Oil Search, Woodside Petroleum, Santos Favored: Evan's & Partners

The video discusses the impact of Middle East tensions on oil markets, highlighting the volatility and potential supply shocks. It analyzes global economic indicators, suggesting a positive outlook for oil demand. Investment opportunities in Australian energy companies are explored, with a focus on price arbitrage. The US-China phase one trade deal is examined for its market impact, emphasizing political will to reduce tensions. Finally, China's economic stimulus measures and their effects on equity markets are discussed, with a focus on the Asia Technology Index Fund.

What is one of the main reasons for the positive outlook on energy for 2020?

• Decreased political tensions

• Improving global macroeconomic outlook

• Increased oil supply

• Decline in global demand for oil

Which companies are highlighted as investment opportunities in the energy sector?

• ExxonMobil and Chevron

• BP and Shell

• Santos, Oil Search, and Woodside Petroleum

• Total and Eni

What is the significance of the phase one mini deal between China and the US?

• It increases oil prices

• It shows political will to reduce trade tensions

• It decreases global demand for oil

• It leads to a supply shock

What recent action has China taken to support its equity markets?

• Cut the reserve requirement ratio

• Implemented trade barriers

• Increased interest rates

• Decreased lending for the banking sector

Which investment strategy is suggested for exposure to AsiaTech?

• Investing in individual tech stocks

• Investing in real estate

• Using index funds like BetaShares Asia Technology Index Fund

• Investing in commodities