Next Week in China: 15-19 June 2026
The middle of June will bring another heavy week of China data releases. Markets in Hong Kong, Taiwan, and Mainland China will be closed on Friday, 19 June, for the Dragon Boat festival holiday.
Choices have been made – Sound Economies with Mel & Peter, 11 June 2026
The European Central Bank raised interest rates today – a move we do not agree with, as this will kill any remaining chance of a growth rebound for the region.
Next Week in China: 8-12 June 2026
The second week of June will see a pickup in the pace of major data releases for China markets.
Playing checkers with China stocks – Sound Economies with Mel & Peter, 4 June 2026
Chinese equities are becoming more attractive among global investors and family offices. At home, however, the state is cracking down on outbound equity investments. This episode, we also raise concern about Japan’s new debt for continued oil price subsidies and... Read More →
Germany’s labour pains
Some reforms concerning the German labour market could provide more security for employees while offering dynamism for firms, however, labour shortages are the real problem.
Next Week in China: 1-5 June 2026
The first week of June will remain relatively quiet in terms of major economic data releases for China markets.
Envisioning the world after war – Sound Economies with Mel & Peter, 28 May 2026
How will the global economy look like when the Russia-Ukraine and US-Iran conflicts are resolved? Let’s find out. This episode also looks at Chinese property developers investing into semiconductor firms to rescue valuations, Italy’s slow progress on reforms, and major... Read More →
UK Government prepares for the new financial year
The government has released its spending plan for the next financial year, however, more spending means more taxes – all while a leadership challenge is unfolding at Downing Street.
Next Week in China: 25-29 May 2026
Next week should be relatively quiet in terms of major data releases for Chinese markets. With Hong Kong observing a public holiday on Monday, 25 May, the local market will be closed for one day.
Tighter belts in Asia – Sound Economies with Mel & Peter, 21 May 2026
Developing Asia is feeling more squeezed as oil prices stay high. We look at further demand reduction measures in the Philippines to avert stagflation, Thailand’s new debt for additional consumer subsidies, and India winding down fuel support. We also turn... Read More →