Resuscitating the German economy with startups
Startup funding in Germany is picking up speed and could help fuel growth, but obstacles remain.
Sound Economies with Mel & Peter: 2 October 2025
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 →
Next Week in China: 29 September-3 October 2025
As we enter October, major data releases next week will be minimal especially with Wednesday, 1 October being a national holiday.
Sound Economies with Mel & Peter: 25 September 2025
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 →
Japan’s looming post-election tensions and market fragility
Shigeru Ishiba’s sudden resignation has left Japan astray. Fiscal strains, policy shifts from the Bank of Japan, and populist pressures stemming from anti-immigration protests to the rise of an ultra-conservative faction may fire up investor uncertainty.
Next Week in China: 22-26 September 2025
Major data releases for Mainland China will be minimal as we come closer to the month’s end, with only three in the pipeline.
Sound Economies with Mel & Peter: 18 September 2025
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 →
Tariffs backfire on the US in a grand manner
The US is learning a lesson the hard way as the intensified tariff war it waged against China and the rest of the world has inflicted more pain at home relative to its targets.
Brazil’s economy heats up, and so do political and fiscal tensions
While global central banks hold steady, Brazil is charting its own path as it raises rates, battles inflation, and tests investor confidence.
Welfare woes hounding Britain
The UK is battling several fires at once, with possibilities of high domestic living costs rising amid a worsening global trade war. Can the government soften the blow by signing new trade deals?