UBS Equities-EM Equity Strategy _Higher for longer oil pinch points_ Ti...-107644166

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📄 文件全名: 《UBS Equities-EM Equity Strategy _Higher for longer oil pinch points_ Ti...-107644166.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: strategy report) could be higher oil prices for longer. Oil prices are already up ~20% ytd,
pump prices in the US ~18% ytd. Prior to last weekend's events, we saw the global oil
China and weaker supply from Russia). Iranian production is roughly 3.2Mb/d or ~3% of
sectors in MSCI EM (accounting for 70% of the EM by weight). In general, we see a lag
Source: Datastream, UBS. Note: This represents expected market returns for a 1% rise in Brent crude oil prices.
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Global Research and Evidence Lab 'Higher for longer' oil pinch points Geopolitical tensions - oil higher for longer?

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《UBS Equities-EM Equity Strategy _Higher for longer oil pinch points_ Ti...-107644166》主要包含哪些内容?

Global Research and Evidence Lab 'Higher for longer' oil pinch points Geopolitical tensions - oil higher for longer?核心数据:strategy report) could be higher oil prices for longer. Oil prices are already up ~20% ytd,;pump prices in the US ~18% ytd. Prior to last weekend's events, we saw the global oil;China and weaker supply from Russia). Iranian production is roughly 3.2Mb/d or ~3% of。

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