Next Week in China: 12-16 October 2026
The coming week will bring several major data releases for China markets following the National Day holiday, including September inflation and trade figures.
Hedging bets on US tech – Sound Economies with Mel & Peter, 8 October 2026
Several global pension funds are reducing their exposures to US tech stocks amid fears of a looming correction, which we discuss in this episode. We also talk about the shutdown of over 600 banks in China, and suggestions from the... Read More →
ASEAN factories chug ahead
Southeast Asian manufacturers have shown a strong recovery despite oil supply and international trade disruptions this year.
Can Indonesia secure its palm oil industry’s future?
There is much that Indonesia can gain from its palm oil sector, but new regulations on commodity exports and production challenges have gotten markets concerned.
Ghosts haunting Philippine growth
The Philippines’ growth story has recently been haunted by ghost projects, which have led to poorer living conditions and depressed investment activity.
The cost of deepening Malaysia’s capital market
Malaysia’s capital market is growing and is seeking to attract even more foreign investments, but how deep can it go?
Thailand’s steep household debt upsets business sector’s foundation
High indebtedness of Thai households is constraining growth in the larger economy, including private businesses.
How low can rates go?
China’s central bank is upping its game in assisting economic growth by pushing borrowing costs even lower, but the market is slow to take the bait.
Breaking beyond China’s corporate debt
The spotlight is on Chinese corporate indebtedness which has remained elevated amid shrinking profit margins and weak domestic demand.
AI fatigue? China is just getting started
Wall Street is showing signs of AI credit fatigue that has spilled over to global indices. China stocks have not been spared, but we see reasons to be optimistic.