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.
China and ASEAN Quarterly Q3 2025
We are proud to share with you this latest edition where we shine the spotlight on domestic retail sectors across key economies in the region.
Brazil’s small-cap stocks shine amid political risks
Strong domestic momentum and improving fiscal perception are boosting small-cap stocks in Brazil, but high interest rates, political uncertainty, and trade tensions still weigh heavily on the investment landscape.