Next Week in China: 10-14 August 2026
Major data releases for China markets will focus on financial indicators next week, with July credit and TSF figures among the key data points to watch.
US and China’s new battlefield – Sound Economies with Mel & Peter, 6 August 2026
The world’s two biggest economies are engaged in another battle, this time over global AI dominance. Between the two, we find one market offering better opportunities. We also look at strong manufacturing recovery in ASEAN, some hints for the upcoming... Read More →
Time for Brazil to reshape its energy sector
Amidst the uncertainties in the global energy crisis, Brazil has the chance to take the lead in the development of alternative power sources.
Next Week in China: 3-7 August 2026
Major data releases for China markets will pick up as August begins, with prices and trade figures among key indicators to watch.
Fed vs forward guidance – Sound Economies with Mel & Peter, 30 July 2026
The US Federal Reserve is staying silent on the future path of interest rates under new chairman Kevin Warsh, and we see this raising market jitters. This, coupled with rising fears over inflation and public debt, has sent 30-year Treasury... Read More →
Malaysia’s fuel subsidies under control
Malaysia is feeling the ripples of the US-Iran conflict as its economy takes the hit, with a piling fuel subsidy bill to show for it.
Japan’s tourism finds stable ground beyond Chinese visitors
Although there has been a decline of Chinese tourists in Japan over the past few months, the country continues to thrive on that front.
Next Week in China: 27-31 July 2026
As July ends, next week’s data releases on the Chinese economy will focus on the MLF, which is the benchmark rate for bank loans, and the official PMI figure. Data regarding liquidity management and evidence of underlying demand are also areas to watch.
Public funds prop up Asian markets – Sound Economies with Mel & Peter, 23 July 2026
Governments in East Asia are counting on public money to lure in private capital, but we think this is unhealthy. This episode, we look at China’s $9-billion intervention in the stock market and Japan’s $2.3-trillion investment roadmap. We also discuss... Read More →
Indonesia charts course for its maritime sector
A consumer base more likely to invest in beauty products, weight loss pens, and digital platforms has pumped the growth of Brazil’s pharmaceutical sector and lifted local stocks this year.