asia markets

Asia LNG imports drop most since 2022 as Iran war upends supply

[BEIJING] Asian liquefied natural gas imports fell the most in more than three years last month as the conflict in the Middle East choked supply and sent prices higher.

Tokyo Gas's LNG terminal in Japan. Natural gas has accounted for a declining share of power generation in Asia, including in Japan, as a result of a rise in the use of renewables.

Asia pivots to coal as Middle East conflict chokes LNG supply

The key Asian benchmark for thermal coal rises 13.2% in March

Investors have been grappling with concerns around the additional trade tariffs announced by US President Donald Trump following the recent Supreme Court ruling.
RETHINKING MATTERS

Trading in the ‘Year of Geopolitics’

Asian investors should take a more nuanced approach than either pure complacency or panic selling

Trump’s tariff push has strained Washington’s diplomatic relations across Asia.

Asian economies weigh impact of fresh Trump tariff moves, confusion

Analysts say more responses from the US president are likely after the Supreme Court decision

Customers at a shopping centre in Jakarta. Asean, with nearly 700 million consumers and rapidly expanding middle classes, represents one of the fastest-growing demand bases in the global economy.
NEW GLOBAL ORDER

Asean+3, not the US, is now the world’s largest market

This structural shift has measurable consequences for how shocks propagate

Across the region, a number of markets are seeing their currencies weakening despite a relentless, record-breaking rally in domestic stocks.

A long-held tenet of Asia’s markets is suddenly breaking apart

In many ways, the AI infrastructure trade is the biggest swing factor when it comes to the outlook for Asian stocks