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Gulf Economy

The decline in Gulf stock markets is not accidental: Geopolitical conflicts are testing the resilience of economic transformation.

The escalation of the US-Iran conflict has led to a broad decline in Gulf stock markets, revealing a stress test of geopolitical risks on the region's economic diversification process. The article analyzes the impact of the conflict on the long-term development landscape of the Gulf region from the perspectives of energy logistics adjustments, investor confidence, and sovereign capital strategies.

Sarah Thompson4 min read
Gulf Economy

Why is South Africa embracing both Gulf capital and geopolitical risk at the same time: a regional litmus test for “investability”

South Africa is actively seeking capital from Saudi Arabia, the United Arab Emirates, and Qatar, while at the same time strengthening its stance on issues involving Iran, Russia, and China. This is not only a diplomatic balancing act, but also reflects the new predicament facing Global South countries in capital competition, supply chain restructuring, and geopolitical risk pricing.

Sarah Thompson7 min read
Logistics & Trade

Maersk bypasses Jebel Ali? Behind the diversion to Jeddah Port lies a re-tiering of the Gulf port network

Against the backdrop of restrictions in the Strait of Hormuz, Maersk’s adjustment of the route for non-Saudi Gulf cargo transshipped via Jeddah Port shows that the Gulf logistics network is shifting from a “single gateway” to “multi-node diversion,” while port competition, land bridge capacity, and regional supply chain resilience are becoming the new key variables.

Sarah Thompson7 min read