Despite soaring spot prices and supply fears, the disruption to supplies of helium -- a key material in semiconductor production -- may be cushioned by high inventories, recycling efficiency, and diversified sourcing.
US-Israel attacks on Iran and Tehran’s movement restrictions in the Strait of Hormuz have jolted energy markets, raising oil prices and inflation risks that could sharply impact Asia’s economies and investors.
Rising tensions in the Middle East escalated sharply following US airstrikes on Iranian nuclear facilities, intensifying fears of regional conflict and a potential disruption to global oil flows.
Turquoise Partners’ Iran Fund, along with the wider Tehran market, is performing well amid turmoil in the Mena markets. The firm also says it will open in Iraq.