Public Markets 3h Briefing

Market Movements

Gulf states ft.com may rethink overseas investments as war escalates, while Oil retreats wsj.com saw prices slide and Asian equities remain mixed.

Corporate Deals

Denso bid ft.com for Japanese chipmaker Rohm signals consolidation in the sector.

Investor Flows

Global funds bloomberg.com are pulling capital from Asian stocks at the fastest pace in four years, while Emerging currencies bloomberg.com face their steepest weekly decline since the pandemic.

Geopolitical Impact

Power prices ft.com in Europe spiked as Iran war stoked volatility, prompting wealthy individuals to charter flights into Dubai to preserve tax residency, a trend highlighted by Tax nomads ft.com.

Commodities & Energy

Oil $200 ft.com is now a realistic scenario if supply disruptions persist, underscoring the strategic importance of Gulf energy ft.com assets that keep global power supply stable.

Central Bank Lessons

Central bankers ft.com are reminded that higher inflation and lower investment are the norm after geopolitical shocks, with the magnitude of the shock determining policy responses.

Currency Defense

Turkey spend bloomberg.com of $12B to defend the lira illustrates how war‑fueled turmoil can prompt massive central‑bank interventions.