---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000786697.md"
description: "Temasek CIO: &#34;(Iran war) Peak uncertainty is behind us...it's likely that the path to resolution will not be a straight line.&#34;this on-again -off-again ceasefire talk is expected, especially when they are burying their slain Supreme Leader."
datetime: "2026-07-10T05:52:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000786697.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000786697.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000786697.md)
author: "[pohyc](https://longbridge.com/en/profiles/21296995.md)"
generator: "portal-rs"
---

# Temasek CIO: &#34;(Iran war) Peak uncertainty is b…


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## Comments (2)

- **阿尔法s · 2026-07-11T03:14:46.000Z**: Geopolitics only affects the trend; ultimately, the overall market still depends on liquidity and fundamentals.
- **Louis_t · 2026-07-10T07:34:53.000Z**: big institutional voices calling the worst over usually means positioning has already de-risked. i read it as smart money quietly leaning back in, not a green light to chase


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**