China’s consumption pitch met with reluctance
If direct subsidies have been unable to substantially lift China’s domestic consumption, what will?
Japanese banks in a higher-yield world
Recent changes in Japan’s fiscal and monetary policies have altered market dynamics. Whether Japanese banks will benefit from these developments or not remains to be seen.
Global Quarterly Q1 2026
This publication could not come at a better time as we are right in the middle of yet another market disruptor.
Next Week in China: 4-8 May 2026
The pace of major data releases is set to normalise in the coming week. Mainland China’s equity markets will remain closed on 4 and 5 May for an extended Labour Day public holiday.
Of taxes and household buys – Sound Economies with Mel & Peter, 30 April 2026
The income gap between mature and emerging markets is narrowing – apart from GDP growth, income tax rates are squeezing people’s purchasing power. This episode also looks at some wins and losses for China’s economy, and the UAE’s departure from... Read More →
Next Week in China: 27 April-1 May 2026
The pace of major data releases is set to normalise in the coming weeks. On 1 May, the Hong Kong, Mainland China, and Taiwan stock exchanges will be closed for the Labour Day public holiday.
Can’t have your cake – Sound Economies with Mel & Peter, 23 April 2026
China’s price war problem has spread to online food orders, putting attempts to perk up domestic consumption at risk. Episode 80 also looks at MSCI’s delisting of two Indonesian stocks, Japan lifting its export ban on weaponry, and shifts in... Read More →
Malaysia’s tech push for digital banking
Digital banks in Malaysia have been accelerating upgrades to its systems, a move expected to attract new users and increase profits.
Next Week in China: 20-24 April 2026
It is going to be a relatively quiet week for Mainland China in terms of major economic data releases, with the LPR fixing and routine open market operations the key items on the policy calendar.
Weak growth is beyond oil – Sound Economies with Mel & Peter, 16 April 2026
The IMF sees softer global growth amid the oil supply shock, but we look beyond this crisis for signs and find that domestic conditions spell the difference across economies. This episode, we also look at Trump’s forecast of prolonged high... Read More →