Defence sector: A bright spot in Germany’s economy
Germany is setting bolder goals for defence spending to unlock a more powerful military and faster growth, but its economic impact is likely to be soft.
Next Week in China: 18-22 August 2025
Next week will be a week with minimal major data releases, with only LPR data scheduled for mainland China.
Sound Economies with Mel & Peter: 14 August 2025
It’s time for change at the US Fed: we now see a 50bp rate cut by September in response to softer economic activity and a weaker job market. In this episode, we also discuss a global oil oversupply, the US’... Read More →
Cascading opportunities in Brazil’s green energy transition
The rising prominence of renewables in Brazil’s power mix draws from both the nation's leadership and its potential to be a major market in the global green energy chain.
Next Week in China: 11-15 August 2025
Next week will also be a week with major economic data releases for mainland China, keeping the momentum from the current week.
Sound Economies with Mel & Peter: 7 August 2025
India is pressured to stop its purchases of Russian oil, but we do not see this triggering a surge in prices anytime soon. We also dive deeper into Q2 GDP numbers for Indonesia and the Philippines, review resilient startups across... Read More →
Deriving healthy returns from Japan’s healthcare innovation
Faced with demographic decline, Japan is rewriting the script on healthcare resilience and exportable innovation.
Next Week in China: 4-8 August 2025
Next week, by convention, will be marked as a period of substantial data releases concerning the Chinese economy.
Sound Economies with Mel & Peter: 31 July 2025
This week, we challenge the ECB’s view that the Eurozone is in a good place after a meagre 0.1 per cent GDP growth in the second quarter. We also look behind the scenes to explain rising yields for long-term bonds... Read More →
Next Week in China: 28 July-1 August 2025
With next week being the last week of the month, major data releases for mainland China will be minimal by convention.