Oil shock (Hormuz closed) and AI earnings super‑cycle represented a mixed month.
Where to put money in Q2?
Favor Energy & Semis. Avoid Thai retail & airlines.
#Q2Strategy #AsiaOutlook
Oil shock (Hormuz closed) and AI earnings super‑cycle represented a mixed month.
Where to put money in Q2?
Favor Energy & Semis. Avoid Thai retail & airlines.
#Q2Strategy #AsiaOutlook