
Global Order on Edge: Strait Blockades, Tech Purges, and Market Shocks
In this episode, we unpack a world navigating severe friction across geopolitical, economic, and regulatory fronts. We begin with the escalating United States-Iran naval standoff in the Strait of Hormuz and its immediate impact on India's surging trade deficit. Next, we examine political reckoning in the United Kingdom and Singapore, where party leaders face intense public and legal scrutiny. We then shift to Big Tech's compliance battles with Australia's aggressive youth social media ban alongside major MSCI index shifts in Southeast Asia. Finally, we analyze Olam Group's massive divestment…
The skinny
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