Next Week in China: 9-13 March 2026
Next week will be an important one for China’s economic calendar, with seven major indicators scheduled for release.
Eyes on the Middle East and on China’s softer GDP outlook – Sound Economies with Mel & Peter, 5 March 2026
Markets plunged as the US and Israel launched attacks against Iran, though the more important question is: what happens after these military operations? We discuss possible outcomes in the globally important region. This episode, we also look at China’s 2026... Read More →
2025 showstoppers and 2026 market movers – Sound Economies with Mel & Peter, 27 February 2026
In this video podcast, we identify three show-stopping events of 2025 that will remain key market drivers this year. For one, the AI-driven stock market surge had been strong but was limited to certain economies. We ask: do you think... Read More →
Next Week in China: 2-6 March 2026
China’s data calendar will normalise next week as markets return from the Spring Festival break, placing renewed attention on the upcoming PMI releases and agenda-setting for the Chinese economy’s way forward.
Sound Economies with Mel & Peter: 19 February 2026
We flag some concerns in Southeast Asia: Indonesia’s USD 760 million planned consumption stimulus and initial hints of a crisis for the Philippine peso. We also look at more Chinese firms establishing homebases in Singapore, and an early exit planned... Read More →
Brazil’s upcoming elections and the return of political uncertainty
With Brazil in the middle of a polarising political scenario, investors face a challenging environment in the markets that currently favour more defensive strategies.
Next Week in China: 16-20 February 2026
The coming week is expected to be relatively quiet on the data front as the Chinese Lunar New Year holiday approaches.
Sound Economies with Mel & Peter: 12 February 2026
Markets rallied after Prime Minister Takaichi’s Liberal party dominated Japan’s lower house election, but we stay wary about bold fiscal expansions without sustainable funding. We also look at China getting ahead in the global chips race, US fast food giants... Read More →
Japan’s expansionary fiscal push is testing the market’s patience
They say that "a bird in hand is worth two in the bush", but Prime Minister Sanae Takaichi appears to believe the opposite: free the bird from its cage and trust that people will reward the gesture – and they did.
Indonesia’s lofty plans with Danantara
The launch of Indonesia’s new sovereign wealth fund, Danantara, has sparked debate as it draws funding from state-owned enterprises. Subianto’s government is painting it as a high-risk, high-reward fund to attract global investors and drive domestic growth.