Energy Stocks Favored, StanChart's Goh Says

The video discusses the strong earnings season, with a high percentage of companies beating profit estimates. It highlights the lack of earnings guidance from companies post-pandemic and the impact of a strong US dollar on global markets. The video also covers the potential for continued US dollar strength, the importance of the Jackson Hole Symposium, and the recovery of the labor market. Finally, it explores the energy sector as a promising investment theme, with expectations for oil prices to rise as global demand increases.

What percentage of companies have beaten their profit estimates, marking the highest since 2008?

• 90%

• 87%

• 85%

• 75%

What is one reason for the strong consecutive earnings beats observed recently?

• Lack of earnings guidance from companies

• Improved technology infrastructure

• Higher tax incentives

• Increased consumer spending

What is the expected trend for the US dollar in the short term?

• Significant weakening

• Moderate strengthening

• Rapid strengthening

• Stability with no change

What is the central expectation for oil prices per barrel as vaccinations increase globally?

• $75 to $80

• $60 to $65

• $80 to $85

• $70 to $75

Why are energy equities considered a preferred sector for investment?

• They are unaffected by global economic changes

• They have outperformed oil prices

• They have lagged behind oil price gains

• They offer guaranteed returns