Public funds prop up Asian markets – Sound Economies with Mel & Peter, 23 July 2026
Governments in East Asia are counting on public money to lure in private capital, but we think this is unhealthy. This episode, we look at China’s $9-billion intervention in the stock market and Japan’s $2.3-trillion investment roadmap. We also discuss... Read More →
Indonesia charts course for its maritime sector
A consumer base more likely to invest in beauty products, weight loss pens, and digital platforms has pumped the growth of Brazil’s pharmaceutical sector and lifted local stocks this year.
Small but mighty stocks – Sound Economies with Mel & Peter, 16 July 2026
Markets are likely to feel more nervous in the coming weeks as US-Iran tensions flare again, this time in the face of depleting global oil reserves. We still expect an end to the conflict soon but jitters will prevail over... Read More →
Next Week in China: 20-24 July 2026
Next week will bring a relatively heavy slate of macroeconomic data for China markets, with June activity indicators and second-quarter economic data the main calendar items.
Next Week in China: 13-17 July 2026
Next week will bring a relatively heavy slate of macroeconomic data for China markets, with June activity indicators and second-quarter economic data the main calendar items.
Moving the needle – Sound Economies with Mel & Peter, 9 July 2026
Will the British economy see any sizable change under a new prime minister? We think not. This episode also looks at China possibly gatekeeping homegrown AI tools, the S&P index threatening a downgrade for Indonesia stocks, and the IMF’s odd... Read More →
Contouring the face of Brazilian consumption with vanity
A consumer base more likely to invest in beauty products, weight loss pens, and digital platforms has pumped the growth of Brazil’s pharmaceutical sector and lifted local stocks this year.
Next Week in China: 6-10 July 2026
Next week will bring a relatively heavier slate of macroeconomic data for China markets, with CPI, PPI and financing data to be the main items on the calendar.
Fanfare over IPOs – Sound Economies with Mel & Peter, 2 July 2026
What sets apart the oversubscribed SpaceX listing from IPOs all over the world? We think much of it is hype more than quality, which is an emerging trend among stock markets. This episode also looks at the Japanese yen trading... Read More →
Oil supply and fiscal power both running dry in Southeast Asia
Developing ASEAN economies are among those suffering the most due to the ongoing global oil supply crisis, disrupting their growth momentum for the year.