Articles
Fertilizers: Watching Brazil's daily prices for warnings of potential global food inflation
The implications of the Persian Gulf conflict extend to fertilizers: shortages are a potential threat to food affordability. This has become a key industry for Gulf countries seeking to make use of abundant gas reserves. (Nitrogen fertilizer requires large amounts of gas-derived hydrogen; the conflict is also depriving non-Gulf producers of seaborne gas supplies.)
Articles
APAC's oil-driven macro hit from the Strait of Hormuz closure
As oil prices surge past USD 100 a barrel, Donald Trump has vowed to reopen the Strait of Hormuz to global shipping traffic -- but US officials have warned that a successful outcome could take weeks.
Articles
Indonesia's new capital: mapping a development boom
Indonesia is building a new capital. The construction of Nusantara aims to spearhead regional development as the administrative apparatus is relocated from congested Jakarta.
Articles
China's inflation uptick as "Two Sessions" favors consumer-driven growth
China recently concluded its "Two Sessions" meetings, a key forum for policy-setting. Like last year, domestic-driven demand and consumption are being targeted.
Articles
London's housing unaffordability persists despite rate relief and flat market
London property is getting cheaper, but that has resulted in limited relief for first-time homebuyers.