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?
The steady and stable rise of China stocks
The jury is still out on the fate of Chinese equities: is it in the middle of a slow bull market or will the surging valuations burst soon?
China’s prices can’t be too cheap
The Chinese government is aggressively battling price wars waged by producers of solar panels and electric cars, with intense competition already eating into producer profits.
China hit with baby fever
For 35 years, it was state policy to limit the number of children that Chinese couples may have. Now, the tables have turned.