Middle East
Sovereign wealth, energy transition, and geopolitical fault lines converge here in ways that ripple far past the region itself. The economies built on oil are racing to build what comes after it.
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Jun- 2026 -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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2 JuneCapital
Japan’s banana shortage reveals a hidden energy crisis
Naphtha inventories have fallen 25 per cent this year as Middle East conflict disrupts the Strait of Hormuz, blocking the petroleum feedstock that ripens imported fruit.
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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…
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30 MayCapital
South Korea’s stock market surges 45% while economy weakens under Middle East pressure
South Korea's KOSPI has surged 45% year-to-date as of May 29, 2026, yet the real economy is weakening. The Bank of Korea held rates at 2.5% while signalling readiness to…
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29 MayPower
Iran restores internet to 53% capacity, signalling flexibility in ceasefire talks with Washington
Iran has partially restored internet access to 53% of normal traffic volumes after blackouts in January 2026 and during the US-Israeli military campaign. WhatsApp, Instagram, and Facebook remain blocked or…
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28 MayEarth
Super El Niño and Iran’s fuel crisis converge to threaten Asia’s power grids this summer
Super El Niño and Iran's Hormuz closure converge to threaten Asia's power grids, agriculture, and manufacturing. Ocean temperatures could exceed 1877 catastrophic peak; 80% of Hormuz oil bound for Asian…
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27 MayCapital
Moody’s warns Indian banks most exposed to Strait of Hormuz oil disruption
Moody's Ratings has elevated a prolonged Strait of Hormuz disruption to a central scenario, projecting Brent crude at USD 90–110 per barrel. Indian banks are identified as among the most…
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27 MayPower
China, Iran, Myanmar, Venezuela build shadow internet to fight state censorship
Across China, Iran, Myanmar, and Venezuela, a permanent shadow digital infrastructure has taken shape to fight state-controlled internet censorship. Freedom House's Freedom on the Net 2025 report scores China at…
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26 MayCapital
Sri Lanka’s 100-bp rate hike risks derailing fragile IMF-backed recovery
The Central Bank of Sri Lanka raised its overnight policy rate by 100 basis points to 8.75% in May 2026 — its sharpest tightening in three years — as Iran-conflict-driven…
