iShares MSCI Emerging Markets ETF
China built resilience to an energy shock — it’s paid off for Chinese assets amid the Iran war
19 November 2025, China, Shanghai: Boats sail past downtown Shanghai on the Huangpu River. The tallest building on the skyline is the Shanghai Tower (rear). Bernd von Jutrczenka | Picture Alliance | Getty Images The outbreak of the Iran war sparked a sharp sell-off across most regions and asset classes in March, as investors weighed […]
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Iran oil shock stirs memories of 1997 Asian Financial Crisis — but here’s why history may not repeat itself
A month into the worst oil supply disruption since the 1970s Arab embargo, the economic pain spreading across Asia is reviving an uncomfortable question: Could this be 1997 all over again? The parallels are hard to ignore. Asian currencies are under pressure, fueling the risk of capital outflows. Spiking energy costs have pushed governments to […]
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Many on Wall Street saw this ‘TACO’ coming as Trump’s brinkmanship starts to lose grip on market
Key Points The “TACO” trade — TACO being shorthand for Trump Always Chickens Out — has increasingly shaped positioning. Each bout of geopolitical-driven selling has become progressively more muted since April 2025. The market’s growing confidence is also raising a new question: What happens if markets stop acting as a constraint on Trump? Wall Street […]
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Trump threatens tariffs of 50% on countries ‘supplying military weapons to Iran’
US President Donald Trump looks on during a press conference about the conflict in Iran in the James S. Brady Press Briefing Room of the White House on April 6, 2026, in Washington, DC. Saul Loeb | Afp | Getty Images The U.S. will impose tariffs of 50% on “any and all” goods imported to […]
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A fragile U.S.-Iran ceasefire sparks market relief — but no clear path to lasting peace
WASHINGTON, DC – APRIL 06: U.S. President Donald Trump speaks alongside Central Intelligence Agency Director John Ratcliffe (L) and U.S. Secretary of War Pete Hegseth (R) during a news conference in James S. Brady Press Briefing Room of the White House on April 06, 2026 in Washington, DC. Alex Wong | Getty Images News | […]
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Lebanon’s economy minister seeks clarity on ceasefire ‘mixed signals’ as Israeli strikes continue
Smoke billows after an Israeli strike on Beirut’s southern suburbs, following an escalation between Hezbollah and Israel amid the U.S.-Israeli conflict with Iran, Lebanon, March 9, 2026. Mohamed Azakir | Reuters Lebanon is seeking urgent clarity on whether it’s part of the ceasefire pausing the Iran war, its economy minister told CNBC, adding it was […]
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FTSE Russell confirms Vietnam’s emerging market status
HO CHI MINH CITY, VIETNAM – APRIL 6: People ride motorbikes on a street on April 6, 2026 in Ho Chi Minh City, Vietnam. The city, which has the highest number of registered motorbikes in the country, is seeing growing economic pressure on workers who rely on motorcycles for their livelihoods amid fluctuating fuel prices […]
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‘All roads lead to higher prices and slower growth,’ warns IMF chief as Iran war hits global economy
Kristalina Georgieva, managing director of the International Monetary Fund (IMF), in Davos, Switzerland, on Monday, Jan. 19, 2026. Bloomberg | Bloomberg | Getty Images Higher inflation and weaker growth ahead are inevitable for the global economy as a consequence of the Iran war, the head of the International Monetary Fund warned on Monday as the […]
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Trump’s Iran ultimatum and signals of a possible deal keep investors on tenterhooks
US President Donald Trump during a prime-time address to the nation in the Cross Hall of the White House in Washington, DC, US, on Wednesday, April 1, 2026. Alex Brandon | Bloomberg | Getty Images Investors are caught between positioning for a swift deal that ends the war and a significant escalation that could send […]
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Trump threatens to destroy Iran power plants as reports emerge of downed U.S. F-35
A general view of Tehran with smoke visible in the distance after explosions were reported in the city, on March 2, 2026 in Tehran, Iran. Contributor | Getty Images U.S. President Donald Trump on Thursday threatened to destroy Iran’s bridges and power plants, saying the “New Regime leadership knows what has to be done, and […]
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