Iran
Sanctioned, resource-rich, and central to nearly every flashpoint in the region — from the Strait of Hormuz to the state of nuclear diplomacy.
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Jun- 2026 -20 JuneCapital
India’s fuel firms swallowed $2.6 billion to shield kitchens from conflict
State-owned oil marketing companies absorbed ₹22,000 crore in losses between March and May 2026, holding domestic LPG prices nearly flat while the global benchmark jumped 46% during West Asia tensions.
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16 JunePower
Iran war rewired Asia’s trade. The strait reopening won’t undo it.
A 60-day ceasefire window reopened the Strait of Hormuz, but the brief blockade exposed how a single chokepoint controls a third of global seaborne oil and 90% of Asian LNG…
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15 JunePower
Iran and America both claim victory. That’s the problem.
The ceasefire text halts a war that closed the Strait of Hormuz, but Tehran and Washington describe the deal so differently that neither side admits what it conceded.
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14 JunePower
Trump pursues Iran deal with Netanyahu locked out of the room
The Israeli prime minister faces an ICC arrest warrant in France, but his exclusion from G7 talks signals a deeper shift: Washington is negotiating Iran's future without the leader who…
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12 JuneCapital
Malaysia’s currency is being priced by Tehran, not Kuala Lumpur
The ringgit rose against the dollar on June 12 as Brent crude fell 2.4% on US-Iran peace hopes, but weakened against every regional peer, exposing how geopolitics now moves emerging-market…
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12 JunePower
Trump claims a deal while US Navy kills Indian sailors
Three Indian nationals died when American forces struck merchant vessels off Oman in four days, even as the president announced he had cancelled further Iran strikes and expected a settlement…
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7 JunePower
US and Iran clash in the Gulf as Israel fights on Lebanon’s border
American forces destroyed six Iranian drones over the Strait of Hormuz on June 6 while Tehran launched ballistic missiles at Kuwait and Bahrain, and Israeli troops engaged Hezbollah across the…
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3 JuneCapital
Iran tensions just repriced the entire US stock market
Market-implied odds of a December Fed rate hike jumped from 9.1% to over 40% in one month as Middle East military strikes pushed Brent crude into the USD 90s, reviving…
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3 JuneCapital
Oil surges as missiles split the market in two
Iranian strikes on Kuwait and Bahrain pushed crude higher while megacap tech stocks refused to flinch, exposing how concentrated equity gains hide the real portfolio risk.
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May- 2026 -31 MayCompass
Iran war is emptying Southeast Asia’s guesthouses this summer
Southeast Asia's tourism economies are absorbing their second major shock in five years as the Iran conflict drives up energy prices and chokes long-haul travel demand. Visitor numbers to Cambodia's…
