摩根士丹利：油价上涨何时会开始影响亚洲？

M Idea The Viewpoint: When Will Higher Oil Prices Start to Affect Asia? Oil prices have spiked due to supply concerns but the effects on Asia should be manageable given a lower oil burden than before and moderate inflation. However, if oil prices move even higher to above US$85/bbl and a stronger USD is sustained, it may lead to delays in rate cuts. Key Takeaways In the event that oil prices rise above US$85/bbl in a sustained manner, on a relative basis within the region, Thailand, Korea, Taiwan, and India ...