O&G Stocks, Worth A Relook Now?

Brent crude prices are up more than 60% on a year to date basis fueled by both stronger demand and supply discipline. But does this mean that there will be more capex for the industry or is the structural shift towards renewables, the end for O&G companies? T.J Liaw, Regional Head of Oil and Gas , Maybank Investment Bank Equity Research gives us his views whilst telling us his top picks for the sector.