Asset management firms: The ceasefire agreement should temporarily stabilize market sentiment, and energy prices are expected to remain high this year.

Golden Ten Data reported on April 9 that the Managing Director of RBC BlueBay Asset, a fund management company under RBC, stated that a conditional two-week ceasefire between the US and Iran should help stabilize recent market sentiment. He predicts that a temporary drop in oil prices should ease inflationary pressures on vulnerable Asian economies and improve the fiscal situation of countries reliant on energy imports. The company expects that energy prices will remain significantly high this year, so it suggests investors focus on sovereign states and enterprises that are resilient to high energy costs or able to benefit from them. Currently, the institution's highest conviction trades are concentrated in Latin America, focusing on assets benefiting from strong energy independence.