Chief Executive Officer, Emmer Capital Partners Limited

Manishi Raychaudhuri

Chief Executive Officer

Emmer Capital Partners Limited

Emmer Capital Partners is an Asia Pacific focused financial advisory firm engaging in strategic financial asset allocation advice, bespoke thematic research and advising early-stage companies and connecting them to investors. Emmer Capital provides macro-economic and multi-asset investment strategy inputs to institutions, family offices, private wealth managers, private equity, and corporate boards directly and through independent research platforms. Emmer Capital also advises a wide range of startup companies on fund raising and business strategy. Emmer Capital's active engagement with the print and electronic media reaches a broad spectrum of investors across the globe.

Cross Asset Strategy

<ul>
<li>Asia's dependence on Middle Eastern energy and the Strait of Hormuz transit route has driven immense share price volatility - especially in Korea, Japan and pockets of ASEAN.  </li>
<li>The top winners and top losers across market-sectors indicate that the market is most worried about input shortage across industries and potential demand destruction driven by heightened inflation expectation.</li>
<li>Manufacturing sectors and consumer proxies across Asia could continue to underperform if the conflict lingers. Energy, high dividend yield, precious metals and developed Asia financials could be the safe havens.</li>
</ul>


Asia's dependence on Middle Eastern energy and the Strait of Hormuz transit route has driven immense share price volatility - especially in Korea, Japan and pockets of ASEAN.  
The top winners and top losers across market-sectors indicate that the market is most worried about input shortage across industries and potential demand destruction driven by heightened inflation expectation.
Manufacturing sectors and consumer proxies across Asia could continue to underperform if the conflict lingers. Energy, high dividend yield, precious metals and developed Asia financials could be the safe havens.


Asian Equities: What's Being Discounted Now, After the Carnage?

Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East supply disruption.</li><li>South Korea's output hits a three-year high, building stocks ahead of plant maintenance and potential crude supply disruption.</li><li>Global Group III imports from the Middle East hit a six-year high in 2025, deepening reliance on supply lines now facing acute disruption.</li></ul>

Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East supply disruption.South Korea's output hits a three-year high, building stocks ahead of plant maintenance and potential crude supply disruption.Global Group III imports from the Middle East hit a six-year high in 2025, deepening reliance on supply lines now facing acute disruption.

Base Oils and Lubricants: Weekly Global Market Review - 6 Mar '26

<ul><li>Group II cargo with a combination of light and heavy grades set to load from Taiwan in coming days following a slowdown in flows in early March.</li><li>Taiwan's February cargo loadings fell sharply from January, pointing to a drop in total exports last month to the lowest in around a year.</li><li>Large cargo of premium-grade base oils loaded from South Korea in early March bound for the US Gulf coast, set to arrive in first-half April.</li></ul>

Group II cargo with a combination of light and heavy grades set to load from Taiwan in coming days following a slowdown in flows in early March.Taiwan's February cargo loadings fell sharply from January, pointing to a drop in total exports last month to the lowest in around a year.Large cargo of premium-grade base oils loaded from South Korea in early March bound for the US Gulf coast, set to arrive in first-half April.

Global Base Oils Cargo Flows: Week To 6 March

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li>China's currency, equity, and bond markets have held up better than those of other Asian countries since the beginning of the war in Iran. </li>
<li>Chinese-Flagged ships have been allowed safe passage through the Strait of Hormuz, which may signal that China will continue to import some crude, LNG, and fuel from the Middle East.</li>
<li>China increased its strategic oil reserves at a pace of 1mm bbls a day over the past year.  Estimated at 1.5 billion bbls, China has ample reserves for a protracted war.</li>
</ul>


China's currency, equity, and bond markets have held up better than those of other Asian countries since the beginning of the war in Iran. 
Chinese-Flagged ships have been allowed safe passage through the Strait of Hormuz, which may signal that China will continue to import some crude, LNG, and fuel from the Middle East.
China increased its strategic oil reserves at a pace of 1mm bbls a day over the past year.  Estimated at 1.5 billion bbls, China has ample reserves for a protracted war.


India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Iran launched ballistic missiles and drones at US assets and infrastructure in Saudi-neighboring GCC states  in direct retaliation US-Israel joint strikes on Iranian leadership and nuclear sites.</li>
<li>The attacks exploit GCC-hosted US bases, threaten 20% of global oil transit via the Strait of Hormuz, and have already driven Brent crude up 12% since escalation.</li>
<li>Iran is shifting from proxy warfare to a "regionalized cost" strategy, attempting to leverage the security of U.S. allies and global energy chokepoints to force a ceasefire.</li>
</ul>


Iran launched ballistic missiles and drones at US assets and infrastructure in Saudi-neighboring GCC states  in direct retaliation US-Israel joint strikes on Iranian leadership and nuclear sites.
The attacks exploit GCC-hosted US bases, threaten 20% of global oil transit via the Strait of Hormuz, and have already driven Brent crude up 12% since escalation.
Iran is shifting from proxy warfare to a "regionalized cost" strategy, attempting to leverage the security of U.S. allies and global energy chokepoints to force a ceasefire.


Why Iran Is Striking the Gulf to Counter US and Israel?

China

PetroChina Company Limited operates as an oil and gas company. The Company offers crude oil and oil products exploration, development, production and marketing. PetroChina also markets petrochemical products and derivative chemicals.

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PetroChina (601857 CH)

Asian Equities: What's Being Discounted Now, After the Carnage?

Asia's equity volatility is driven by its reliance on ME energy. Top worries are about input shortages & demand destruction. Safe havens: Energy,...

Manishi Raychaudhuri

Base Oils and Lubricants: Weekly Global Market Review - 6 Mar '26

Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East...

Base Oil News

Global Base Oils Cargo Flows: Week To 6 March

Group II cargo with a combination of light and heavy grades set to load from Taiwan in coming days following a slowdown in flows in early...

Base Oil News

China: Prepared for a Long War!

China's currency, equity, and bond markets have held up better than those of other Asian countries since the beginning of the war in Iran.

David Mudd

Why Iran Is Striking the Gulf to Counter US and Israel?

Iran's ballistic missile strikes on US assets in GCC states threaten global oil transit and mark a shift in strategy towards leveraging regional...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asian Equities: What's Being Discounted Now, After the Carnage?

​Asia's equity volatility is driven by its reliance on ME energy. Top worries are about input shortages & demand destruction. Safe havens: Energy,...

Manishi Raychaudhuri

Base Oils and Lubricants: Weekly Global Market Review - 6 Mar '26

Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East...

Base Oil News

Global Base Oils Cargo Flows: Week To 6 March

Group II cargo with a combination of light and heavy grades set to load from Taiwan in coming days following a slowdown in flows in early...

Base Oil News

China: Prepared for a Long War!

China's currency, equity, and bond markets have held up better than those of other Asian countries since the beginning of the war in Iran.

David Mudd

Why Iran Is Striking the Gulf to Counter US and Israel?

​Iran's ballistic missile strikes on US assets in GCC states threaten global oil transit and mark a shift in strategy towards leveraging regional...

Sudarshan Bhandari

Asia's equity volatility is driven by its reliance on ME energy. Top worries are about input shortages & demand destruction. Safe havens: Energy,...

Iran's ballistic missile strikes on US assets in GCC states threaten global oil transit and mark a shift in strategy towards leveraging regional...