Sound Economies with Mel & Peter: 13 November 2025
China’s domestic retail market is proving to be fiercely unique that even global giants like Starbucks and Burger King are finding hard to navigate. To us, this shows that investors seeking to cash in on China’s growth story should invest... Read More →
Aging infrastructure, aging society: The double burden of Japanese real estate
Japan’s property sector mirrors its demographic reality: as the population ages, so do the nation’s homes and infrastructure. While this poses fiscal risks, it also presents fresh opportunities.
Next Week in China: 10-14 November 2025
Next week brings a heavy slate of data releases for mainland China, with retail sales in focus.
Sound Economies with Mel & Peter: 6 November 2025
Bill Gates changed his approach towards climate change interventions, and we are weighing in. We also explore two contrasting growth paths: India with two tax cuts this year, and Germany with more family businesses eyeing layoffs. Finally, we look at... Read More →
Cultivating Indonesia’s humble agriculture sector
Despite domestic and international challenges, President Prabowo Subianto envisions Indonesia as self-sufficient in food production and push the agricultural industry forward. Can his administration cultivate the sector to further economic growth?
Next Week in China: 3-7 November 2025
As November approaches, market attention turns to inflation data for Mainland China.
Sound Economies with Mel & Peter: 29 October 2025
All eyes are on Trump’s weeklong expedition in Asia, but we find deals sealed excluding the US equally important like warmer China-India ties. This episode, we also look at the Fed’s expected rate cut, explain what’s keeping listing activity muted... Read More →
Video – Sound Economies with Mel & Peter: 24 October 2025
As we celebrate a year of Sound Economies with Mel & Peter, we look back at the megatrends we saw in early 2025 and evaluate how these have developed. We also identify some wildcards, such as the swift rebalancing of... Read More →
Next Week in China: 27-31 October 2025
Next week will be relatively quiet in terms of major data releases as October draws to a close, with only a few key indicators scheduled from Mainland China.
Gloomy clouds hound UK skies amid high inflation
Inflation in the UK continues to rise, further pushing the British economy into pessimism. Still, the Bank of England chooses to believe that this regime will be temporary.