Market Has Mispriced Geopolitical Risk: StanChart

The video discusses the resilience of GCC countries to low oil prices, highlighting the difference between fiscal break-even prices and extraction costs. It speculates on potential outcomes of the next OPEC meeting, suggesting possible informal moves. The geopolitical risks in Turkey, particularly due to the Syrian conflict, are analyzed, emphasizing market mispricing. The video also explores challenges faced by Erdogan's leadership, including the Kurdish issue and increasing centralization of power.

What are the differences in oil price resilience among GCC countries?

How has the fiscal break-even price for oil changed in recent years according to the text?

What geopolitical risks does Turkey face due to the situation in Syria?

What is the significance of the Kurdish issue in Turkey's internal politics?

How does the centralization of power in Turkey affect investor perceptions?