SPECIAL REPORT | GLOBAL ECONOMY The Domino Impact of $110 Oil: A New Energy Shock for the Global Economy

Strategic Perspective by TENGKU NOOR SHAMSIAH TENGKU ABDULLAH March 9, 2026 KUALA LUMPUR, The resurgence of oil above US$100 per barrel, triggered by escalating tensions between Iran and Israel, is not merely a geopolitical headline — it represents a macroeconomic inflection point. Energy remains the most powerful transmission channel in the global economic system. When…

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‘Not a Structural Break’: Asia’s Markets Can Hold — But Three Red Lines Must Not Be Crossed

Dr Sailesh Kumar Jha As disruption in the Strait of Hormuz rattles energy markets, former Credit Suisse Chief Asia Economist Dr Sailesh Kumar Jha delivers a measured verdict: global markets are absorbing the shock — for now. But he identifies three thresholds that, if breached, could trigger rapid capital flight from Asian markets. By TENGKU…

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Geopolitical Shocks & Global Aviation: A Measured but Material Threat, Says Top Economist

With Middle Eastern airspace under pressure, Juwai IQI Global Chief Economist Shan Saeed warns that duration — not intensity — will determine the true economic cost to global aviation and supply chains. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, Mar 3 – As geopolitical tensions cast a shadow over key aviation corridors, one of…

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