Geopolitics

Iran conflict, disaster risks could drive inflation pressures in Singapore, Asia: Swiss Re global CEO

Driven by recent uncertainties, Swiss Re has established a task force to monitor geopolitical hotspots

Magyar’s victory demonstrates that democratic systems can correct themselves despite institutions being hollowed out.

The great Hungarian reset

Hungary’s incoming prime minister will have to address the fragile macroeconomic situation head on

Oil volatility driven by the Iran conflict is pushing parts of Asia toward fuel subsidies.

The cost of conflict: Asia’s energy risk

The Iran crisis threatens the Straits of Hormuz, risking higher oil prices and Asian stagflation. The immediate market volatility, subsidy issues, and Asia's potential for energy resilience via divers...

Spanish Prime Minister Pedro Sanchez has been one of Europe’s most vocal critics of US and Israeli military actions in the Middle East in recent weeks.

Spain’s economic endorsement of China is a major Trump rebuke

Could warmer ties between Madrid and Beijing help move EU closer to China?

The Dong Fang Hong 3, a deep-sea research vessel, docked in Qingdao in China's Shandong province. It has been mapping the ocean floor in the last two years.
THE BOTTOM LINE

As Trump scares off US scientists, China is racing ahead

From mapping the seabed to making AI innovations, Beijing is becoming the world’s scientific superpower

Most of the leverage Beijing had over Teheran rested on the money it was paying for oil, which will end if the blockade halts exports.
THE BOTTOM LINE

The Hormuz blockade is as much about China as Iran

Washington hopes that Beijing will convince Iran to soften its demands, but the latter may choose to wait and see

Trump is strongly opposed to the idea of Iran charging ships a toll to pass through the strait.

Trump says US to start blockading the Strait of Hormuz immediately

The remarks from the US president came hours after US-Iran peace talks ended without a deal

Companies need solid balance sheets, strong pricing power and investment narratives aligned with geopolitical currents.
MARK TO MARKET

From butter to guns: Why defence stocks are outperforming the S&P 500

If the new dual-listing bridge attracts companies that fail to perform, it may erode rather than enhance the vibrancy of the Singapore market

Every US dollar added to the price of oil is a tax on Iran’s adversaries and, critically, on the Western economies underwriting opposition to Teheran.
THE BOTTOM LINE

Iran and the ‘Strait card’: a risky high-stakes gamble

How the country could turn its control of the Strait of Hormuz into a victory

US President Donald Trump (left) with Chinese President Xi Jinping at a bilateral meeting on the sidelines of the Apec summit in Busan last October.

China pips the US if Asean is forced to choose, but analysts warn against reading it like a sports result

Sentiments in the region over the two major powers flip again in Iseas-Yusof Ishak’s annual South-east Asia survey