China builds up its defences
China is pouring substantial resources to modernise its military as it builds up its geopolitical might and economic influence in the world stage.
China’s quest for semiconductor self-reliance
As far as high-tech manufacturing is concerned, China wants to build a one-way street: it seeks self-sufficiency in semiconductors while maintaining its position as a major global exporter.
China and ASEAN Quarterly Q1 2026
As we extend our wishes for prosperity this New Year, we evaluate major economic and social trends in the region in our newest China and ASEAN Quarterly magazine.
Next Week in China: 9-13 March 2026
Next week will be an important one for China’s economic calendar, with seven major indicators scheduled for release.
Eyes on the Middle East and on China’s softer GDP outlook – Sound Economies with Mel & Peter, 5 March 2026
Markets plunged as the US and Israel launched attacks against Iran, though the more important question is: what happens after these military operations? We discuss possible outcomes in the globally important region. This episode, we also look at China’s 2026... Read More →
2025 showstoppers and 2026 market movers – Sound Economies with Mel & Peter, 27 February 2026
In this video podcast, we identify three show-stopping events of 2025 that will remain key market drivers this year. For one, the AI-driven stock market surge had been strong but was limited to certain economies. We ask: do you think... Read More →
Next Week in China: 2-6 March 2026
China’s data calendar will normalise next week as markets return from the Spring Festival break, placing renewed attention on the upcoming PMI releases and agenda-setting for the Chinese economy’s way forward.
Sound Economies with Mel & Peter: 19 February 2026
We flag some concerns in Southeast Asia: Indonesia’s USD 760 million planned consumption stimulus and initial hints of a crisis for the Philippine peso. We also look at more Chinese firms establishing homebases in Singapore, and an early exit planned... Read More →
Brazil’s upcoming elections and the return of political uncertainty
With Brazil in the middle of a polarising political scenario, investors face a challenging environment in the markets that currently favour more defensive strategies.
Next Week in China: 16-20 February 2026
The coming week is expected to be relatively quiet on the data front as the Chinese Lunar New Year holiday approaches.