JPMorgan's Ogoshi: We're Very Light in Energy Space

The video discusses the current uncertainty in global markets due to the Russian invasion and rising oil prices. It highlights the short-term negative impacts on the energy sector and potential long-term opportunities. The discussion shifts to regional variations, focusing on China's economic strategies, including a targeted GDP growth and fiscal stimulus. The video also covers the tech sector's regulatory environment and investment shifts towards renewable energy, accelerated by the Ukraine crisis and oil price spikes.

What are the potential opportunities in the energy space following the recent rise in oil prices?

How might the current geopolitical situation affect earnings predictions in the energy sector?

What is the significance of China's GDP growth target in the context of the current economic climate?

In what ways could the Ukraine crisis accelerate investment in renewable energy?

What challenges might the shift to renewable energy face despite the current push for investment?