Oil higher for longer – Sound Economies with Mel & Peter, 7 May 2026
The Asian Development Bank advises governments to wind down blanket subsidies even as oil prices stay elevated, citing the need to preserve/keep fiscal buffers beyond this crisis. This episode also looks at trade ties between Japan and Latin America, rising... Read More →
Trump synonymous to value destruction
US policies under Donald Trump have rattled global markets over the past year, but the greatest pain has been dealt at home.
Brazil stocks find stable ground to grow
As local investors regain confidence in the stock market, global uncertainties have created an opportunity for Brazil to be a hot spot for foreign investors.
Consistent growth remains elusive for the British economy
UK’s growth last year looked promising compared to its peers, but it has yet to find its footing to sustain such a pace.
Germany is still waiting for Godot
It has been a year since the coalition and the election of Chancellor Friedrich Merz with his promise of a fresh start, but we have yet to see this big reform.
Welcoming the Eurozone to the global middle class
The global middle class is growing every day. Though the trend will intensify, some households will continue to win while others will feel even more pressure.
India’s big AI play
India is positioning itself as Asia’s hub for artificial intelligence systems, which may sound ironic given its labour surplus and the potential job displacements that may occur.
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.