Southeast Asia market exposure to Iran war shock across energy, inflation, shipping and fiscal risk

The Iran War’s Second Shock

The question after Iran’s war resumed is no longer whether Southeast Asia can absorb another shock. It is whether boards are still pricing decisions on assumptions the war already broke.

 

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The Week in News
06-10 July, 2026

China-Southeast Asia forum targets AI and pharma growth, Indonesia–Singapore affirm Malacca Strait openness, Maybank Invest ASEAN draws $23 trillion in investor assets with Vietnam leading, Thailand approves $1.99 billion in AI and advanced electronics projects, Indonesia's Danantara breaks ground on Bali waste-to-energy facility.

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