Caution ahead for Brazil’s presidential election
Adding to domestic and global uncertainties is the head-to-head presidential race, making the Brazilian market a challenging environment for investors leaning towards more defensive strategies.
Next Week in China: 7-11 September 2026
This upcoming week will have the spotlight on August inflation and financing data. The key question is if improving upstream prices and seasonal credit demand can point to early signs of stabilisation despite underlying momentum remaining soft.
House it going? – Sound Economies with Mel & Peter, 3 September 2026
Speculative purchases have driven Florida’s home valuations down, a similar problem which China now seeks to get out of. We explain if this housing crisis should worry investors. In this episode, we also look at factors sustaining a global bond... Read More →
Next Week in China: 31 August-4 September 2026
The first week of September will be relatively quiet in terms of major economic data releases. Attention will centre on the August manufacturing PMI, which we expect to remain subdued, and on whether improving input prices can provide early signs of stabilisation in industrial pricing.
A dangerous game – Sound Economies with Mel & Peter, 27 August 2026
This episode comes straight from our studio as we anticipate new Federal Reserve Chair Kevin Warsh’s first-ever speech in Jackson Hole. From a disconnect between the actions of the US Treasury and the Fed to the potential of deploying humanoid... Read More →
Setting up Malaysian MSMEs for a growth push
The Malaysian government is starting to see the importance of its micro, small, and medium enterprises to the country’s GDP growth amidst global uncertainties.
The capital offence of German companies
Germany needs an increase in investments, and much of it relies on private pockets.
Next Week in China: 24-28 August 2026
Policy attention will focus on the legislative session of the Standing Committee of the National People’s Congress, which will be held in Beijing from 25 to 28 August.
The bank who cried wolf – Sound Economies with Mel & Peter, 20 August 2026
A blog post from the European Central Bank warns of a potential “homegrown crash” should US tech stock valuations dip, but we find this inappropriate. We also discuss how rising inflation has pushed European households to save more and spend... Read More →
The kids aren’t alright
The UK is feeling the cost of having its youth waiting for career opportunities that do not come knocking.