
With Ritesh Ganeriwal, head of investment advisory, Syfe
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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