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.

How does the ongoing political situation in the Middle East affect oil supply and prices?

What factors are contributing to the positive outlook on energy for 2020?

What role does the global PMI survey play in understanding the macroeconomic outlook?

What are the implications of the phase one mini deal on trade tensions between China and the US?

How is China's credit support expected to impact their equity markets?