Investing in Thailand’s digital transformation with data centres
Thailand continues to invest in building data centres as it seeks to become Southeast Asia’s main digital hub. The race to establish Southeast Asia’s central hub for data centres has been accelerating. Delays on Singapore’s new data centres in 2019... Read More →
The failings of the German education system
The last few years have shown the decline of German proficiency based on standardised student tests. If the country can address this problem within its education system, it may unlock massive economic growth over time. When talking about the state... 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. Brazil is gearing up towards its presidential elections in October 2026 in which President Luiz Inácio... 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... Read More →
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. A year has... 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. Internationally known for its large manufacturing sector with its reputation as a manufacturing powerhouse, Germany’s industrial base has provided stable incomes for households and... 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. In December, the Malaysian parliament postponed the discussion for... Read More →
Thailand throws a lifeline to SMEs for much-needed economic boost
Thai businesses have been lagging behind in innovation compared to its ASEAN peers. In particular, small enterprises have been struggling financially to the point of some closing shop. Since Thailand’s general election last May 2023, its real GDP growth rate... Read More →
Higher borrowing costs threaten the UK’s 2026 budget
The UK’s fiscal deficit shows no sign of narrowing as government expenses continue to outpace tax revenues. September 2025 recorded the highest yield on the UK’s 30-year bonds since 1998. The bonds, also called gilts, were priced at 5.72 per... Read More →
Green tech might do more than save Germany’s environment
Solely focusing on climate change adaptation obscures the view about green tech’s ability to push the German economy forward. “So that solar and wind do not destroy our homeland” reads one of the election campaign posters of a German political... Read More →