---
title: "Iran Situation | JP Morgan indicates that Standard Chartered has a larger exposure in the Middle East, with its stock price recording a greater pullback"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/277388835.md"
description: "JP Morgan pointed out that due to military conflicts in the Middle East, Standard Chartered PLC (2888) faces a greater risk of stock price correction, with its revenue share in the UAE expected to reach 5.6% by 2025. In contrast, HSBC (0005) has a revenue share of 3.8% in the Middle East. Chinese banks may perform better than regional peers due to smaller exposures and policy flexibility"
datetime: "2026-03-02T01:53:48.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277388835.md)
  - [en](https://longbridge.com/en/news/277388835.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277388835.md)
---

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# Iran Situation | JP Morgan indicates that Standard Chartered has a larger exposure in the Middle East, with its stock price recording a greater pullback

Military conflicts have erupted in the Middle East, leading to increased risk aversion among market participants. JP Morgan expects that Standard Chartered (2888), which has a higher regional exposure, will experience a more significant pullback, followed by HSBC (0005). As for Chinese banks, due to their minimal exposure and policy flexibility, they may outperform their regional peers.

JP Morgan analyst Katherine Lei stated in a report that Standard Chartered's revenue in the UAE is expected to account for 5.6% by 2025, while HSBC disclosed that its revenue in the Middle East accounts for 3.8%. Considering that as of the second quarter of 2025, approximately 73% of Standard Chartered's loan exposure in the UAE is directed towards the government, public institutions, or banks, its overall credit risk is deemed manageable.

In recent years, Chinese banks' exposure in the Gulf region has increased, but it remains insignificant. Media reports indicate that their loans in the Middle East account for only about 0.09% of the total loans of the five major banks

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