Geopolitics

Inflation, energy, markets: What’s next after US-Iran peace deal

Despite the MOU, which includes a US$300 billion fund, uncertainty still lies ahead, say analysts

The US-Iran MOU aims to restore shipping through Hormuz and buy time for negotiations over unresolved nuclear questions.

The US-Iran deal is foreign policy realism at work

The agreement, however incomplete, is about achieving what’s possible

Researchers have argued, with justification, that the EU can exploit a variety of Chinese dependencies on Europe.
THE BOTTOM LINE

If Brussels starts a trade war, Beijing will finish it

Wargaming the EU-China conflict warns Europe against aggression towards an opponent with superior firepower

An oil refinery in China, which at the end of 2025 had the largest strategic petroleum reserve with 1.4 billion barrels held back.
THE BOTTOM LINE

China has a powerful new oil price weapon

The Middle East conflict reveals how the Asian giant has become the stabilising force for commodity prices

Should ST Engineering execute well in capturing burgeoning defence opportunities, expect investors to view the company’s stock highly favourably.
HOCK LOCK SIEW

Can ST Engineering aspire to challenge DBS to be king of the local bourse?

Growing leading companies outside the banking sector will make the local stock market more vibrant

A gradual reopening of the Strait of Hormuz – while talks begin over Iran’s nuclear programme – leaves a lot of room for disputes and misunderstandings.

A fragile Iran peace follows a war without victors

Trump’s deal reflects the failure of the military option in Iran

Former Fed chair Janet Yellen (left) speaking with Amundi CEO Valerie Baudson at the Amundi World Investment Forum 2026.

Rate hikes unlikely despite hot inflation and strong jobs in US: Amundi

Former Fed chair Janet Yellen also does not expect rate increases soon, due to uncertainty over oil prices

Energy markets were the first and most forceful point of impact in the Middle East conflict.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Geopolitical shocks: What moves first and why it matters

What matters for investors and analysts is learning where to position themselves as events unfold

Indian Minister of External Affairs Subrahmanyam Jaishankar at the Quad Foreign Ministers' Meeting in New Delhi in May. India is still part of this bloc with the US, Australia and Japan, but runs its own foreign policy when its interests do not align with Washington's.

What is ‘strategic autonomy’ – and why is everyone suddenly reaching for it?

Countries are staying within US-led security and economic orders, but want wiggle room in their participation

US-China rivalry leaves South-east Asian countries potentially caught in between, said Vietnamese President To Lam at the 23rd Shangri-La Dialogue on May 29.
SHANGRI-LA DIALOGUE 2026

In an unstable world of crises, solutions must come from Apac, says Vietnam’s To Lam

This comes as the region has become an arena for the strategic rivalry between the US and China