A potential peace agreement between the US and Iran could become a catalyst for global financial markets, though it may take months for the global energy market to stabilise, say analysts.Finnomena, a Thai investment management platform, said reduced geopolitical risks would ease inflationary pressures, driving a broad-based rally in risk assets.
A preliminary agreement between Washington and Tehran could lead to the reopening of the Strait of Hormuz, a critical route for global energy shipments. The firm believes such a deal would lower geopolitical risk premiums, improve the global growth outlook and create a more favourable environment for equities.
Lower oil prices resulting from easing tensions could reduce inflationary pressures and allow major central banks to adopt a less hawkish stance, said Jessada Sookdhis, chief executive and co-founder of Finnomena.
The company sees opportunities in artificial intelligence (AI)-related investments, including technology firms, cloud data centres, smart grid infrastructure, renewable energy, and semiconductor businesses that could benefit from lower financing costs and stronger capital inflows.
"A weaker US dollar, declining bond yields and improving investor sentiment would support risk assets, particularly sectors linked to the AI supply chain," he said.
