Brent crude above USD100. The Strait of Hormuz effectively closed. For institutional investors with ASEAN exposure, this is not a single macro event. It is five simultaneous but structurally different crises, each demanding its own analytical framework.
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The Strait of Hormuz was not closed by missiles alone. It was closed by the withdrawal of a piece of paper. For ASEAN CFOs and trade finance teams, the insurance collapse creates cost and contract exposures that the oil price alone does not capture.
Read moreDetailsMalaysia breaks investment record with RM426.7 billion in 2025 approvals, Indonesia boosts oil storage capacity to 90 days amid Middle East conflict, Thailand confronts economic ripple effects from regional crisis threatening energy and tourism, South Korea's President Lee pushes manufacturing ties with the Philippines, Vietnam attracts $6 billion in FDI over first two months of 2026, and Cambodia's Hun Manet
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