Morgan Stanley advised selling into this week’s Asian equity rally, citing risks
from surging energy prices. Brent crude nears $120–$130 per barrel, while an LNG
attack in Qatar threatens exports. Analysts warn Asian markets could fall
15%-20% in an adverse scenario. The region outperformed briefly on AI optimism
from Nvidia, but US stocks remain resilient, down 3.7% in March versus Asia’s
7.6% drop.
