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Tasnim News Agency reported an adviser to Iranian parliament speaker Ghalibaf said oil transiting the Strait of Hormuz totals below 1 mln bpd.
2026-08-27
Tasnim News Agency reported an adviser to Iranian parliament speaker Ghalibaf said oil transiting the Strait of Hormuz totals below 1 mln bpd.
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2026-08-26
Market news: Russian military aircraft entered South Korea's air defense identification zone.
Market news: Russian military aircraft entered South Korea's air defense identification zone.
2026-08-26
The current Iranian stock market is more accurately described as a "strong asset revaluation rally in a high-inflation environment" rather than a traditional "economic fundamentals bull market." The key factors to watch are: ① Whether the TEDPIX can
The current Iranian stock market is more accurately described as a "strong asset revaluation rally in a high-inflation environment" rather than a traditional "economic fundamentals bull market." The key factors to watch are: ① Whether the TEDPIX can hold above 6 million points; ② Whether the rial continues to depreciate; ③ Whether Iranian inflation continues to approach 90%; ④ Whether gold/USD continues to rise; ⑤ Whether the actual profitability of export-oriented companies in petrochemicals, steel, and mining has improved. If we see: a rising stock market + a stable rial + declining inflation + improved corporate profitability, that would be a very strong signal of economic recovery. If it's merely: a rising stock market + a falling rial + rising gold + inflation continuing to approach 90%, then this rally should be understood more as capital flight from cash, an asset revaluation to hedge against currency depreciation and inflation.
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