China and ASEAN Quarterly Q3 2026
Developing Asian economies have gone through a challenging period as the global oil supply shock persisted in the third quarter, though we have seen a rapid rebound in regional manufacturing activity despite this setback.
Blazing a trail – Sound Economies with Mel & Peter, 1 October 2026
Japan plans to set up a state-backed fund to invest in drone manufacturers and defence startups, but we are not sold on the idea. This episode also looks at the Philippines bracing for a Godzilla El Niño, China’s new stimulus... Read More →
Who’s afraid of private credit?
We evaluate the private credit market in the US amid some fears about rising default rates.
The future of Brazil’s water transport system
As the costs of roads and train transport keep rising, waterway transport may appear as a potential alternative for Brazil. Which sectors can benefit the most, and how can investors hop on?
Uncertain Middle Eastern winds continue to waft across British shores
The war in Iran has hit UK businesses and households in more ways than one.
If it’s broke, don’t fix it
Germany’s pension system needs reform, but it is hindered by competing visions of how to achieve financial sustainability and how to distribute the costs among Germans.
The Eurozone fiscal quake is a reality
Germany has moved towards political chaos on the provincial and national level while France’s budget negotiations may explode. These build up nervousness among both investors and consumers in the Eurozone.
Does the Indian rupee need saving?
India’s currency has been on a freefall, defying global trends as domestic issues overshadow its strong growth performance.
Chinese consumers need another boost
For years, China has resorted to stimulus programs to revive household spending with little progress. We think a long-term structural change will make things right.
Japan’s hydrogen bet looks more strategic than green
Japan’s hydrogen push may not be just about decarbonisation but also for strategic insurance against energy uncertainty.