REUTERSA prolonged Middle East conflict could weigh heavily on global financial markets, triggering a broad risk-off environment that pressures equities and cryptocurrencies while increasing volatility across asset classes. According to DBS Vickers Securities (Thailand), geopolitical crises typically affect equity markets through three main channels: a rising equity risk premium, disruptions to global energy supply and currency volatility. Despite the risks to broader markets, some sectors could benefit from prolonged geopolitical tensions, said the brokerage. Potential policies under Sections 301 or 232 -- which do not impose a maximum tariff ceiling -- could intensify inflationary pressures if implemented alongside an ongoing geopolitical conflict, noted Merkle. Short-term investors should reduce exposure as institutional investors and large market players have begun rotating out of risk assets amid risk-off sentiment.
Source: Bangkok Post March 09, 2026 00:28 UTC