Asking about market reassessment and duration risk.
Haslinda Amin
Sajjid Chinoy
Duration key; if beyond 2 weeks, becomes non-linear due to storage constraints; crude could snap back to $60-65 if brief.
Asking what it takes for global inflation issue.
Haslinda Amin
Sajjid Chinoy
Crude triple digits for several months would impact inflation expectations and growth.
Asking if India most at risk.
Haslinda Amin
Sajjid Chinoy
India large oil importer but current account deficit <1% GDP, reserves buffer; remittances also at risk.
Asking about strong dollar and Asian currencies.
Haslinda Amin
Sajjid Chinoy
Dollar strength a worry; countries with low inflation, large reserves can manage; currency should be shock absorber.
Asking about Japan and developed markets.
Haslinda Amin
Sajjid Chinoy
Developed markets more vulnerable due to sticky inflation; Fed may look through short shock.