Next Week in China: 13-17 July 2026
Next week will bring a relatively heavy slate of macroeconomic data for China markets, with June activity indicators and second-quarter economic data the main calendar items.
Moving the needle – Sound Economies with Mel & Peter, 9 July 2026
Will the British economy see any sizable change under a new prime minister? We think not. This episode also looks at China possibly gatekeeping homegrown AI tools, the S&P index threatening a downgrade for Indonesia stocks, and the IMF’s odd... Read More →
Contouring the face of Brazilian consumption with vanity
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.
Next Week in China: 6-10 July 2026
Next week will bring a relatively heavier slate of macroeconomic data for China markets, with CPI, PPI and financing data to be the main items on the calendar.
Fanfare over IPOs – Sound Economies with Mel & Peter, 2 July 2026
What sets apart the oversubscribed SpaceX listing from IPOs all over the world? We think much of it is hype more than quality, which is an emerging trend among stock markets. This episode also looks at the Japanese yen trading... Read More →
Oil supply and fiscal power both running dry in Southeast Asia
Developing ASEAN economies are among those suffering the most due to the ongoing global oil supply crisis, disrupting their growth momentum for the year.
Remedies to the Indonesian market
While Indonesia continues to attract global investments, the country’s recent conundrums is exerting great pressure on local assets.
Reaping greater value from Philippine agriculture
The Philippines has long been pining for an agricultural renaissance, but it remains far from reality – especially now with rising input costs hounding farmers.
Building up the Johor-Singapore Special Economic Zone
Malaysia and Singapore are working together to unlock a new economic zone, which can stimulate both economies when done right.
Fortifying Thailand’s manufacturing competitiveness
The beginning of the year showed promise of expansion for Thailand’s manufacturing sector. However, the global energy crisis and the Middle East conflict could shake up the sector’s trajectory.