$FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$

105573265 OP : The current situation is very complex, but there are signs that Iran is willing to negotiate a ceasefire.
Here are some key points:
* Iran's Position: Iranian officials have expressed interest in ending the conflict with Israel through negotiations, but they also insist on their negotiation stance, such as negotiating only after Israel stops its attacks, and Supreme Leader Khamenei has publicly refused to "surrender" to the United States.
* International Mediation Efforts: An increasing number of countries, including Russia, Swiss Franc, Oman, Qatar, Saudi Arabia, and Egypt, are proposing to mediate the conflict between Israel and Iran.
* The Role of the United States: There are reports that Iran has indicated to the United States its willingness to negotiate, including a ceasefire and its nuclear program. President Trump has also expressed a willingness to meet with Iran. However, the United States has also demanded that Iran make concessions on nuclear issues, such as "zero uranium enrichment."
* Israel's Position: On the Israeli side, airstrikes continue, and they have stated that there are many targets and objectives that need to be achieved. The Israeli Defense Minister has stated that one of their goals is to "prevent the existence of Supreme Leader Ali Khamenei." Currently, it seems unlikely that Israel will directly participate in any future negotiations.
* Iran's Motive: Some analysts believe that facing Israel's strong military air superiority and the severe blows to its military infrastructure and nuclear program, Iran seeks a ceasefire for the survival of its regime.
In summary, although Israel seems reluctant to negotiate directly, Iran has demonstrated a willingness to seek a ceasefire, and the international community is actively pushing for mediation. However, significant differences remain on core issues such as the conditions for a ceasefire and the nuclear program, which will be a key challenge for any negotiations.

毛毛604 105573265 OP : Where are the key points?

105573265 OP 毛毛604 : The direction of the Israel-Iran conflict has a significant impact on the global Stocks market, and the establishment of a ceasefire agreement would be major Bullish news. The following is an analysis of the potential impacts:
Current review of the conflict's impact on the Stocks market.
During the escalation of the current Israel-Iran conflict, global Stocks markets are generally under pressure, mainly reflected in the following aspects:
* Risk aversion sentiment rising: Investors tend to transfer funds to Gold, US dollars, and US Treasuries, which are viewed as safe-haven Assets, leading to Outflow from the Stocks market.
* Oil prices soaring: The Middle East is a major oil-producing region globally, and the escalation of the conflict has raised concerns about oil supply disruptions, significantly driving up international oil prices. This directly boosts energy Stocks but may also increase global inflation pressure, thereby affecting central banks' MMF policies (possibly delaying interest rate cuts or ongoing tightening).
* Increased shipping costs: The Strait of Hormuz and the Red Sea are important global shipping routes. The conflict has led to rising shipping and insurance costs, impacting the global supply chain.
* Defense Stocks rising: The increase in geopolitical risks has driven up the prices of military and defense-related Stocks.
* Technology Stocks under pressure: Amid rising risk aversion sentiment, some overvalued Technology Stocks and cyclical consumer Stocks are prone to profit-taking, showing relatively weak performance.
How might the stock market respond if a ceasefire is reached with Iran?
If Israel and Iran can reach a ceasefire agreement, global stocks are likely to react positively for the following reasons:
* Recovery of risk sentiment: A ceasefire will significantly reduce geopolitical uncertainty, and the market's risk-averse sentiment will quickly dissipate, with funds expected to flow back into risk assets such as stocks.
* Decline in oil prices: As concerns about supply disruptions ease, international oil prices are expected to retract some of their gains, which helps alleviate global inflationary pressures, providing central banks with more room to cut interest rates, thereby being bullish for the overall economy and stock market.
* Decrease in shipping costs: Reduced shipping risks will stabilize transportation costs, benefiting global trade and the normalization of supply chains.
* Overall market confidence improvement: The easing of regional conflicts helps boost global economic growth expectations, enhancing corporate profit forecasts and consequently driving the overall stock market rise.
* Bullish for growth stocks and Technology stocks: As risk appetite returns, previously pressured growth stocks and Technology stocks are likely to see a rebound.
Insights from historical experience.
Historically, geopolitical conflicts have had a short-term and limited impact on the stock market. Research by the LPL Research Center on 21 geopolitical events since 1941 shows that financial markets may experience a decline shortly after the event occurs, but typically manage to recover their losses in a relatively short time (an average of 47 days). This indicates that as long as there is no large-scale economic recession accompanying it, the stock market is quite resilient to geopolitical events.
Summary and Outlook.
In summary, if a ceasefire is achieved in the conflict, it would be major bullish news for the global stock market. The market will shift from uncertainty to certainty, thus driving the prices of risk assets upward. However, investors still need to pay attention to:
* The sustainability of the ceasefire agreement: Whether the agreement can be effectively implemented to avoid a resurgence of conflict.
* Global macroeconomic fundamentals: Inflation, interest rates, and economic data and monetary policy trends from major economies (especially the United States) remain key factors influencing the long-term performance of the stock market.
* The speed of supply chain recovery: After the ceasefire, whether the global supply chain can quickly return to normal and its impact on corporate profits.
In the current complex geopolitical and economic environment, maintaining a diversified investment and dynamic risk management remains an important investment strategy.

103974946 : The current situation is very severe.

哥只是传说 : This is Bullish, many Futures are already reacting, but the Malaysian stock market has its own personality, as it tends to prefer a downward trend.