Next Week in China: 8-12 September 2025
Next week, economic data releases return to their usual volume with seven major reports coming from Mainland China.
Sound Economies with Mel & Peter: 4 September 2025
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 →
Next Week in China: 1-5 September 2025
Next week is typically a quiet one for major data releases concerning Mainland China.
Sound Economies with Mel & Peter: 28 August 2025
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 →
Next Week in China: 25-29 August 2025
Next week will bring a few major data releases as August ends, with only two data points due from Mainland China.
Sound Economies with Mel & Peter: 20 August 2025
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 →
Defence sector: A bright spot in Germany’s economy
Germany is setting bolder goals for defence spending to unlock a more powerful military and faster growth, but its economic impact is likely to be soft.
Next Week in China: 18-22 August 2025
Next week will be a week with minimal major data releases, with only LPR data scheduled for mainland China.
Sound Economies with Mel & Peter: 14 August 2025
It’s time for change at the US Fed: we now see a 50bp rate cut by September in response to softer economic activity and a weaker job market. In this episode, we also discuss a global oil oversupply, the US’... Read More →
Cascading opportunities in Brazil’s green energy transition
The rising prominence of renewables in Brazil’s power mix draws from both the nation's leadership and its potential to be a major market in the global green energy chain.