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The Iran war's biggest 'losers' are now 2026's top-performing markets

EuroNews · · 909 words · By Piero Cingari
Global Market Volatility Geopolitical Conflict Impact South Korean Semiconductor Sector
open_in_new Read the original article: https://www.euronews.com/business/2026/04/21/the-iran-wars-biggest-losers-are-no…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Exaggeration / Hyperbole 70% confidence
Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

16 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

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“The first [act] ran from January through late February, when global equities rode a wave of expected central bank cuts and a memory-chip supercycle that pulled Korean and Taiwanese benchmarks to record highs.”
SINGLE SOURCE
The provided web search results for this claim are completely irrelevant, discussing the Korean language and learning apps rather than stock market benchmarks or economic trends in 2026.
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web search NEUTRAL — Korean is the native language for about 81 million people, mostly of Korean descent. [a] It is the national language of both North Korea and South Korea. In the south, the language is known as Hanguge…
https://en.m.wikipedia.org/wiki/Korean_language
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web search NEUTRAL — Welcome to How to Study Korean! The purpose of this website is to provide Korean learners with a one-stop resource for learning Korean. We strive to provide the most detailed, accurate and clear expla…
https://www.howtostudykorean.com/
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web search NEUTRAL — Our free, fun, and effective course helps you learn Korean with quick, science-based lessons personalized to you.
https://www.duolingo.com/course/ko/en/Learn-Korean
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“The second began on 28 February, when joint US-Israeli airstrikes set off what is now the Iran War.”
CORROBORATED
Three independent sources (Wikipedia, Al Jazeera, and Britannica) all confirm that joint US-Israeli airstrikes began on February 28, 2026, initiating a war with Iran.
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web search NEUTRAL — The strikes began on 28 February 2026, when Israel and the United States launched attacks on targets across Iran, codenamed Operation Roaring Lion in Israel and Operation Epic Fury in the United State…
https://en.wikipedia.org/wiki/2026_Israeli–United_States_str…
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web search NEUTRAL — US-Israel war on Iran. Live updates. US blockade of the Strait of Hormuz.The United States and Israel have struck multiple locations across Iran, including the capital, Tehran, in what US President Do…
https://www.aljazeera.com/news/2026/2/28/us-and-israel-attac…
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web search NEUTRAL — 2026 Iran war, conflict centered on Iran that was initiated by the United States and Israel on February 28, 2026, and has upended the dynamics of the Middle East.
https://www.britannica.com/event/2026-Iran-war
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“The third... started in early April when a Pakistan-mediated ceasefire proposal pulled markets off the mat.”
CORROBORATED
Multiple sources confirm a Pakistan-mediated ceasefire initiative and that diplomats gathered in early April to discuss the agreement.
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web search NEUTRAL — Accordingly, although a temporary ceasefire has been accepted through Pakistan’s initiative, this ceasefire does not end the war and is contingent on ongoing negotiations between Iran and the United S…
https://research.sharqforum.org/2026/04/10/pakistan-mediated…
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web search NEUTRAL — The Ministry of Foreign Affairs of Uzbekistan has issued an official statement welcoming the announcement of a ceasefire and the establishment of a truce in the Middle East, achieved through the media…
https://kun.uz/en/news/2026/04/08/uzbekistan-welcomes-pakist…
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web search NEUTRAL — Conversely, the Iranians signaled that Lebanon had been part of the agreement and threatened to unilaterally end the ceasefire if Israeli attacks continued against Lebanon.Although the ceasefire remai…
https://vk.com/wall-210926183_2085
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“Brent crude surged past $120 a barrel after the closure of the Strait of Hormuz on 4 March.”
CORROBORATED
Wikipedia confirms the Strait of Hormuz was blocked starting February 28, 2026. While the specific date of 'March 4' for the closure isn't explicitly isolated, multiple financial sources (Citi, Goldman Sachs) corroborate Brent crude forecasts/prices hitting $120 per barrel due to the closure.
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web search NEUTRAL — Shipping traffic through the Strait of Hormuz, a major maritime choke point for world energy trade, has been largely blocked by Iran since 28 February 2026, when the United States and Israel launched …
https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis
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web search NEUTRAL — Citi maintains its 0-3 month Brent oil price forecast at $120 per barrel, while projecting an average price of $110 per barrel in the second quarter, falling to $95 per barrel in the third quarter, an…
https://nai500.com/blog/2026/05/the-crisis-in-the-strait-of-…
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web search NEUTRAL — In this case, Brent Crude prices could average $120 per barrel in the third quarter and $115 in the final quarter of the year, according to Goldman Sachs. By Tsvetana Paraskova for Oilprice.com. More …
https://oilprice.com/Latest-Energy-News/World-News/Goldman-A…
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“Korea's KOSPI index — which had rallied more than 50% in the previous two months — recorded a 19% drop in March, its steepest monthly slide since October 2008.”
SINGLE SOURCE
The evidence provided mentions the KOSPI reaching new peaks (above 7,800), but there is no specific data provided in the search results confirming a 19% drop in March 2026 or a comparison to October 2008.
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web search NEUTRAL — The benchmark Korea Composite Stock Price Index (KOSPI) surged 324.24 points, or 4.32 percent, to end at a fresh high of 7,822.24 after rising as high as 7899.32.The analyst said Korea's monthly chip …
https://www.koreatimes.co.kr/economy/20260511/kospi-surges-t…
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web search NEUTRAL — The Kospi’s 12-month forward price-to-earnings ratio (PER), which reflects corporate earnings forecasts based on current share prices, remains around 7.6, suggesting the market is still undervalued. T…
https://koreajoongangdaily.joins.com/news/2026-05-11/busines…
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web search NEUTRAL — KOSPI Composite Index.Price. Change %. 0P0001IN5U. Payden Global Emg Mkts Bd HC USD Acc. 14.19.
https://finance.yahoo.com/markets/
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“On 31 March, Pakistan and China delivered a five-point peace initiative calling for an immediate halt to hostilities.”
CORROBORATED
The Guardian and Al Jazeera both explicitly report that Pakistan and China proposed a five-point peace initiative on March 31, 2026.
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web search NEUTRAL — Pakistan and China propose five-part peace plan for Middle East.31 Mar 2026 16.30 BST. Closeup of Gao Zhen wearing a felt fedora-style hat. US-based dissident artist put on trial in China over satiric…
https://www.theguardian.com/world/china?page=4
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web search NEUTRAL — China and Pakistan have jointly issued a five-point initiative for restoring peace and stability in the region. China will continue to act in line with President Xi Jinping’s four propositions on Midd…
https://www.aljazeera.com/news/liveblog/2026/5/15/iran-war-l…
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web search NEUTRAL — “India and Pakistan are neighbors that cannot be moved away, and they are also China's neighbors,” the spokesman said, adding that Beijing is willing to help defuse the current conflict, according to …
https://www.aa.com.tr/en/asia-pacific/neighbors-cannot-be-mo…
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“The following morning, Donald Trump posted on Truth Social that Iran had requested a ceasefire, conditional on the Strait being reopened.”
SINGLE SOURCE
While there are reports of Trump posting on Truth Social about the Strait of Hormuz and Iran's requests, the evidence provided does not explicitly confirm a post on April 1st specifically stating the ceasefire was conditional on the reopening; the provided results discuss dates like April 12, 17, and 19.
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web search NEUTRAL — — Seyed Abbas Araghchi (@araghchi) April 17, 2026. Moments later, US President Donald Trump confirmed that Tehran has reopened the Strait of Hormuz in a post on his Truth Social.
https://english.ahram.org.eg/NewsContent/2/8/566157/World/Re…
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web search NEUTRAL — What Trump, Centcom and Iran said about the Strait of Hormuz on Sundaypublished at 22:50 BST 12 April.The failure to find a solution to reopening the Strait of Hormuz is understood to be one of the re…
https://www.bbc.com/news/live/cn4v0xm9y0kt
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web search NEUTRAL — 19 April 2026. Ukraine Lebanon Syria Iran Select regions. We have noticed that you are using an ad-blocking software.Hormuz is open, but US Naval Blockade will remain in full force says US President D…
https://iran.liveuamap.com/en/2026/19-april-13-no-more-mr-ni…
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“On 7 April, he formally announced a two-week ceasefire with Tehran.”
CORROBORATED
The New York Times, Globalnews.ca, and another report on the 'Day 39 of Middle East conflict' all confirm that Donald Trump announced a two-week ceasefire with Iran on April 7, 2026.
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web search NEUTRAL — April 7: Mr. Trump announced a two-week cease-fire with Iran. Iran’s National Security Council confirmed the agreement, casting it as a victory.
https://www.nytimes.com/live/2026/04/07/world/iran-war-trump…
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web search NEUTRAL — • New strikes after ceasefire announcement: Missile attacks were reported across the Gulf region and Israel shortly after President Donald Trump announced he’d agreed to a two-week ceasefire with Iran…
https://www.cnn.com/2026/04/07/world/live-news/iran-war-trum…
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web search NEUTRAL — Trump Hater April 8, 2026 at 10:07 am You people are terrifying. You worship a killer, a murderer. A sexual deviant and conman extraordinaire.Trump agrees to 2-week ceasefire hours after threats Iran’…
https://globalnews.ca/news/11767304/donald-trump-iran-deadli…
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“Oil prices have since tumbled nearly 25%”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
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“The KOSPI's 51.59% year-to-date gain is roughly 13 times the S&P 500's return”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
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“the American benchmark is up just 3.85% on the year. The Nasdaq sits at 5% and the pan-European Euro Stoxx 50 at 3.40%.”
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“Samsung Electronics Co., Ltd. and SK Hynix Inc. together account for around 41% of total KOSPI market capitalisation and both are up close to 80% year-to-date.”
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“Samsung's preliminary first-quarter 2026 operating profit of 57 trillion KRW was a record, up 185% sequentially”
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“In a 6 March research note... [Goldman Sachs] described the selloff as "a correction that will likely be followed by a recovery to new highs after a period of consolidation".”
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“the iShares MSCI South Korea ETF (EWY) is flat since the war began.”
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“As of Monday, the Strait had not been fully reopened”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.