EVENTS:   What The Chip Boom Means for Macro Markets in Asia - Paul Cavey/East Asia Econ - 14 Jul 26     ROADSHOWS: Semiconductors Coverage and Ideas - Kevin Cassidy /Rosenblatt Securities   •   London   08 - 09 Jul 26      

Is it really over in the Middle East?

Greenmantle

Thu 23 Jul 2026 - 10:00 EDT / 15:00 BST / 16:00 CEST

Topics

• Who were the winners and losers of Gulf War III?

• What, if anything, are the implications for a future Taiwan Contingency?

• Will the Memorandum of Understanding hold?

• Can regional and global actors truly derisk and diversify from the Strait of Hormuz?

• The regional outlook for 2H26 and beyond.