🚨 Geopolitics Hitting Markets
Escalation between the U.S. and Iran is shaking global markets:
• Korean equities falling sharply
• Oil prices jumping due to supply fears
• Investors moving into risk-off positioning
The Strait of Hormuz is critical, carrying ~20% of global oil supply, so any disruption hits Asia hardest.
This is less about numbers, more about energy shock + war risk repricing the market.