Three months of Middle East war in FDI figures

FDI announcements often move before official risk ratings change.

For boards, the question is not whether to stop investing, but which proof would make the investment explainable if the region deteriorates.

Useful signals include project delay language, financing spreads, insurance availability, port congestion, energy-price assumptions and whether counterparties start adding political-risk conditions.

A strong draft should separate reversible pauses from irreversible commitments, then explain what evidence would justify continuing, slowing or redesigning the project.