Oil Price Risk and Possible Scenarios of Middle East Escalation In this article, we look at the current tensions in the Middle East, particularly between Israel and Iran, and their potential impact on global oil markets. Following missile strikes from…
Defense in Asia Undermined by Trump Statement on Taiwan Former President Donald Trump's potential return to the White House is raising concerns about the impact on Taiwan policy, with observers speculating on potential changes in Beijing's calculations. President Joe Biden's…
Israel and Iran Tensions being Played Down This should be seen as a warning to show that Israel can strike back at a time and place at its choosing. At the same time the Iranians have blamed drones for the…
Oil Fundamentals and Geopolitical Risks The energy sector has seen a surge in prices due to escalating geopolitical tensions in the Middle East, with crude oil futures reaching five-month highs. Despite differing opinions among analysts on the rally being headline-driven…
Escalation to Iran and Risk to Strait of Hormuz Any threat to the world's most important energy choke point, the Strait of Hormuz, will rattle the global energy markets. Thus the Israel-Hamas War could escalate into a wider conflict. With…
The geopolitical landscape is becoming a significant concern for both Apple and Huawei. The ongoing trade war between the U.S. and China is a primary source of this risk. Apple, an American company, and Huawei, a Chinese firm, are caught…
In recent years, the property market in China has experienced significant growth and has become a vital part of the country's economy. However, there are increasing concerns about the risks associated with the market, especially in light of the current…
Some analysts have kept a buy on Apple such Citi. Don't buy the AI-hype (generative ai) as we think the stock is due for a fall this Thursday. There are several headwinds that have increased the chance of the company…
Stock Market Outlook Q3 2023: Stay Cautious Our forecast is for major central banks to keep raising rates till year end. This will put a break on economies and potentially lead to a global synchronized recession putting pressure on profits…
We maintain the view that this is just the beginning of a trade war between the US and China. Even if it does not actually happen, the rhetoric will get worst over the coming weeks. Thus, we strongly recommend that…
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