Earlier this week, our CEO Steve Davies appeared on CNBC Squawk Box Asia to discuss the Iran conflict and what it means for markets. His key message: look past the rhetoric and watch what actually happens on the ground.
Last night, that played out almost exactly as described. A two-week ceasefire was announced just before Trump’s 8pm deadline, with Asia opening this morning to the Nikkei up 4.95%, Kospi up 5.8%, and Brent crude down more than 13%.
But the picture has not fully cleared:
– Asia’s supply chain disruption is still feeding through. Ship transits through the Strait dropped from 130 per day in February to just six in March, and reopening the Strait does not resolve five weeks of supply backlog overnight.
– Oil prices remain well above pre-conflict levels, and the broader cost pressures from that are still working their way through the economy. One area worth watching is energy-intensive industries, including the data centres underpinning the AI buildout, where higher energy costs have not yet been fully priced into longer-term spending plans.
Watch Steve’s full segment: https://www.cnbc.com/video/2026/04/06/mkts-are-looking-past-trumps-rhetoric-and-watching-the-ground-action.html
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