Asia-Pacific ETP News
you are currently viewing:What the war in Iran means for ChinaMarch 17, 2026-China is relatively inured to the Iran conflict, but less external demand could hit its exports and its international partnerships may be undermined While Beijing's massive oil stockpiles and diversified sourcing offer short-term protection, a prolonged conflict over Iran could exacerbate domestic economic pressures and undermine China's global goals. Access to Iranian oil cut off Iran has long served as a vital, discounted source of energy for China. This has especially been the case since 2021 when the Iran-China 25-year cooperation agreement was signed, securing a $400 billion of oil at below market prices for China, in exchange for investment in Iran's infrastructure and security cooperation1. By the end of 2025, China was importing up to about 1.4 million barrels per day (mbd) from Iran, representing 13 percent of its total crude imports and some 80 percent to 90 percent of Tehran’s oil exports2. Iranian oil was often rerouted to circumvent US sanctions3. To avoid the reputational and financial risk from importing sanctioned oil, this oil was mainly bought by small, private 'teapot' refineries, rather than major Chinese state-owned oil companies. Source: bruegel.org |
Asia's Economic Resilience Is Being Tested by the Energy Shock
April 16, 2026-The region can best cope by protecting vulnerable people, letting prices adjust, anchoring inflation expectations, and accelerating structural reforms
Asia entered 2026 on a strong footing. Despite the region bearing the brunt of US tariffs last April and persistent trade policy uncertainty, growth was resilient in 2025 and trade remained robust.
Samsung Active Asset Management Launches the KoAct Global AI Memory Semiconductor Active, Benchmarked Against the Solactive Global AI Memory Semiconductor Index
April 14, 2026-Solactive is pleased to announce the launch of the KoAct Global AI Memory Semiconductor Active by Samsung Active Asset Management, an actively managed ETF benchmarked against the Solactive Global AI Memory Semiconductor Index. The ETF provides exposure to companies across the global AI memory semiconductor value chain.
India Remains Among the Fastest-Growing Economies Even As Growth Slows Amid Middle East Conflict; Outlook Vulnerable to Risks and Uncertainty
April 9, 2026--Growth in India is projected at 6.6% in FY27,as higher energy prices caused by the Middle East conflict and supply chain disruptions weigh on economic activity. But even with the slowdown,India remains among the fastest-growing major economies in the world,says the World Bank's latest economic update.
South Asia's Growth Slows Amid Global Headwinds
April 8, 2026--Region needs reforms to create enough jobs, accelerate growth
Growth in South Asia is expected to slow to 6.3% in 2026-from 7% in 2025-due to disruptions in global energy markets, says the World Bank Group in its twice-a-year regional outlook.
