Middle East Conflict Fund: No significant safe-haven capital inflows into the Chinese market have been observed yet

WealthCoffee · 2026-03-09T11:44:06+00:00

Following Israel and the United States' military strikes on Iran, oil prices surged rapidly, and Asian stock markets declined sharply. Analysts believe that the sustainability of the Middle East conflict is key, and it is expected that high oil prices will be difficult to maintain. In the future, stock markets will continue to be influenced by fundamentals.

WealthCoffee

2026-03-09 11:44:06

Abstract generation in progress

Caixin: After Israel and the United States launched a military strike against Iran on February 28, the passage through the Strait of Hormuz was blocked, causing WTI and Brent crude oil futures prices to surge to nearly $120 per barrel on March 9, 2026. Driven by risk aversion, the Nikkei 225 and South Korea’s KOSPI indices both closed down 5.20% and 5.96%, respectively, on the same day, and Hong Kong’s Hang Seng Index briefly fell below the 25,000-point mark during trading.

Looking ahead at oil prices and Asian stock trends, analysts believe that the most critical factor is the ongoing conflict in the Middle East. Pan Jianhui, senior investment manager for Chinese stocks at Pictet Asset Management in Switzerland, stated on March 9 that rising energy prices usually lead investors to avoid risk, which is unfavorable for the stock market. However, he believes that both the US and Iran have no intention of engaging in a long-term war, so the international oil price spike is only a short-term adjustment. In the medium to long term, it is difficult to sustain high levels, and the future of Chinese stocks will mainly depend on fundamentals.

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