South Korea is considered the most vulnerable economy in Asia to energy shocks due to its high import reliance on Middle Eastern energy transiting the Strait of Hormuz.

Fund managers are currently accumulating positions in energy storage, solar, wind, and EV stocks in response to the recent conflict.

South Korea's latest economic data shows that semiconductor exports remain robust and are a dominant factor in its overall export performance.

The Chinese government is considering providing billions of yuan in financial relief to state-run airlines impacted by higher jet fuel prices.

Jefferies forecasts that capital expenditures on AI will peak in the current year.

CATL and BYD are well-positioned to benefit from future Chinese government incentives due to their large energy storage businesses.

China is determined to phase out the use of dirty coal in the long term and encourage power plants to use more renewable energy.

Kweichow Moutai, a premium Chinese liquor maker, successfully passed on increased costs to consumers by raising prices.

The MSCI Asia-Pacific Index is on track for its best weekly gain since the PBOC's stimulus blitz in 2024.

State-owned airlines in China typically do not hedge their fuel costs, making them directly exposed to increases in jet fuel prices.

Jefferies' forecast of a peak in AI capex is partly based on the expectation that structurally higher energy costs will negatively impact the operating costs of AI data centers.

Shares of Fast Retailing surged more than 6% after the company issued stronger earnings guidance.