The escalation of attacks on international shipping in the Red Sea is making itself felt not only in transport and logistics, but also in consumer goods supply chains - including sporting goods and luxury brands. In fact, this earnings season, more companies have highlighted the Red Sea flashpoint as a watch factor into the months ahead. So which sectors should investors watch out for? And how concerned should we be? Are we near a systemic Covid 2.0 style supply chain disruption? On Money in the Market, Hongbin Jeong speaks to Low Pei Han, Head of Equity Research, Bank of Singapore, to find out more.