The Emerging Markets Podcast by Tellimer Iran, Oil and the Global Economy: How This War Could Reshape Markets
Hasnain Malik, Head of Investment Strategy at Tellimer, joins Tellimer Founder & CEO, Duncan Wales, to discuss the rapidly escalating conflict between the US, Israel, and Iran, and the potential consequences for global markets. Drawing on Hasnain’s three decades of experience in MENA and analysing geopolitics and emerging market investment strategy, the conversation explores whether the war could expand across the region, what a destabilised Iran might mean for Middle East politics, and why a collapse of the Iranian regime could open the door to even greater instability. They also examine the risks to global energy supply through the Strait of Hormuz, the political pressures facing leaders in Washington and Tel Aviv, and how investors should think about positioning in emerging markets if oil prices and geopolitical risk remain elevated.
The Emerging Markets Podcast by Tellimer – Emerging Markets, Connected. Check out the full Tellimer offering here.
The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.
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