Browsing Tag
Middle East
110 posts
Electro Optic Systems (ASX:EOS) rides drone defence demand, but valuation now faces a tougher test
EOS has orders, lasers and Europe ambitions. The harder question is whether defence demand can support a A$2 billion valuation.
Why Iran’s strikes on United States targets are testing Donald Trump’s Middle East strategy
Iran wants deterrence. The United States wants control. The Strait of Hormuz is turning one military exchange into a global risk test.
Kalpataru Projects bags Rs 2,002cr orders as #KPIL investors assess T&D and rail execution cycle
Kalpataru Projects won ₹2,002 crore orders across T&D, buildings and railways. Find out what this means for #KPIL investors.
Helloworld Travel lowers FY26 EBITDA outlook as $HLO investors assess travel demand resilience
Helloworld Travel cut FY26 EBITDA guidance after Middle East flight disruption. Find out what the $HLO downgrade means next.
PVH plunges as the Middle East conflict forces a guidance cut at the Calvin Klein owner
PVH plunged ~20% despite beating Q1 as it cut full-year guidance to absorb the Middle East conflict's hit to EMEA and Turkey, only partly offset by tariff refunds.
Why the Israel-Lebanon ceasefire deal is facing a major test after Hezbollah’s rejection
Washington has a Lebanon deal, but Hezbollah has not accepted it. The ceasefire now tests state power, Israeli security, and Iran diplomacy.
UK orders hundreds more Thales missiles as Middle East drone threat reshapes air defence priorities
Drone threats are consuming air defence stockpiles. Britain’s Thales missile order tests whether industry can keep pace with Middle East demand.
Why Marco Rubio’s Iran testimony has put Trump’s war powers strategy under pressure
Iran talks now hinge on nuclear limits and Hormuz access. Rubio’s testimony shows how foreign policy pressure is becoming domestic risk.
Why Japan’s Mitsui is chasing LNG just as artificial intelligence strains power grids
Mitsui is chasing LNG deals as AI data centres strain power supply. Read why Japan’s energy security strategy is shifting.
Is the Middle East war becoming the energy shock poorer economies feared most?
Global agencies warn the Middle East war is straining energy supplies and vulnerable economies. Read why fuel and food risks matter.