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Geopolitical Score 85 Bullish

China is emerging as a winner from Iran war volatility, says veteran strategist

Mar 17, 2026 11:28 UTC
CL=F, ^VIX, XLE
Short term

China’s alliance with Tehran is helping its cargoes of crude to clear Hormuz, its economic data are improvig and Xi holds the cards in negotiations with Trump..

  • China's alliance with Iran enables uninterrupted crude shipments through Hormuz
  • Improved Chinese economic data and Xi's negotiation leverage with Trump suggest stronger geopolitical positioning

China’s alliance with Tehran is helping its cargoes of crude to clear Hormuz, its economic data are improvig and Xi holds the cards in negotiations with Trump.

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