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.
Next Week in China: 9-13 February 2026
The pace of major economic data releases is set to normalize entering the second week of February, offering a clearer read‑through on price dynamics and credit conditions across China’s markets.
Sound Economies with Mel & Peter: 5 February 2026
In this episode, we observe silver and gold prices plunge over the past week while China stocks saw a deep one-day slide. Though worrisome, we argue that these declines should not trigger panic among investors. We also weigh expectations regarding... Read More →
Next Week in China: 2-6 February 2026
Entering February, the coming week will be relatively quiet in terms of major data releases for mainland China.
Sound Economies with Mel & Peter: 29 January 2026
Trump’s wild rhetoric has claimed new victims: the US dollar, which suffered a continuing slide against the yen; and consumer confidence that has plunged to a 12-year low. This bolsters our forecast of a 10% slide for the dollar this... Read More →
How to deal with a deindustrialising Germany
Germany’s manufacturing sector is in a decline, but this might not be the country’s biggest problem.
Next Week in China: 26-30 January 2026
The pace of major economic data releases returns to normal as we enter the final stretch of January, with critical figures for 2025 set to be published.
Sound Economies with Mel & Peter: 22 January 2026
Trump is pushing the markets to new limits as he threatens a renewed tariff war with the EU over his quest to acquire Greenland – an attempt that would make life harder for investors and offer little gains for the... Read More →
Hitting the right timing for Malaysia’s property and construction markets
Recent changes to Malaysia’s Sales and Service Tax framework has affected the domestic property and construction sectors, resulting in some pessimism. Still, the government remains optimistic that both markets will thrive.
Next Week in China: 19-23 January 2026
Mid-January ramps up to a busy week of major data releases for mainland China as markets gather the final pieces to close out 2025 and assess how economies fared.