Odd Lots: Daoud on How Iran War Will Reshape the Gulf (Podcast)
Ziad Daoud, Bloomberg Economics chief emerging‑markets economist, warned that the ongoing war with Iran will leave a lasting imprint on the Gulf region. Nations may need to rebuild damaged pipelines or construct new routes that bypass the vulnerable Strait of Hormuz. Heightened security threats could force Gulf states to increase defense budgets and rethink long‑standing alliances. Simultaneously, the conflict is likely to accelerate efforts to diversify economies away from oil dependence.
Iran: No Security for Persian Gulf Ports if Own Is Threatened
Iran warned that any threat to its Persian Gulf ports will trigger a collapse of regional shipping safety, effectively threatening to close the Strait of Hormuz to vessels linked to the U.S. blockade. Tehran called the U.S. naval restrictions illegal...
Yuan’s ‘Golden Window’ Is Open, Former PBOC Governor Says as US Dollar Credibility Teeters
Former PBOC governor Zhou Xiaochuan warned that U.S. policy choices—tariffs, sanctions and geopolitical tensions—are weakening dollar credibility, creating a "golden window" for the yuan. He noted rising capital inflows are putting upward pressure on the renminbi and highlighted China’s 2009...
Asia Markets Trade Lower as Oil Surges After U.S. Moves to Blockade Iran Ports
Asian equity markets slipped on Monday as the United States moved toward a naval blockade of Iranian ports, reigniting fears of a protracted U.S.–Iran conflict. Crude prices surged, with West Texas Intermediate up 8.5% to $104.82 a barrel and Brent...
Trump’s Strait of Hormuz Blockade Risks New Costs for the Global Economy
President Donald Trump announced via Truth Social that the U.S. Navy will begin a blockade of all vessels entering or leaving the Strait of Hormuz, a waterway that carries roughly one‑fifth of global oil and gas. Iran has effectively shut...
How to Invest in Asian Markets – No Longer Just ‘Emerging’
Asian equities are no longer just “emerging” markets; China, South Korea and Taiwan now dominate the MSCI Asia ex‑Japan index, accounting for over 75% of its weight and more than 60% of the broader MSCI Emerging Markets basket. The region’s...
The Political Economy of Rwanda’s Rise
The new Cambridge University Press book "The Political Economy of Rwanda’s Rise" argues that Rwanda’s rapid growth over the past two decades stems from a services‑first strategy rather than traditional manufacturing‑led industrialisation. Fieldwork since 2011 and 580 interviews reveal the...
China Remains Resilient in the Face of Middle East Conflict, Says ADB Economist
China’s vast oil reserves and booming clean‑energy exports are cushioning its economy from the fallout of the Middle East conflict, according to Asian Development Bank senior economist Yothin Jinjarak. The country holds 1.2‑1.5 billion barrels of strategic oil stockpiles, enough for...
Why Trump’s Latest Threat Could Turn a Crisis Into an Emergency
President Donald Trump announced that the U.S. Navy could block vessels from Iranian ports in the Strait of Hormuz, reviving a high‑risk escalation in a six‑week conflict. The threat sent Brent crude futures up roughly 8%, to $102.80 a barrel,...
We Are Stuck in a Currency Doom Loop
The Financial Times opinion piece titled "We are stuck in a currency doom loop" argues that many economies are caught in a self‑reinforcing cycle of currency weakness, rising inflation and higher borrowing costs. It points to policy missteps, fragile fiscal...
New UK Steel Tariffs Threaten British Manufacturing, Industry Warns
Britain announced a sweeping steel protection plan that slashes import quotas by 60% and imposes tariffs of up to 50% on steel not made domestically. The measure aims to boost UK steel production to cover half of national demand and...
India Increases Use of Foreign Players to Move up Electronics Value Chain
India is accelerating the entry of foreign electronics manufacturers through partnerships and government‑backed incentive schemes. The strategy aims to lift the sector from low‑margin assembly toward higher‑value activities such as design, testing and component production. Companies like Japan’s TDK and...
Taiwan Government Should Lead Engagement with China on New Measures, Senior Official Says
Taiwan’s National Security Bureau chief Tsai Ming‑yen urged the island’s government to take the lead in engaging China after Beijing announced ten new incentive measures, such as relaxed tourism curbs, permissive TV content, and easier food‑product sales. He warned that...
Trump’s Hormuz Blockade Risks Piling Pain on Asia Allies, China
President Donald Trump announced a naval blockade of the Strait of Hormuz, restricting vessels entering or leaving Iranian ports starting 10 am NY time on April 13. The move sent Brent crude up 8.6% to over $103 a barrel and spiked European gas...
Hong Kong Increasingly Seen as a Safe Haven in Troubled World
Amid escalating geopolitical tensions and fragmented supply chains, stability has become a premium asset for investors. The article argues that Hong Kong, long viewed through a risk‑laden lens, is now being reassessed as a safe haven because of its institutional continuity...
Southeast Asia’s Rising Investment Appeal: Malaysia Leads the Way Among Developing Economies in 2026
Southeast Asia is emerging as a hot spot for global capital, with six growth markets drawing 8.2% of all emerging‑market inflows between 2021 and 2024. Malaysia leads the region, ranking 23rd worldwide in the Milken Institute’s 2026 Global Opportunity Index,...
IMF Director Says Shock From US-Iran War Is Already 'Baked' Into the Economy
International Monetary Fund Managing Director Kristalina Georgieva told CBS that the economic fallout from the U.S.-Iran war is already "baked" into global markets. She highlighted disruptions to oil tankers, Gulf energy infrastructure and attacks on Qatari gas fields as sources...
Geopolitical Tensions May Bolster Hong Kong Office Demand as Gulf Capital Looks East
Analysts say the US‑Israel conflict with Iran and rising oil prices are prompting Gulf investors to seek stable financial hubs, bolstering demand for premium office space in Hong Kong. Leasing activity slowed in March, with 42 transactions versus 76 in...
Foreign Capital Reprices The India Premium
Foreign investors have largely exited Indian equities, with FIIs selling about $5.8 bn in April and $21.6 bn year‑to‑date, pushing foreign ownership to a 14‑year low. Over the past 18 months FPIs withdrew roughly $28 bn, and the MSCI Emerging Markets weighting fell...
Trump Says He’s Closing the Strait of Hormuz. Has He Been Reading MarketWatch?
President Donald Trump announced a blockade of the Strait of Hormuz, a move that could trigger a sharp rise in global oil prices and create an energy‑price shock. The decision aligns with earlier MarketWatch analysis suggesting the president may be...
Meiko Investment in Vietnam Set to Break US$1 Billion Mark- #BeltAndRoad #Economy #Infrastructure
Japanese printed circuit board leader Meiko Electronics is on track to invest nearly US$1 billion in Vietnam, adding six new production plants to its Southeast Asian footprint. The expansion cements Vietnam’s role as a key node in Meiko’s global supply chain...
Armenia Looking for Additional Partners for TRIPP Implementation
Armenia is expanding the investor pool for the Trump Route for International Peace and Prosperity (TRIPP), a 42‑kilometre land bridge linking Azerbaijan and its Nakhchivan exclave through Armenia’s Syunik province. Prime Minister Nikol Pashinyan and Foreign Minister Ararat Mirzoyan say...
Be Cautious of China ‘Incentive’: Expert
China announced ten new "incentive" measures for Taiwan, covering agricultural product sales, investment opportunities and the resumption of travel. Experts warn the package is tied to political conditions such as the "1992 consensus" and could be used to pressure Taiwan’s...
Hormuz Blockade, Australia Acts to Secure Urea
After US‑Iran peace talks collapsed, President Trump announced a full naval blockade of the Strait of Hormuz, heightening fears of oil and commodity disruptions. In response, Australia created a government‑industry working group to protect its urea supply, noting that roughly...
Why Global Imbalances Matter Again – and What to Do About Them
Global current‑account imbalances have widened sharply since 2018, reaching their highest levels since 2012, with the United States running a deficit of roughly 3.5‑4% of GDP and surplus economies such as China, Europe, Japan and oil exporters expanding their external...
PH Banks’ Loan Quality at Risk From Oil Shock
Fitch Ratings warns that prolonged Middle East conflict could keep oil prices high and disrupt Gulf remittances, pressuring Philippine borrowers. Loan growth accelerated to 9.5% year‑on‑year, reaching ₱14.3 trillion (≈$257 bn) in February, while non‑performing loans rose to 3.33% of total portfolios....
U.K. Won’t Take Part in Trump’s Planned Blockade of Hormuz Strait
The United Kingdom announced it will not participate in President Donald Trump’s proposed naval blockade of the Strait of Hormuz, a critical chokepoint for global oil shipments. Trump publicly threatened to block any vessel entering the waterway, branding the U.S....
Wary Investors Eye Another Escalation in Iran War
The collapse of US‑Iran peace talks prompted President Donald Trump to announce a naval blockade of the Strait of Hormuz, a chokepoint that moves roughly 20% of global oil and LNG. The rhetoric sparked a sharp sell‑off in crude, with...
Net FDI Inflows Dip, Investors Opting for Mexico, Vietnam
India’s net foreign direct investment turned negative in January 2026, reaching –$1.39 billion as gross inflows fell 6.9% year‑on‑year to about $5.7 billion. Outbound repatriation surged to $4.9 billion, nearly doubling the previous month’s level. Analysts say investors are gravitating toward Mexico, Vietnam...
The Islamabad Collapse: What the US-Iran Negotiation Failure Means for Gulf Stability and Global Supply Chains
Negotiations between the United States and Iran in Islamabad collapsed, leaving the Strait of Hormuz effectively sealed by both sides. Tehran refused to abandon its nuclear enrichment program and to relinquish control of the waterway, while Washington demanded total dismantlement...
VC Activity in LatAm Region Exhibited Renewed Strength in Q1 2026 : Research
Venture capital activity in Latin America rebounded in Q1 2026, with startups securing $1.03 billion—a 12% year‑over‑year rise. Late‑stage and growth‑equity deals drove the surge, delivering $761 million, more than two‑and‑a‑half times the prior year’s Q1 amount. Mexico emerged as the regional leader,...
BBC: Trump Says US to ‘Blockade’ Strait of Hormuz After Talks Failed over Iran’s ‘Nuclear Ambitions’
Former President Donald Trump announced that the United States will impose a naval blockade of the Strait of Hormuz after diplomatic talks with Iran collapsed over its nuclear program. The statement came amid an escalating US‑Israel‑Iran conflict that has already...
Govt Insists on Growth Target as World Bank Lowers Forecast
Indonesia’s government reaffirms a 5.4% GDP growth target for 2026, insisting it will meet or exceed the budgeted figure despite external headwinds. Economy Minister Airlangga Hartarto warned that the outcome hinges on geopolitical stability, particularly the ongoing United States‑Israel conflict...
Central Asia: The New Energy Battleground Not On Your Radar
The Iran‑Hormuz crisis exposed the fragility of global energy routes and turned attention to Central Asia’s untapped oil and gas reserves. Kazakhstan, Uzbekistan and Turkmenistan are quietly shifting export reliance from Russia toward China, which has already financed and built...
Will the Iran Truce Hold? Where to Invest—Whether It Fizzles or Settles In
U.S. diplomats are negotiating a tentative truce with Iran, aiming to halt hostilities that have rattled global markets. Analysts warn that a breakdown could reignite volatility, while a durable cease‑fire may unlock a modest rally in risk assets. The piece...
US-Iran War: Ceasefire Negotiation Fails; What Does It Mean for Gold, Oil, Silver and Indian Stock Market?
Cease‑fire negotiations between the United States and Iran collapsed in Islamabad, reviving geopolitical risk across markets. Analysts expect crude oil to gap up as the risk premium widens, while gold and silver are likely to open flat unless tensions intensify....
Failure of US-Iran Talks Set to Weigh on Risk Assets Monday
The United States and Iran failed to secure a cease‑fire agreement during talks in Pakistan, reviving geopolitical risk. Analysts expect the setback to push investors toward safe‑haven assets, lifting the dollar and oil prices while dragging equities lower. Treasury yields...
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FUELLING WAR: ‘Hypocrisy’: Critics Slam SA for Boosting Coal Exports to Israel Despite Gaza Genocide Case
South Africa’s coal exports to Israel surged in the past two years, reaching roughly 2.99 million tonnes between October 2023 and December 2025, even as Pretoria pursues a genocide case against Israel at the International Court of Justice. The increase followed Colombia’s decision...
US-Iran Islamabad Talks End without Deal as Hormuz Control Remains Key Sticking Point
The United States and Iran held their first high‑level face‑to‑face talks since 1979 in Islamabad, but after more than 21 hours the meeting ended without an agreement. The core dispute centered on the Strait of Hormuz, where Washington demands unrestricted...
India-UK Free Trade Pact May Come Into Force From Second Week of May: Official
The India‑UK Comprehensive Economic and Trade Agreement (CETA), signed in July 2025, is slated to take effect in the second week of May 2026. The pact grants duty‑free access for 99% of Indian exports to the British market and cuts...
China Offers Incentives to Taiwan Following Opposition Leader's Visit
China unveiled ten new incentive measures for Taiwan, ranging from relaxed travel restrictions and food‑inspection standards to permissive broadcasting of Taiwanese TV dramas, contingent on opposition to Taiwan independence. The package was announced shortly after KMT chairwoman Cheng Li‑wun met...
Kenyans Are Encouraged to Work Abroad, but Protection Rights Remain Weak – New Research
Kenya is pushing a new labour‑migration drive toward Gulf states, targeting $10 billion in annual remittances and a million jobs abroad under President William Ruto’s agenda. By 2025 more than 300,000 Kenyans are employed in Saudi Arabia, Qatar and the United...
South Korea Nears Kazakhstan Oil Deal as Middle East Supply Risks Mount
South Korea is close to finalising a crude‑oil supply agreement with Kazakhstan, a move aimed at reducing its heavy reliance on Middle Eastern imports. The deal follows a high‑level diplomatic tour that also visited Oman and Saudi Arabia amid growing...
Control of the Strait of Hormuz and Iran’s Uranium Stockpiles Were Sticking Points
U.S. Vice‑President JD Vance and Iran’s parliamentary chief Mohammad Bagher Ghalibaf met in Islamabad but left without a permanent cease‑fire, citing three core disputes: reopening the Strait of Hormuz, the fate of roughly 900 pounds of highly enriched uranium, and the...
FPIs Extend Sell-Off in April; Pull Out Rs 48,213 Crore From Indian Stocks in 10 Days
Foreign portfolio investors pulled $5.14 billion (Rs 48,213 crore) from Indian equities in the first ten days of April, extending a sharp outflow trend that began with a record $12.7 billion exit in March. The cumulative outflows for 2026 now exceed $18 billion, reflecting heightened...
US and Iran Fail to Reach Agreement After Marathon Talks
U.S. Vice President JD Vance and senior Trump officials returned from marathon talks in Pakistan without an agreement, as Iran refused to provide firm assurances it would not pursue a nuclear weapon. The negotiations, the highest‑level U.S.–Iran contact since the...
Doubts About Trump Strain Southeast Asia’s US-China Balancing Act
The 2026 State of Southeast Asia survey shows a sharp decline in confidence toward U.S. leadership under President Trump, with 52% of respondents now favoring China over the United States. Climate change has become the region’s top concern, cited by...
China Unveils Taiwan Goodwill Steps After Opposition Talks
China announced a package of goodwill measures toward Taiwan after President Xi met opposition leader Cheng Li‑wun. The package includes facilitating sales of Taiwanese agricultural and fishery products to the mainland. It also encourages Taiwanese investment in China and plans...
World Finance Chiefs Head to IMF With a Sense of Déjà Vu
Finance ministers and central bankers convene in Washington for the IMF and World Bank spring meetings, where the agenda is dominated by the fallout from President Donald Trump’s war on Iran. IMF chief Kristalina Georgieva warned that the conflict will...
World Finance Chiefs Head to IMF With a Sense of Déjà Vu
Finance ministers and central bankers will convene at the IMF and World Bank spring meetings in Washington to gauge the fallout from President Donald Trump’s war on Iran. IMF chief Kristalina Georgieva warned that the conflict will force a downgrade...