Higher borrowing costs threaten the UK’s 2026 budget
The UK’s fiscal deficit shows no sign of narrowing as government expenses continue to outpace tax revenues.
Next Week in China: 8-12 December 2025
Next week marks a return to a more typical pace for economic data releases, with seven key indicators lined up in mainland China.
Sound Economies with Mel & Peter: 4 December 2025
Financial markets will face greater volatility in 2026, and we think it will be more challenging for investors. We look at what’s ahead for US and Japan in this episode, as well as India’s record IPOs and China’s dominance in... Read More →
Green tech might do more than save Germany’s environment
Solely focusing on climate change adaptation obscures the view about green tech’s ability to push the German economy forward.
Next Week in China: 1-5 December 2025
Next week continues to be relatively quiet on the data front, with few major releases scheduled for Chinese markets. As we move into December, it is worth reviewing fiscal developments from January through October.
Sound Economies with Mel & Peter: 27 November 2025
US consumers are getting even more squeezed, and we are not surprised. This is likely to trigger successive rate cuts from the Fed, which we discuss in this episode. We also look at Saudi Arabia targeting wealthy Asians as it... Read More →
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.