Same War, Three Different Risk Committees
Asian banks are not one bloc reassessing Gulf risk together. Japanese lenders call the pullback cyclical. Chinese banks have split ...
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Tag: Risk Management
Why Asian Banks Are Lending Into a War
Asian banks extended more than USD 17 billion to Gulf borrowers in 2025, a record. The Iran conflict froze much ...
The Recovery Plan That Assumes Fuel Prices Fall
AirAsia plans to cut Q3 capacity by 20%-25%, then restore it to pre-war levels in Q4. The plan works if ...
The Hedge Gap That Split Southeast Asia’s Airlines
Jet fuel hit USD 183 a barrel in Q2 2026. AirAsia lost MYR 830.5 million, Cebu Pacific PHP 5.5 billion, ...
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