Articles
ASEAN feels the Hormuz pinch while bond markets flash tightening signals
The oil supply shock is rippling through Southeast Asia. Countries dependent on imported energy are most at risk; the Philippines is taking the hardest hit. The archipelago historically sees some of the strongest "pass-through" effects.
Articles
Growing Saudi-China ties go beyond oil
As the closure of the Strait of Hormuz puts trade connections in focus, we've visualized how China's ties to Persian Gulf oil exporters have deepened.
Articles
FDI in Thailand: not just increasingly Chinese, but digital as much as manufacturing
Traditionally, Japan was Thailand's biggest foreign investor. Automakers such as Toyota and electronics companies like Panasonic were notable for having long-standing supply-chain linkages between their Thai and Japanese facilities.
Articles
Pivot to high tech leads investment, while Chinese consumers prioritize experiences over shopping
China released upbeat economic figures that beat expectations, driven by an uptick in investment and domestic consumption. But this is not a simple story of broad-based recovery.
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.
Articles
ASEAN currencies have been resilient despite the oil spike
With many Asian countries dependent on oil imported from the Persian Gulf, we're examining how currencies in the ASEAN bloc have reacted to the current geopolitical crisis.