Let’s talk private credit – Sound Economies with Mel & Peter, 12 March 2026
More family offices based in Hong Kong are diversifying investments into private equity, which we see as a smart move. This episode also considers a projected rise in default rates for private credit, as well as the outlook for oil... Read More →
ASEAN misses out on AI wave
Southeast Asian economies are riding high on rapid growth but have yet to unlock a stronger rally in share prices with only a limited lift from artificial intelligence.
Indonesia stock market collapse and the need for market reforms
MSCI’s recent announcement of a possible downgrade for Indonesia has triggered capital flight as investors grew instantly nervous. The government has so far acknowledged the warning with reform proposals, but whether it works or not is the question they must face.
Rate cuts alone will not save Philippine GDP growth
The Philippine central bank slashed interest rates from 6.5 per cent to 4.25 per cent over the past two years to spur economic activity, but it cannot do the heavy lifting by itself.
Unearthing the potential of Malaysia’s minerals
Malaysia is looking to be a bigger supplier of rare earth minerals globally as it presents itself as an alternative to China. The challenge is to sustain the momentum.
Thailand’s search for political and economic stability
Thailand’s February election concluded with the landslide victory of Bhumjaithai party led by Prime Minister Anutin Charnvirakul. It is now up to him to steer the Thai economy towards stability.
China tests its stride for the Year of the Horse
What awaits the Chinese economy this new year amid wobbly domestic consumption and a highly uncertain global market?
China builds up its defences
China is pouring substantial resources to modernise its military as it builds up its geopolitical might and economic influence in the world stage.
China’s quest for semiconductor self-reliance
As far as high-tech manufacturing is concerned, China wants to build a one-way street: it seeks self-sufficiency in semiconductors while maintaining its position as a major global exporter.
China and ASEAN Quarterly Q1 2026
As we extend our wishes for prosperity this New Year, we evaluate major economic and social trends in the region in our newest China and ASEAN Quarterly magazine.