Next Week in China: 28 April-2 May 2025
The coming week is expected to be relatively quiet in terms of major data releases for Mainland China. However, economic data for April will be interesting to monitor given the significant volatility caused by Trump’s series of reciprocal tariffs.
Sound Economies with Mel & Peter: 24 April 2025
The International Monetary Fund sees weaker global growth and rising inflation, the latter a more pronounced problem in the US than elsewhere. In our 30th episode, we discuss how the Fed is facing tougher times in setting policy rates, a... Read More →
Will Japan see a Renaissance in the semiconductor race?
The Japanese government seeks to revive its old glory in the semiconductor space, seeing that the industry is too vital to remain a purely private sector affair and is crucial to economic security.
Next Week in China: 14-18 April 2025
There are 10 key economic reports scheduled for Mainland China in the coming week.
Islamic finance in Malaysia is sweetening with maturity
Islamic bank financing is forecast to capture almost 50 per cent of Malaysia’s total bank lending over the next decade. Meanwhile, the Islamic finance industry is projected to reach USD 6.7 trillion by 2027.
Sound Economies with Mel & Peter: 8 April 2025
We find that the world is changing at an unprecedented pace as Trump’s tariffs creating a “homemade” crisis for the American economy. Join us as we dissect the impact of Trump’s mega tariffs ahead of its 9 April enforcement, which... Read More →
Latin America amid the US’ intensified trade war
As the US escalates its trade war with new tariffs on key global partners, Latin American countries stand at a crossroads. Can the region turn these challenges into opportunities for economic diversification and growth?
Next Week in China: 7-11 April 2025
The next two weeks of April 2025 will be significant for major data releases concerning Mainland China.
Sound Economies with Mel & Peter: 3 April 2025
After a strong two-year run, we changed our risk allocation for US stocks from overweight to neutral in light of mounting uncertainties about the American economy, exacerbated by Trump’s new tariffs, and greatly prefer the inclusion of more alternative investments... Read More →
Gabriel Galípolo and the future of Brazil’s interest rates
Gabriel Galípolo has stepped in as Brazil's new central bank governor with inflationary pressures, fiscal challenges, and global uncertainties in tow. Can he balance high growth ambitions with monetary discipline?