Navigating Markets: Oil, Defense, India, and Footy Finals

In this episode we delve into crucial global trends shaping the investment landscape. First up, we dissect the surge in oil prices and its ramifications on various sectors. Next, we examine the unexpected F35s downgrade and its potential impact on defense stocks. Shifting our focus to the Indian market, we explore emerging opportunities amidst geopolitical shifts. To wrap it up, we provide insightful footy finals tips, offering a unique perspective for both sports enthusiasts and investors alike. Join us for an engaging discussion on the dynamic forces influencing your investment decisions.Sponsored by amfex.comSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.