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Bloomberg MarketsRoknifard: Munitions Could Be First Factor In Ending WarBloomberg MarketsPowell Treading Careful Path as Oil Uncertainty PersistsBloomberg MarketsAsia Buys Most US Oil in Three Years as War Blocks Mideast FlowsBloomberg MarketsOil & Gas Surge As Iran, Israel Escalate Energy Attacks | Horizons Middle East & Africa 3/19/2026Bloomberg MarketsEuropean Gas Jumps 35% After World’s Top LNG Plant Hit by IranBloomberg MarketsBerlin DJ Tech Firm Woos Buyers After Private Credit Walks AwayBloomberg MarketsTraders Price in BOE Hike by September on Surging Energy PricesBloomberg MarketsNorth Korea FX Revenue Boosted by Russia Arms Sales, Cyber CrimeBloomberg MarketsInsight with Haslinda Amin 3/19/2026Bloomberg MarketsChinese Shares Are Top Bet During Iran War: JefferiesBloomberg MarketsIran War Triggers Africa's Hunt to Secure New FuelBloomberg MarketsMatsui Securities in Talks With Firms on Capital Tie-UpBloomberg MarketsParas Healthcare Is Said to Revive Up to $200 Million India IPOBloomberg MarketsTop European Stock Fund Finds Bargains During Iran War SelloffFinancial TimesIran inflicts ‘extensive damage’ on site of world’s largest LNG facility in QatarBloomberg MarketsRoknifard: Munitions Could Be First Factor In Ending WarBloomberg MarketsPowell Treading Careful Path as Oil Uncertainty PersistsBloomberg MarketsAsia Buys Most US Oil in Three Years as War Blocks Mideast FlowsBloomberg MarketsOil & Gas Surge As Iran, Israel Escalate Energy Attacks | Horizons Middle East & Africa 3/19/2026Bloomberg MarketsEuropean Gas Jumps 35% After World’s Top LNG Plant Hit by IranBloomberg MarketsBerlin DJ Tech Firm Woos Buyers After Private Credit Walks AwayBloomberg MarketsTraders Price in BOE Hike by September on Surging Energy PricesBloomberg MarketsNorth Korea FX Revenue Boosted by Russia Arms Sales, Cyber CrimeBloomberg MarketsInsight with Haslinda Amin 3/19/2026Bloomberg MarketsChinese Shares Are Top Bet During Iran War: JefferiesBloomberg MarketsIran War Triggers Africa's Hunt to Secure New FuelBloomberg MarketsMatsui Securities in Talks With Firms on Capital Tie-UpBloomberg MarketsParas Healthcare Is Said to Revive Up to $200 Million India IPOBloomberg MarketsTop European Stock Fund Finds Bargains During Iran War SelloffFinancial TimesIran inflicts ‘extensive damage’ on site of world’s largest LNG facility in Qatar
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Chinese Shares Are Top Bet During Iran War: Jefferies

Bloomberg Markets
Thursday, March 19, 2026 at 6:25 AM
~4 min read
Equities

Original Report

Christopher Wood, Global Head of Equity Strategy at Jefferies, shares his outlook on global markets and explains why he believes China’s onshore stocks are the top assets to own during the Iran war....

Christopher Wood, Global Head of Equity Strategy at Jefferies, shares his outlook on global markets and explains why he believes China’s onshore stocks are the top assets to own during the Iran war. He appeared on Bloomberg’s Insight with Haslinda Amin.” (Source: Bloomberg)

Glass House Analysis

International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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