Commentary
Business & geo-political articles
Short, conventional articles reacting to market moves, policy shifts, and government decisions.
global • 23/07/2026
The Strait of Hormuz Crisis: A World Economy Under Siege
The article explains how the 2026 Strait of Hormuz crisis, by disrupting a chokepoint that carries around a fifth of the world’s oil, has triggered a sharp energy-price shock that is slowing growth and stoking inflation across advanced and emerging economies alike. It shows that no country is truly insulated from this disruption, especially given existing pressures from the Russia‑Ukraine war, which had already strained global energy markets and reduced policymakers’ room to respond.
sea • 05/07/2026
Navigating Divergence: How Indonesia, Singapore, and Vietnam are Hedging Global Economic Risks within ASEAN
In an era defined by escalating geopolitical tensions and complex supply chain reconfigurations, Southeast Asian nations have adopted sophisticated economic strategies to insulate themselves from global shocks. This analysis examines three distinct national theses among key ASEAN players: Indonesia’s focus on domestic resilience (The Balancer), Singapore's mastery of global integration (The Integrator), and Vietnam's capacity for rapid manufacturing absorption (The Absorber). These differing approaches define their respective positions as they navigate the currents between major world powers.