Sound Economies with Mel & Peter: 28 August 2025
France is on the cusp of a political crisis as Prime Minister Francois Bayrou rushes to rein in public debt, and we discuss how this makes French assets less investable. Also, we look at Fed Chair Jerome Powell opening the... Read More →
Next Week in China: 25-29 August 2025
Next week will bring a few major data releases as August ends, with only two data points due from Mainland China.
Sound Economies with Mel & Peter: 20 August 2025
Global assets are getting hot, and a mega rate cut from the US Fed will send prices even higher. In this episode, we discuss if our “overweight” risk rating is worth keeping. We also keep an eye out on protectionist... Read More →
Defence sector: A bright spot in Germany’s economy
Germany is setting bolder goals for defence spending to unlock a more powerful military and faster growth, but its economic impact is likely to be soft.
Next Week in China: 18-22 August 2025
Next week will be a week with minimal major data releases, with only LPR data scheduled for mainland China.
Sound Economies with Mel & Peter: 14 August 2025
It’s time for change at the US Fed: we now see a 50bp rate cut by September in response to softer economic activity and a weaker job market. In this episode, we also discuss a global oil oversupply, the US’... Read More →
Cascading opportunities in Brazil’s green energy transition
The rising prominence of renewables in Brazil’s power mix draws from both the nation's leadership and its potential to be a major market in the global green energy chain.
Next Week in China: 11-15 August 2025
Next week will also be a week with major economic data releases for mainland China, keeping the momentum from the current week.
Sound Economies with Mel & Peter: 7 August 2025
India is pressured to stop its purchases of Russian oil, but we do not see this triggering a surge in prices anytime soon. We also dive deeper into Q2 GDP numbers for Indonesia and the Philippines, review resilient startups across... Read More →
Deriving healthy returns from Japan’s healthcare innovation
Faced with demographic decline, Japan is rewriting the script on healthcare resilience and exportable innovation.