
The United States is expected to better withstand a potential blockade of the Strait of Hormuz due to its resilient economy and energy security. If talks with Iran collapse, American oil and gas companies could gain from higher global prices and increased exports. While diversification is generally advised, current global risks make US markets a safer near-term investment. Rising fuel costs threaten consumer spending in lower-GDP countries, but selective investments in Singapore and other international markets remain advisable.