• Turnaround in energy prices in 2015 and investment opportunities to present itself
• Keppel Corp is a resilient, premier Singapore oil and gas company poised to tap into the regional thirst for energy during this turnaround
• Keppel would be able to leverage on its stellar reputation and Singapore’s status as an Asian oil hub for sustained growth in the future
• Keppel’s list of all-star major shareholders should anchor confidence in investors

There is always a major macroeconomic theme for every period of time and we can utilize that to boost our investment returns. This is because if we get it right, our potential returns can be substantial as we ride with the wave. Having said that, I would propose that the major economic theme for this year is the turnaround of oil and gas prices. You can also reference my previous article in February “How to Cope With Higher Inflation ......