For Bangladesh, the closure of the Strait of Hormuz would not represent a diplomatic crisis with Tehran. It would represent a market crisis. The country’s exposure lies in its increasing dependence on globally traded LNG without deep diversification, strategic reserves, or substantial domestic alternatives.
Emerging markets ETFs’ rally has been somewhat of a surprise: They own shares of companies in less-developed nations. For decades, these stocks took a backseat with investors who would rather pay up for shares of giant companies in developed nations like the U.S. But now, many factors are working in emerging markets’ favor.
This is not peace. And it is not war. It is the controlled demolition of the Sykes-Picot agreement in favour of an integrated Middle East. Iran is reshaping its internal power structure and regional posture. The Middle East is not descending into chaos. It is being reorganized.
Echoes of the 1979 Islamic Revolution are loud and clear, except this time the ayatollahs are on the receiving end. To save this nation from calamity, it’s time for Khamenei to leave.
