Column No. 6 — 29 April 2026 — TNS News The Cartel Cracks, the Talks Stall: ASEAN Watches a New Energy Order Take Shape Column No. 6 — 29 April 2026 — TNS News By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH Sixty days into the conflict, the Strait of Hormuz remains the most consequential 34 kilometres…
Sharp perspectives on the issues shaping Southeast Asia BY TENGKU NOOR SHAMSIAH TENGKU ABDULLAH Column No. 5 — 21 April 2026 — TNS News The Strait Opens and Closes Again: ASEAN Braces as the Ceasefire Teeters For 48 hours last Friday, the world dared to believe the worst was over. Iran declared the Strait of…
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…
Central bank says rising tariffs, geopolitical conflicts and supply-chain realignments are reshaping global trade, investment and inflation dynamics. BY TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, April 1 – Bank Negara Malaysia (BNM) warned that geopolitics is increasingly shaping the global economic landscape, with trade tensions, supply-chain realignments and regional conflicts now playing a decisive…
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…
