‘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…