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Rice prices have risen more than 47% since the Iran conflict began, Hedgeye analysis shows. Disruptions to fuel, fertilizer and shipping are the primary drivers; analysts say global rice supply remains broadly ample but higher costs are concentrated

2026-08-25

Rice prices have risen more than 47% since the Iran conflict began, Hedgeye analysis shows. Disruptions to fuel, fertilizer and shipping are the primary drivers; analysts say global rice supply remains broadly ample but higher costs are concentrated in freight, fertilizer and premium varieties such as basmati. The rice rally is spilling into broader commodity markets and, amid rising geopolitical tensions, could put upside pressure on crude oil prices.

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2026-08-25

The A-share innovative drug sector continued to rise, with Hansen Pharmaceutical achieving five consecutive daily limit-ups. Toujing Life, Yuhang Pharmaceutical, Huasen Pharmaceutical, Hainan Haiyao, and Xidian Pharmaceutical also hit their daily lim

The A-share innovative drug sector continued to rise, with Hansen Pharmaceutical achieving five consecutive daily limit-ups. Toujing Life, Yuhang Pharmaceutical, Huasen Pharmaceutical, Hainan Haiyao, and Xidian Pharmaceutical also hit their daily limit-ups, while Medicilon, Wanbang Pharmaceutical, and Jiankai Technology followed suit.
2026-08-25

U.S. Treasury Secretary Bessent offered no operational details for the new economic measures against Iran or how they would achieve Trump’s aims, such as reopening the Strait of Hormuz, and framed the move mainly as a warning urging global leaders to

U.S. Treasury Secretary Bessent offered no operational details for the new economic measures against Iran or how they would achieve Trump’s aims, such as reopening the Strait of Hormuz, and framed the move mainly as a warning urging global leaders to halt engagement with the Iranian regime. A senior Atlantic Council fellow said the statement is hollow without company- or country-level actions; other analysts called it performative and said major implementation questions remain.
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