ASX Stocks in Focus: 5 stocks built for an oil shock and sticky rates

The latest ASX Stocks in Focus setup starts with a market that looks steady at index level but far less comfortable underneath.

That matters because April’s macro regime is unusually split. The RBA has already lifted the cash rate to 4.10%, Australia is still dealing with inflation pressure, and geopolitical disruption in the Strait of Hormuz has kept energy markets unstable. At the same time, parts of the global economy still have real support, especially through AI infrastructure spending and better-than-expected Chinese growth. Reuters reported China’s economy grew 5.0% in the first quarter, ahead. . .