Podcasts

As we celebrate a year of Sound Economies with Mel & Peter, we look back at the megatrends we saw in early 2025 and evaluate how these have developed. We also identify some wildcards, such as the swift rebalancing of... Read More →

We are seeing a stock market correction with a steeper drop for tech and AI shares versus other industries. We recommend maintaining an overweight, well-considered risk position — we explain how in this episode. We also tackle the Philippines’ missed... Read More →

The IMF is warning about a potential stock market correction following an AI-driven surge this year, but we think it shouldn’t cause panic. In this episode, we also look at the opposite tales of premiership in Japan and France in... Read More →

What others see as a persistent dollar weakness, we attribute to emerging market currencies gaining momentum — and we explain why. In this episode, we also talk about the ADB’s tempered outlook towards Southeast Asia, China’s week-long holiday spending spree,... Read More →

The US stock market is likely headed towards a correction sooner than later, and global investors should take this opportunity to reconsider their portfolios as many remain underweighted in Asian assets. Our anniversary episode also looks at Thailand’s new stimulus... Read More →

The US Fed has delivered its first rate cut for 2025 — smaller than what we saw needed, but affirms our view that a tighter job market is now a bigger concern than inflation. We also look at lower credit... Read More →

This episode, we dive into the strong rally of China stocks, review the French government’s collapse, and explain our expectations for a jumbo rate cut from the US Fed. We also discuss megatrends concerning Europe and Asia as well as... Read More →

Political unrest has been pushing markets on edge globally. In this episode, we look at governance issues triggering protests in Indonesia and the Philippines, observe the changing of the guard in Thailand and France, and unpack warmer ties between India... Read More →

France is on the cusp of a political crisis as Prime Minister Francois Bayrou rushes to rein in public debt, and we discuss how this makes French assets less investable. Also, we look at Fed Chair Jerome Powell opening the... Read More →

Global assets are getting hot, and a mega rate cut from the US Fed will send prices even higher. In this episode, we discuss if our “overweight” risk rating is worth keeping. We also keep an eye out on protectionist... Read More →