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.
Next Week in China: 3-7 March 2025
Next week, major price-related indices are scheduled for release in Mainland China. Since February is the first month after the Spring Festival break, it is crucial to observe how the economy recovers post-holiday season.
Sound Economies with Mel & Peter: 27 February 2025
We see two divergent tales of consumer sentiment in the US and China: there are encouraging stories from Beijing and signs of general dissatisfaction from Washington. In this episode, we also discuss the results of Germany’s snap elections and the... Read More →
Navigating Japan’s Sustainable Finance Landscape
Japan is actively promoting green bonds by reducing the cost and bureaucratic bottlenecks for issuers, leading to fast growth in the green bonds market and setting the country on the path of achieving its sustainability goals.