Stock Markets

Are stock markets in denial about the true cost of Iran war?

Macro risks suggest that the markets are too sanguine and may be mispricing the impact of the war

Bumper earnings and a resilient economy have pushed the S&P 500 about 3% over the high it set before the Iran war began.

Record-setting momentum rally is drawing doubters

Investors will get a key glimpse into the state of the American earnings machine this week

As the US Fed holds firm, what does “higher for longer” mean for Asia’s asset allocation?

Higher for longer: what a stalled peace deal means for Asian investors

How much risk premium is being priced into markets now? Get your volatility-injected analysis with Howie Lim and her guest, Thomas Rupf from VP Bank.

The market plunge on Friday priced in normalisation, but shipping routes remain disrupted, tanker rates are elevated and inventories depleted, conditions analysts say will take weeks to work through.

Traders brace for renewed turmoil on Strait of Hormuz stand-off

Oil is where the gap between market pricing and physical reality has been widest

Iran’s foreign minister Abbas Araqchi said in a post on X that passage for all commercial vessels through the Strait of Hormuz was declared completely open for the remaining period of ceasefire, in line with the ceasefire in Lebanon.

Global markets surge as Iran says Strait of Hormuz open during ceasefire

[LONDON] The price of oil tumbled and stocks and government bonds rallied on Friday (Apr 17) after Iran’s foreign minister said that the Strait of Hormuz was open for passage while a ceasefire is in f...

Gold retreated, and the US dollar index is nursing a nine-day decline.

From whiplash to record highs: how long can the peace rally last?

Easing war diplomacy, the gold pullback, and safe Singapore sectors in this volatile market.

US-Israel tensions with Iran raise energy supply concerns.

Oil spike, inflation, and Middle East tensions: Can ceasefire avert global economic shock?

Despite the ceasefire, markets persist, with oil prices nearly doubling since January. A fragile US-Iran truce caused a stock rally, but its lasting effect on Asian markets is unclear.

The upgrade is seen as a structural milestone that could unlock gradual inflows from global passive and active funds into Vietnam's equity market.

Vietnam’s FTSE upgrade locked in for September after market reforms

Global broker access and non-prefunding improvements have aligned the country’s market with global standards

Gold's recent performance has defied its traditional safe-haven status, experiencing its steepest monthly drop since 2008.

Quarter-end gloom: Mispriced assets, gold’s stumble and Asia’s energy reckoning

As the Middle East crisis whipsaws markets, where is the mispricing?