Brazil’s growth momentum and what lies ahead
The story of strong job creation and a resilient services sector continues in Brazil, but looming political risks, high inflation, and cautious monetary policy suggest a slower growth momentum ahead.
Next Week in China: 24-28 November 2025
Major data releases for the Chinese economy are expected in the coming days.
Sound Economies with Mel & Peter: 20 November 2025
Fears are high concerning an AI bubble, but will it really take the whole financial market down if or when it bursts? For this episode, we also explore tough economic and diplomatic woes faced by Japan, the increasing allure of... Read More →
Malaysia goes big with manufacturing
Malaysia’s manufacturing sector has contracted for the past year due to higher production costs and the impact of US tariffs. The government hopes to boost the industry with policy support and through economic integration.
Next Week in China: 17-21 November 2025
Next week is expected to be relatively quiet in terms of major data releases for China markets.
Sound Economies with Mel & Peter: 13 November 2025
China’s domestic retail market is proving to be fiercely unique that even global giants like Starbucks and Burger King are finding hard to navigate. To us, this shows that investors seeking to cash in on China’s growth story should invest... Read More →
Aging infrastructure, aging society: The double burden of Japanese real estate
Japan’s property sector mirrors its demographic reality: as the population ages, so do the nation’s homes and infrastructure. While this poses fiscal risks, it also presents fresh opportunities.
Next Week in China: 10-14 November 2025
Next week brings a heavy slate of data releases for mainland China, with retail sales in focus.
Sound Economies with Mel & Peter: 6 November 2025
Bill Gates changed his approach towards climate change interventions, and we are weighing in. We also explore two contrasting growth paths: India with two tax cuts this year, and Germany with more family businesses eyeing layoffs. Finally, we look at... Read More →
Cultivating Indonesia’s humble agriculture sector
Despite domestic and international challenges, President Prabowo Subianto envisions Indonesia as self-sufficient in food production and push the agricultural industry forward. Can his administration cultivate the sector to further economic growth?