Reduced geopolitical tail risks after the US-Iran talks are triggering a structural rotation of global capital toward ASEAN, the Gulf and Africa — regions increasingly positioned to anchor the next phase of global growth, says Juwai IQI Global Chief Economist Shan Saeed. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, April 16 – The conclusion…
With the Global Macro Risk Index pointing to a Stress Regime and oil sitting above US$100 per barrel, Juwai IQI Global Chief Economist Shan Saeed argues that the risks of 2026 are not hidden — they are visible, measurable, and continuously repriced. The challenge, he says, is not awareness. It is interpretation. BY TENGKU NOOR…
Brent’s surge above US$100 signals a structural shift in how geopolitics, inflation and financial markets interact. Oil markets are increasingly shaped by geopolitics and strategic chokepoints, with tensions around the Strait of Hormuz amplifying global energy risk premiums. KEY TAKEAWAYS Oil is now driving the global macro cycle. Brent crude near US$104 per barrel, up…
MARCH 18, 2026 A war in the Middle East is rapidly becoming Southeast Asia’s economic crisis, as oil shocks, trade disruptions and policy pressure test ASEAN’s resilience like never before. When the United States and Israel launched Operation Epic Fury on 28 February 2026, few in Southeast Asia expected the shockwaves to arrive so swiftly….
The four stories shaping Malaysia today. Thursday, 12 March 2026 Four stories that shaped Wednesday — and what to watch next 1. Anwar Holds the Line on RON95 Following Wednesday’s Cabinet meeting, Prime Minister Datuk Seri Anwar Ibrahim confirmed that subsidised RON95 petrol under the Budi95 scheme will remain at RM1.99 per litre, despite rising…
