Middle East Conflict: GCC and APAC Impact
March 19, 2026
ÂÒÂ׶ÌÊÓƵ research team breaks down what escalating geopolitical risk means for credit analysts, from energy supply disruptions to knock‑on effects across sovereigns, banks, and corporates. With the Strait of Hormuz in focus, we examine how oil price shocks, inflation pressure, and policy responses are feeding through to spreads, funding conditions, and relative value.
Watch on YouTube:
Speakers:
Pramod Shenoi, Head of Asia-Pacific Research, Head of Financials at ÂÒÂ׶ÌÊÓƵ
Regis Chatellier, Head of EM Sovereign Strategy at ÂÒÂ׶ÌÊÓƵ
Lakshmanan R, CFA, FRM, Head of South & Southeast Asia Corporates at ÂÒÂ׶ÌÊÓƵ
Pius Xue, CFA, Senior Analyst at ÂÒÂ׶ÌÊÓƵ
Zerlina Zeng, CFA, Head of APAC Credit Strategy at ÂÒÂ׶ÌÊÓƵ
Timestamps:
– Introduction
– Strait of Hormuz & GCC Impact
– APAC Financial Institutions Analysis
– GCC Corporate Sector Overview
– East Asia Energy Dependencies
– Australia & Japan Corporate Impact
– Audience Q&A
– Closing Remarks
Related Resources:
Iran Tensions: Credit Risks, Resilience & Spread Drivers: Cross‑sector analysis of spreads, funding conditions, and issuer resilience amid rising geopolitical risk. /insight…
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