Betting on the U.S. stock market could play out because of the U.S. economy's weak dependence on imported oil

'Winners have become losers': war with Iran has caused capital to rotate back to the US

Iran urged the world to prepare for oil at $200 a barrel

Oil soared above $100 per barrel. Why didn't the IEA's plan to lower prices work?

Oil prices fell below $90 per barrel after jumping to almost $120 during the previous trading session. At the same time, stock indices of Japan and South Korea rose sharply. This is how commodity and stock markets reacted to US President Donald Trump's promises to end the war in Iran "very soon" and partially suspend oil sanctions.

Oil collapses, stocks in Asia jump after Trump's promise to end the war soon

Samsung Electronics Co., Ltd.

SK hynix Inc.

Taiwan Semiconductor Manufacturing Company Limited

Western investment giants are actively buying back shares of Asian beneficiaries of the AI boom after a record drawdown 

AI vs. geopolitics: how the Iran war opened a window for investment in Asia's IT sector

By the end of the first week of the large-scale operation of the U.S. and Israel against Iran, the best dynamics in Asia were demonstrated by the Chinese markets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-06/chinese-markets-weather-iran-war-turmoil-better-than-asian-peers">noted</a>. Shares of Chinese companies traded on the domestic market (Shanghai Shenzhen CSI 300 index), during this time lost only about 1%, while in other Asian markets the decline <a href="https://oninvest.com/article/u-akcij-azii-hudsaa-nedela-za-6-let-u-nefti-rekord-s-2022-go-7-den-vojny-v-irane">exceeded</a> 6%, writes Bloomberg.

'Investor safe haven': China's markets fared best in Asia after a week of war in Iran

NVIDIA Corporation

Amazon.com, Inc.

Alphabet Inc.

Major technology companies - Nvidia, Amazon and Alphabet - have stepped up security measures for employees in the Middle East region. Sam Altman, head of OpenAI, said at a meeting with employees that the company does not make decisions about how its technologies are used by the Pentagon. About these and other topics - in our review of key events by the morning of March 4.

Morning Highlights: Asian markets fall, Anthropic's Claude tops the leaderboard

Chinese stocks may rise by 20% as rising inflation expectations lead to better corporate earnings, according to analysts at UBS Securities Asia. Their opinion is <a href="https://www.bloomberg.com/news/articles/2026-02-26/ubs-sees-20-upside-for-china-stocks-on-reflationary-potential">published by</a> Bloomberg.

UBS expects Chinese stocks to rise 20%. What can push the market?

The U.S. Supreme Court's ruling that most of the import duties imposed by U.S. President Donald Trump are <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">illegal</a> and his response - imposing an additional global levy of 15% - is playing into the hands of emerging markets. They have been on the periphery of international investors' attention for many years, but now their indices are strongly outperforming developed markets.

Emerging market indices outperformed developed markets. Asia and Latin America attract investors 

SoftBank Corp.

Microsoft Corporation

Nvidia is close to investing up to $30 billion in OpenAI at the startup's valuation of $730 billion - the new deal will replace the previous $100 billion framework agreement, which was never legally formalized, and will be part of OpenAI's funding round worth over $100 billion. Oil is holding near six-month highs after US President Donald Trump's ultimatum to Iran and America's largest military build-up in the Middle East since 2003. These and other topics are in our review of key events for the morning of February 20.

Morning Highlights: Nvidia to invest $30 billion in OpenAI, gold at $5000, oil at highs

UBS Group AG

Nintendo Co., Ltd.

The US ended a brief shutdown after America's President Donald Trump signed legislation to fund the government, but disputes over immigration and the Department of Homeland Security budget remain ahead. UBS reported better-than-expected earnings but showed a weaker-than-expected quarter amid the complex integration of Credit Suisse. On these and other topics - in our review of key events for the morning of February 4.

Highlights for the morning: billionaires break records, EU prepares measures against US over Greenland

Coinbase Global, Inc.

Mitsubishi Corporation

Coinbase shares collapsed after the company refused to support a key crypto-regulatory bill, forcing the U.S. Senate to postpone its consideration. Mitsubishi announced the purchase of shale gas assets in the U.S. for $7.5 billion, betting on growing demand from data centers, industrial and LNG. On these and other topics - in our review of key events for the morning of January 16.

Asian stock market