Israel's cyberattack against the Natanz nuclear facility in Iran, maritime attack against the Saviz vessel in the Red Sea, and airstrikes against Iranian-linked assets in Syria all point to a more intense phase of conflict with Iran that coincides wi...

We have written before on the potential inflationary impact on commodity prices, eg the 1.4mbpd of blocked northbound crude transit is 40% larger than the unilateral Saudi output in January which sparked this year's rally in oil prices. Geopolitical ...

The thought of a grounded container ship blocking the northbound lane of the Suez Canal evokes memories of the scene in Austin Powers when he is frantically trying to turn his buggy around in an impossibly tight space, and the picture of a minuscule ...

However, the oil price rally does not herald a new paradigm on which to base an investment strategy over the next one to three years: OPEC+ discipline is fragile (and highly dependent on Saudi), demand recovery post-Covid is likely to be a stuttering...

Yalla is a voice-based social network in the MENA region, founded in 2016 by a Chinese group that has operations in the UAE and China. Yalla exposes investors to the rise of emerging markets tech through a US-listed entity. Yalla’s success as a voice...

Due to its large per capita stock of accessible hydrocarbon reserves, Qatar has a more sustainable business model than its neighbours, as reflected in its superior fiscal position and consequently less aggressive need to diversify. Relative to the pr...