Goldman Sachs on North versus South Asian stocks

An employee smiles while looking at her mobile phone in front of a digital board showing the Korea Composite Stock Price Index (KOSPI) at the Korea Exchange (KRX) in Seoul, South Korea, on April 21, 2026. Chris Jung | Nurphoto | Getty Images North Asian markets are outperforming those in the south of the continent,…

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Nikkei, Kospi, Hang Seng, Sensex, CSI 300

South Korea’s Kospi opened at a fresh record Monday, leading gains in Asia-Pacific markets amid rising oil prices and escalating tensions between the U.S. and Iran. President Donald Trump‘s rejection of Tehran’s latest proposal to end the war, however, stoked worries over an elongated Middle East conflict. Iran submitted a new proposal to U.S. negotiators focused…

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Iran oil shock stirs memories of 1997 Asian Financial Crisis — but here’s why history may not repeat itself

A month into the worst oil supply disruption since the 1970s Arab embargo, the economic pain spreading across Asia is reviving an uncomfortable question: Could this be 1997 all over again?  The parallels are hard to ignore. Asian currencies are under pressure, fueling the risk of capital outflows. Spiking energy costs have pushed governments to…

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Investors are rethinking US assets

A year ago, on April 2, 2025, U.S. President Donald Trump appeared in the White House Rose Garden with an announcement that would become one of the defining policies of his second term. The president unveiled a vast list of country-specific tariffs in what he dubbed his “liberation day” trade policies — a move that…

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