Reshaping Japan’s approach towards defence
As regional threats intensify, Japan is rewriting its postwar defence stance – signalling a strategic turn in Asia’s security landscape.
Global Quarterly Q3 2025
We are committed to keeping a close eye on market-moving developments, and our latest Global Quarterly magazine delivers on this promise.
Sound Economies with Mel & Peter: 12 September 2025
This episode, we dive into the strong rally of China stocks, review the French government’s collapse, and explain our expectations for a jumbo rate cut from the US Fed. We also discuss megatrends concerning Europe and Asia as well as... Read More →
Next Week in China: 15-19 September 2025
Continuing this week’s momentum, next week will also be full of major economic data releases for Mainland China.
Next Week in China: 8-12 September 2025
Next week, economic data releases return to their usual volume with seven major reports coming from Mainland China.
Sound Economies with Mel & Peter: 4 September 2025
Political unrest has been pushing markets on edge globally. In this episode, we look at governance issues triggering protests in Indonesia and the Philippines, observe the changing of the guard in Thailand and France, and unpack warmer ties between India... Read More →
Next Week in China: 1-5 September 2025
Next week is typically a quiet one for major data releases concerning Mainland China.
Sound Economies with Mel & Peter: 28 August 2025
France is on the cusp of a political crisis as Prime Minister Francois Bayrou rushes to rein in public debt, and we discuss how this makes French assets less investable. Also, we look at Fed Chair Jerome Powell opening the... Read More →
Next Week in China: 25-29 August 2025
Next week will bring a few major data releases as August ends, with only two data points due from Mainland China.
Sound Economies with Mel & Peter: 20 August 2025
Global assets are getting hot, and a mega rate cut from the US Fed will send prices even higher. In this episode, we discuss if our “overweight” risk rating is worth keeping. We also keep an eye out on protectionist... Read More →