Private credit vs public debt – Sound Economies with Mel & Peter, 1 April 2026
Some central bankers and government officials are sounding the alarm over the private credit market, but we find rapidly growing government debt more concerning. We also discuss the rise of OpenClaw in China for AI-powered personal assistants and our near-term... Read More →
Next Week in China: 30 March-3 April 2026
The coming week will be relatively quiet in terms of major economic data releases concerning China. Markets in Hong Kong and Taiwan will be closed next Friday, 3 April, due to a public holiday.
What should investors do amid cloudy skies? – Sound Economies with Mel & Peter, 26 March 2026
Thick clouds loom over global markets as the US-Iran conflict stretches to a month, and we discuss what investors can do during this period. This episode also looks at demand-side interventions by Asian governments amid surging oil prices, and the... Read More →
Next Week in China: 23-27 March 2026
Attention will turn to the Boao Forum for Asia, which convenes policymakers, business leaders, and academics to discuss regional and global economic issues.
Stocks holding up amid oil woes – Sound Economies with Mel & Peter, 18 March 2026
The world is being pummeled by sky-high fuel prices, but equities appear unfazed. Episode 75 also looks at US allies rejecting Trump’s call for backup at the Hormuz Strait, increased concern about Indonesia as it resorts to budget cuts, and... Read More →
The failings of the German education system
The last few years have shown the decline of German proficiency based on standardised student tests. If the country can address this problem within its education system, it may unlock massive economic growth over time.
Next Week in China: 16-20 March 2026
Next week will be another busy one concerning China’s economic calendar with nine major indicators set for release. Retail activity and fixed asset investment numbers will be closely watched as markets gauge the durability of the recovery in domestic demand following the holidays.
Let’s talk private credit – Sound Economies with Mel & Peter, 12 March 2026
More family offices based in Hong Kong are diversifying investments into private equity, which we see as a smart move. This episode also considers a projected rise in default rates for private credit, as well as the outlook for oil... Read More →
Thailand’s search for political and economic stability
Thailand’s February election concluded with the landslide victory of Bhumjaithai party led by Prime Minister Anutin Charnvirakul. It is now up to him to steer the Thai economy towards stability.
China tests its stride for the Year of the Horse
What awaits the Chinese economy this new year amid wobbly domestic consumption and a highly uncertain global market?