Sound Economies with Mel & Peter: 14 August 2025
It’s time for change at the US Fed: we now see a 50bp rate cut by September in response to softer economic activity and a weaker job market. In this episode, we also discuss a global oil oversupply, the US’... Read More →
Cascading opportunities in Brazil’s green energy transition
The rising prominence of renewables in Brazil’s power mix draws from both the nation's leadership and its potential to be a major market in the global green energy chain.
Next Week in China: 11-15 August 2025
Next week will also be a week with major economic data releases for mainland China, keeping the momentum from the current week.
Sound Economies with Mel & Peter: 7 August 2025
India is pressured to stop its purchases of Russian oil, but we do not see this triggering a surge in prices anytime soon. We also dive deeper into Q2 GDP numbers for Indonesia and the Philippines, review resilient startups across... Read More →
Deriving healthy returns from Japan’s healthcare innovation
Faced with demographic decline, Japan is rewriting the script on healthcare resilience and exportable innovation.
Next Week in China: 4-8 August 2025
Next week, by convention, will be marked as a period of substantial data releases concerning the Chinese economy.
Sound Economies with Mel & Peter: 31 July 2025
This week, we challenge the ECB’s view that the Eurozone is in a good place after a meagre 0.1 per cent GDP growth in the second quarter. We also look behind the scenes to explain rising yields for long-term bonds... Read More →
Next Week in China: 28 July-1 August 2025
With next week being the last week of the month, major data releases for mainland China will be minimal by convention.
Sound Economies with Mel & Peter: 24 July 2025
Exciting times ahead as a heavily tariffed, more uncertain world will greet European investors as they return from the summer holiday. In this episode, we look at new trade deals with the US, with some countries given better rates than... Read More →
Thailand’s economy showing green shoots with clean energy
Thailand is on a quest towards a sustainable future powered by green energy sources. How big is the opportunity in this sector?