China’s prices can’t be too cheap
The Chinese government is aggressively battling price wars waged by producers of solar panels and electric cars, with intense competition already eating into producer profits.
China hit with baby fever
For 35 years, it was state policy to limit the number of children that Chinese couples may have. Now, the tables have turned.
China and ASEAN Quarterly Q3 2025
We are proud to share with you this latest edition where we shine the spotlight on domestic retail sectors across key economies in the region.
Brazil’s small-cap stocks shine amid political risks
Strong domestic momentum and improving fiscal perception are boosting small-cap stocks in Brazil, but high interest rates, political uncertainty, and trade tensions still weigh heavily on the investment landscape.
Next Week in China: 13-17 October 2025
Coming out of the weeklong National Holiday, next week is set to be a big one for economic data releases in China with eight major indicators on the calendar.
Sound Economies with Mel & Peter: 9 October 2025
The IMF is warning about a potential stock market correction following an AI-driven surge this year, but we think it shouldn’t cause panic. In this episode, we also look at the opposite tales of premiership in Japan and France in... Read More →
Resuscitating the German economy with startups
Startup funding in Germany is picking up speed and could help fuel growth, but obstacles remain.
Sound Economies with Mel & Peter: 2 October 2025
What others see as a persistent dollar weakness, we attribute to emerging market currencies gaining momentum — and we explain why. In this episode, we also talk about the ADB’s tempered outlook towards Southeast Asia, China’s week-long holiday spending spree,... Read More →
Next Week in China: 29 September-3 October 2025
As we enter October, major data releases next week will be minimal especially with Wednesday, 1 October being a national holiday.
Sound Economies with Mel & Peter: 25 September 2025
The US stock market is likely headed towards a correction sooner than later, and global investors should take this opportunity to reconsider their portfolios as many remain underweighted in Asian assets. Our anniversary episode also looks at Thailand’s new stimulus... Read More →