Middle East Conflict: GCC and APAC Impact
March 19, 2026
CreditSights research team breaks down what escalating geopolitical risk means for credit analysts, from energy supply disruptions to knock‑on effects across sovereigns, banks, and corporates. With the Strait of Hormuz in focus, we examine how oil price shocks, inflation pressure, and policy responses are feeding through to spreads, funding conditions, and relative value.
Watch on YouTube:
Speakers:
Pramod Shenoi, Head of Asia-Pacific Research, Head of Financials at CreditSights
Regis Chatellier, Head of EM Sovereign Strategy at CreditSights
Lakshmanan R, CFA, FRM, Head of South & Southeast Asia Corporates at CreditSights
Pius Xue, CFA, Senior Analyst at CreditSights
Zerlina Zeng, CFA, Head of APAC Credit Strategy at CreditSights
Timestamps:
00:00 – Introduction
01:52 – Strait of Hormuz & GCC Impact
12:55 – APAC Financial Institutions Analysis
22:56 – GCC Corporate Sector Overview
35:47 – East Asia Energy Dependencies
41:31 – Australia & Japan Corporate Impact
53:55 – Audience Q&A
1:02:02 – Closing Remarks
Related Resources:
Iran Tensions: Credit Risks, Resilience & Spread Drivers: Cross‑sector analysis of spreads, funding conditions, and issuer resilience amid rising geopolitical risk. https://know.creditsights.com/insight…
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