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.
Next Week in China: 20-24 October 2025
Next week is set to be significant for economic data releases in China, including third-quarter GDP figures. Beyond the data, the Fourth Plenary Session of the 20th Central Committee will draw considerable attention, particularly the review of the economy’s Five-Year Plan.
Sound Economies with Mel & Peter: 16 October 2025
We are seeing a stock market correction with a steeper drop for tech and AI shares versus other industries. We recommend maintaining an overweight, well-considered risk position — we explain how in this episode. We also tackle the Philippines’ missed... Read More →
Southeast Asian bonds are in demand once again
Conditions have grown more favourable for Southeast Asian bond issuers this 2025, buoyed by lower interest rates and calmer market sentiment.
Indonesia turns tariffs from threats to treats
Negotiations with the US brought down tariffs on Indonesian goods from 32 to 19 per cent, at the cost of removing duties on US imports. Can Indonesia redirect trade elsewhere to cut its losses?
Foreign tourists and the waning affection for the Philippines
Have international travellers grown to “love the Philippines” as the country’s tourism tagline suggests? Not as much, it appears.
Malaysia looks to boost its defence industry
Malaysian Prime Minister Anwar Ibrahim is calling upon the Ministry of Defence and industry players to boost the country’s defence research and development ecosystem. Can this pull in significant investments?
Weathering Thailand’s economic slump with retail
Thailand’s plan to stimulate the economy through consumer spending came to a halt with higher US tariffs. How will the retail sector find its way forward?