The Week in Markets: Fog of war clouds the outlook for markets

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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The global economy is navigating a complex landscape of rising oil prices and increasing inflationary pressures. Following last week's conflict between Israel and Iran, oil prices have surged over 12%, and concerns are growing about the potential impact on economic growth and stability. Yet, despite these challenges, certain economies - such as India's - are demonstrating resilience and attracting investor attention due to their strong fundamentals and long-term growth prospects.

This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.