War

Oil & Gas: Barrels Returns as Market Rebalances (Overweight)

The US and Iran's interim agreement to end war has lowered Brent crude prices, projecting a volatile 2026 market.

1 week ago

Fujairah: ASEAN-UAE deal of the decade?

Iran's closure of the Strait of Hormuz significantly impacted global shipping, raising war-risk premiums and causing Brent prices to soar.

1 month ago

US-Iran Talks Lift Sentiment Despite Lingering Market Caution

Improving US-Iran negotiations and easing oil prices lifted global sentiment, while investors stayed cautious ahead of key economic data.

1 month ago

US-Iran Peace Deal Signals Immediate Price Impact, Delayed Oil Flow Recovery

US-Iran peace deal could lower oil prices immediately, but physical market recovery will take months due to shipping and insurance…

2 months ago

Saudi Arabia Faces Crossroads After UAE Exit from OPEC+: Price War or Stability?

Saudi Arabia weighs price war or stability after UAE exit from OPEC+, with Malaysia’s O&G sector poised for mixed impacts.

2 months ago

As a net exporter of oil and gas, Malaysia is expected to gain revenue from higher crude prices

Malaysia benefits from high oil prices, but faces inflation and logistical risks due to the UAE's exit.

2 months ago

Malaysia and Thailand Share Cost Worries but Diverge on Pressure Points

Survey shows Malaysia fears food inflation, Thailand fuel costs, as identical worry scores mask divergent structural pressures on households.

3 months ago

Malaysia’s Export Remains Resilient Amid Middle East Tensions

In March 2026, Malaysia's total trade grew by 9.3%, with exports rising 8.3% and imports increasing 10.4% year-on-year.

3 months ago

Market valuation supported by excess liquidity

Public Investment Bank's strategy highlights market support from liquidity, but notes global economic fragility amid potential stagflation risks due to…

3 months ago

Amid ceasefire uncertainty, LNG prices still reflect optimism

Global LNG prices ease despite Middle East risks, with supply recovery hopes offset by uncertainty over Strait of Hormuz transit…

3 months ago

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