The ongoing conflict between the United States and Israel against Iran continues to draw attention from global markets, which are closely monitoring the situation to assess its potential impact on the world economy. According to Ming Pao, Kees Verbaas, Global Head of Fundamental Equities at Robeco, emphasized that the duration of this conflict is crucial for determining the direction of global markets this year. If the conflict remains short-term, its impact on the global economy is expected to be minimal, potentially benefiting emerging markets. However, if it escalates into a prolonged war, it could lead to sustained high oil prices, which might be more favorable for the future of U.S. stocks.