Quarter-end gloom: Mispriced assets, gold's stumble and Asia's energy reckoning

Global conflict. Closed shipping lanes. Oil surged, gold stumbled. As the Middle East crisis whipsaws markets, where is the mispricing? Syfe's Ritesh Ganeriwal joins Howie Lim to dissect Asia’s structural energy shock, the dollar’s safe haven reign, and the disruptive forces reshaping portfolio strategy this quarter end. Highlights: 01:16 Mispriced assets thanks to the conflict 03:44 Gold vs. the dollar 07:40 Asia hardest hit by energy crisis 12:09 Japan and China trajectory --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Howie Lim ([email protected]) 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 --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.