Iran War

• Asian markets experienced a sharp decline on Monday, with South Korea's Kospi crashing 3% at the open and Japan's Nikkei 225 falling 1%. • The market volatility is attributed to escalating tensions in the US-Iran conflict, though Japan's broader Topix index managed a slight gain of 0.43%. • Despite the crash, focus remains on South Korea, where Samsung Electronics and SK Group are expected to announce massive investment plans.

• Iran launched missiles and drones targeting U.S. military bases in Bahrain and Kuwait following recent U.S. strikes on Iran's southern coast. • The attacks signal a breakdown of the ceasefire in the strategically critical Strait of Hormuz, escalating tensions between the two nations. • Oman’s foreign ministry has officially condemned the violence, urging both sides to prioritize diplomacy and restraint to prevent further regional instability.

• Asian markets saw a sharp decline on Monday, with South Korea's Kospi crashing 3% at the open and Japan's Nikkei 225 falling 1% due to escalating US-Iran tensions. • In contrast to the broader crash, Japan's Topix index managed a slight advance of 0.43%. • Market focus is shifting toward South Korea, where Samsung Electronics and SK Group are expected to announce major investment plans aligned with new government policies.

• China is positioning itself to lead the reconstruction of Iran following conflict, utilizing strategic investments and diplomacy to expand its regional influence. • The strategy involves transitioning from providing humanitarian relief to developing large-scale infrastructure, which Beijing views as a mechanism to solidify long-term energy security. • This shift ensures continued and strengthened access to Iran, one of the world's largest oil producers, while filling a geopolitical vacuum.

• Le Figaro has published an analysis suggesting that a potential war in Iran could significantly reshape China's strategic approach toward Taiwan. • The report highlights that modern conflicts, such as those in Ukraine and Iran, are increasingly defined by cyber operations, drones, information warfare, and societal resilience rather than traditional military hardware. • This shift in warfare dynamics matters as it may influence how China calculates the risks and methods of a possible intervention in Taiwan.

• On June 28, 2026, Donald Trump issued a stern warning to Iran, stating the U.S. would "complete the job" if the current ceasefire is breached. • Natural disasters struck two regions as a 6.1-magnitude earthquake rattled Japan's northeastern coast and a 5.6-magnitude quake hit Venezuela shortly after previous disasters. • In diplomatic developments, Marco Rubio commented on the possibility of a future visit by Trump to India, signaling ongoing geopolitical engagement.

• Gulf nations and Western leaders are expressing concern over Iran's continued ability to project power and influence through proxy militia groups. • Despite existing deals between the US and Iran, analysts believe Tehran will likely increase its support for these armed groups to maintain regional leverage. • In January, the US and Israel attempted to mobilize ethnic minority groups, including Arabs in the southwest and Baloch in the southeast, to destabilize Iran from within.