US trade policy uncertainty shakes up Japan’s recovery
Trump’s shifting trade agenda is rattling Japan’s fragile economic recovery. While Japan continues to negotiate favourable tariff terms, its exports are taking a hit.
Next Week in China: 7-11 July 2025
Entering next week, the pace of major economic data releases in Mainland China will accelerate with six key indicators scheduled.
Sound Economies with Mel & Peter: 3 July 2025
More Asian brands are boldly expanding in the US alongside record debt issuances across emerging markets in the first half of 2025. We think these are clear signs that investors are dumping US assets in search for better margins. In... Read More →
Next Week in China: 30 June-4 July 2025
Next week will see minimal major data releases concerning mainland China, with only PMI-related data scheduled for publication.
Sound Economies with Mel & Peter: 26 June 2025
There’s a slowdown of listing activity in Asia Pacific for the first half of 2025 amid heightened market uncertainty, but we believe that IPO-ready companies should proceed with their plans. We also look at China requiring auto makers to use... Read More →
Refining Malaysia’s palm oil industry with sustainability
While the palm oil industry faces stiff regulations from the EU, Malaysia still hopes for the industry to sustain its growth and drive the economy forward.
Next Week in China: 23-27 June 2025
Next week is expected to be relatively quiet in terms of major data releases for mainland China, with only industrial profits for May 2025 in the schedule.
Sound Economies with Mel & Peter: 19 June 2025
The oil price spike over the past week was a knee-jerk reaction of the market to the escalation of attacks between Iran and Israel, but we think that most of it is speculative. We explain why we think the rising... Read More →
Next Week in China: 16-20 June 2025
Next week will be a major week for data releases for mainland China with 10 economic data points scheduled.
Sound Economies with Mel & Peter: 11 June 2025
US and China have reached an agreement to scale down the tariff war, but we see that China-focused investors pay closer attention to domestic concerns over global trade shifts. We also talk about China’s sovereign fund interfering in the stock... Read More →