Headlines

Iran war make a China attack on Taiwan more likely?

It’s too soon to tell, as the fight with Iran started less than a week ago. But at least in the near-term, China will likely hold its fire on Taiwan. However, if the Iran conflict continues for an extended period, lasting months rather than weeks, while casualties mount and the

Missiles in the Gulf could dim the lights in Dhaka

The escalating conflict in Iran and the Gulf region has exposed a structural reality: geography remains the ultimate arbiter of market stability. Nowhere is this more acute than the Strait of Hormuz, the maritime artery for 20% of global oil and a significant share of liquefied

Trump’s Venezuela playbook the wrong script for Iran

There’s a tempting logic to the analogy. The Trump administration orchestrated the dramatic removal of Nicolas Maduro in January — a swift, tactically audacious operation that produced an oil deal, a compliant interim government and a triumphant press conference at Mar-a-Lago.