Next Week in China: 1-5 June 2026
The first week of June will remain relatively quiet in terms of major economic data releases for China markets.
Envisioning the world after war – Sound Economies with Mel & Peter, 28 May 2026
How will the global economy look like when the Russia-Ukraine and US-Iran conflicts are resolved? Let’s find out. This episode also looks at Chinese property developers investing into semiconductor firms to rescue valuations, Italy’s slow progress on reforms, and major... Read More →
UK Government prepares for the new financial year
The government has released its spending plan for the next financial year, however, more spending means more taxes – all while a leadership challenge is unfolding at Downing Street.
Next Week in China: 25-29 May 2026
Next week should be relatively quiet in terms of major data releases for Chinese markets. With Hong Kong observing a public holiday on Monday, 25 May, the local market will be closed for one day.
Tighter belts in Asia – Sound Economies with Mel & Peter, 21 May 2026
Developing Asia is feeling more squeezed as oil prices stay high. We look at further demand reduction measures in the Philippines to avert stagflation, Thailand’s new debt for additional consumer subsidies, and India winding down fuel support. We also turn... Read More →
Global tensions briefly put spotlight on Latin America
The US’ intervention in Venezuela was its first step in reshaping the global energy markets. This may present a silver lining in accelerating foreign investment towards oil-rich economies in Latin America.
Next Week in China: 18-22 May 2026
The pace of major data releases for China will pick up in mid-May, with April activity indicators and the setting of benchmark interest rates out next week.
First oil, now food – Sound Economies with Mel & Peter, 14 May 2026
Oil prices may have already peaked in reaction to the US-Iran conflict, but food prices are slowly catching up. This episode also looks at the removal of 18 Indonesian stocks on MSCI indices, the Trump-Xi summit in Beijing, and surging... Read More →
Are Japanese small-cap stocks making hay while prices rise?
Japan’s stock market story is usually about exporters, mega-caps, and macro shocks. This time, smaller domestic firms could be the quiet winners if inflation stays firm and fiscal support continues.
Next Week in China: 11-15 May 2026
The pace of key macroeconomic data releases will pick up for China markets following the Labour Day holiday, with April prices and credit indicators due next week.