Next Week in China: 16-20 March 2026
Next week will be another busy one concerning China’s economic calendar with nine major indicators set for release. Retail activity and fixed asset investment numbers will be closely watched as markets gauge the durability of the recovery in domestic demand following the holidays.
Let’s talk private credit – Sound Economies with Mel & Peter, 12 March 2026
More family offices based in Hong Kong are diversifying investments into private equity, which we see as a smart move. This episode also considers a projected rise in default rates for private credit, as well as the outlook for oil... Read More →
Thailand’s search for political and economic stability
Thailand’s February election concluded with the landslide victory of Bhumjaithai party led by Prime Minister Anutin Charnvirakul. It is now up to him to steer the Thai economy towards stability.
China tests its stride for the Year of the Horse
What awaits the Chinese economy this new year amid wobbly domestic consumption and a highly uncertain global market?
China builds up its defences
China is pouring substantial resources to modernise its military as it builds up its geopolitical might and economic influence in the world stage.
China’s quest for semiconductor self-reliance
As far as high-tech manufacturing is concerned, China wants to build a one-way street: it seeks self-sufficiency in semiconductors while maintaining its position as a major global exporter.
China and ASEAN Quarterly Q1 2026
As we extend our wishes for prosperity this New Year, we evaluate major economic and social trends in the region in our newest China and ASEAN Quarterly magazine.
Next Week in China: 9-13 March 2026
Next week will be an important one for China’s economic calendar, with seven major indicators scheduled for release.
Eyes on the Middle East and on China’s softer GDP outlook – Sound Economies with Mel & Peter, 5 March 2026
Markets plunged as the US and Israel launched attacks against Iran, though the more important question is: what happens after these military operations? We discuss possible outcomes in the globally important region. This episode, we also look at China’s 2026... Read More →
2025 showstoppers and 2026 market movers – Sound Economies with Mel & Peter, 27 February 2026
In this video podcast, we identify three show-stopping events of 2025 that will remain key market drivers this year. For one, the AI-driven stock market surge had been strong but was limited to certain economies. We ask: do you think... Read More →