Sound Economies with Mel & Peter: 27 March 2025
Are global investors reconsidering China? We discuss in this episode the attendance of several foreign business leaders in a weekend development forum in Beijing, as well as a fear of an “AI bubble” in the US. Meanwhile, more investment houses... Read More →
Next Week in China: 24-28 March 2025
Next week will be a relatively quiet period for major data releases, with only six scheduled for Chinese markets and only two for Mainland China.
Sound Economies with Mel & Peter: 20 March 2025
Indonesia’s stock market crashed on 18 March over fears that the country’s fiscal house is in disarray under new spending priorities of the government. Meanwhile, Brazil revealed a plan to increase income tax exemptions while imposing a 10% tax on... Read More →
Is Japan’s steel immune to Trump’s tariff game?
Japan’s steel producers have not been spared from a fresh wave of US tariffs. However, there is little reason to panic.
Sound Economies with Mel & Peter: 14 March 2025
In this episode, we challenge our sunshiny outlook on the global markets — are we seeing more clouds on the horizon, and is this enough to change our investment allocations? We look at Germany’s lack of progress on economic reforms,... Read More →
Next Week in China: 17-21 March 2025
Next week will be significant for economic data releases, with seven major data points coming from Mainland China.
The cost of keeping a strong US dollar: A double-edged sword
The Trump administration is maintaining a strong dollar policy. Will it hold under the weight of an escalating tariff war?
Next Week in China: 10-14 March 2025
Next week, significant data on China’s money supply and financing for February will be released. In addition, close attention should be paid to the Two Sessions as the outcome of these political meetings will serve as the main weather vane for the Chinese economy in the year ahead.
Sound Economies with Mel & Peter: 6 March 2025
The Federal Reserve appears to be facing greater pressure to cut interest rates as growth prospects will likely be dampened by Trump’s intensifying tariff war. In this episode, we look at the path of US interest rates as well as... Read More →
Following the path of Thailand’s Eastern Economic Corridor
Thailand’s Eastern Economic Corridor (EEC) has set a five-year investment target of THB 500 billion (USD 14.68 billion) per annum. So far, things are looking up.