"Financial Markets Assess Israel-Hamas War's Impact"

Analysts suggest that energy and defence-related investments are expected to yield positive returns in the next 12-18 months due to the ongoing conflict between Israel and Hamas. BCA Research predicts a potential oil shock as the war could spill over into other countries in the region, leading to a significant increase in oil prices. They also highlight the increased defence spending by the US and Europe as a promising sign for investors. While the impact on global financial markets and oil prices has been moderate so far, there is a high risk of escalation, with potential scenarios ranging from a minor increase in oil prices to a full-scale war involving major powers like the US and Iran. Safe haven investments such as gold, US treasury bonds, and currencies like the Japanese yen and Swiss Franc are also recommended.