Global tensions briefly put spotlight on Latin America
The US’ intervention in Venezuela was its first step in reshaping the global energy markets. This may present a silver lining in accelerating foreign investment towards oil-rich economies in Latin America.
Next Week in China: 18-22 May 2026
The pace of major data releases for China will pick up in mid-May, with April activity indicators and the setting of benchmark interest rates out next week.
First oil, now food – Sound Economies with Mel & Peter, 14 May 2026
Oil prices may have already peaked in reaction to the US-Iran conflict, but food prices are slowly catching up. This episode also looks at the removal of 18 Indonesian stocks on MSCI indices, the Trump-Xi summit in Beijing, and surging... Read More →
Are Japanese small-cap stocks making hay while prices rise?
Japan’s stock market story is usually about exporters, mega-caps, and macro shocks. This time, smaller domestic firms could be the quiet winners if inflation stays firm and fiscal support continues.
Next Week in China: 11-15 May 2026
The pace of key macroeconomic data releases will pick up for China markets following the Labour Day holiday, with April prices and credit indicators due next week.
Oil higher for longer – Sound Economies with Mel & Peter, 7 May 2026
The Asian Development Bank advises governments to wind down blanket subsidies even as oil prices stay elevated, citing the need to preserve/keep fiscal buffers beyond this crisis. This episode also looks at trade ties between Japan and Latin America, rising... Read More →
Trump synonymous to value destruction
US policies under Donald Trump have rattled global markets over the past year, but the greatest pain has been dealt at home.
Brazil stocks find stable ground to grow
As local investors regain confidence in the stock market, global uncertainties have created an opportunity for Brazil to be a hot spot for foreign investors.
Consistent growth remains elusive for the British economy
UK’s growth last year looked promising compared to its peers, but it has yet to find its footing to sustain such a pace.
Germany is still waiting for Godot
It has been a year since the coalition and the election of Chancellor Friedrich Merz with his promise of a fresh start, but we have yet to see this big reform.