The Gulf corridor handled a significant share of the world's connecting traffic between Europe and Asia. When that corridor closes, the entire global aviation map has to be redrawn — and Southeast Asia is where the redrawing is happening first.
Turkish Airlines is drawing connecting traffic from East and Southeast Asia through northern corridors that skirt the most sensitive Middle Eastern airspace. Istanbul's geographic position — straddling Europe and Asia at the edge of the conflict zone — is proving commercially decisive right now.
Most Asian LNG contracts are oil-indexed on a three-month lag. Crude hit USD 100-plus in early March. The second wave of cost pressure arrives in June.
Cape EMS posted a net profit of RM7.04 million for the quarter ended December 2025—a RM55.88 million swing from the prior year's loss. The recovery in gross margin from RM0.72 million to RM24.24 million reflects the product mix shift that CEB 2.0 was designed to deliver.
Portfolio outflows of USD 1.1 billion in the first two weeks of March alone. That figure, disclosed by Bank Indonesia Governor Perry Warjiyo at Tuesday's press conference, explains why a rate cut is now off the table for Indonesia in the near term.