Reports
Manufacturing in Milei’s Argentina is making a slow comeback
Javier Milei was in the news again this week, delivering a fiery speech at the United Nations. As Argentina's free-marketeer president approaches the end of his first year in power, austerity measures, a liberalized exchange rate, and the abandonment of rent and price controls have all had a strong impact.
Reports
Malaysian electric vehicle registrations are soaring
Like many countries, Malaysia wants to promote electric-vehicle adoption as part of its climate goals. During 2022, buyers of EVs received considerable tax relief: first, exemption from road tax, and then complete exemptions from import duties, excise duties, and sales tax.
Reports
Aussie inflation is slowing, but concerns remain
Australia's central bankers were global outliers in 2024. While many of their counterparts in the G20 discussed rate cuts, the Reserve Bank of Australia continued to make hawkish noises, concerned about stubborn inflation.
Reports
Equity inflows mirror property and construction metrics in Singapore
We're continually tapping fund-flow data from our partners at EPFR to demonstrate how asset-allocation decisions, with their implications of heightened or waning confidence in an economy, can have a predictive relationship with bottom-up metrics.
Reports
Soaring cocoa, coffee and tea prices might not stabilize until 2025
Global commodity inflation is mostly in retreat, but aficionados of some of the world's favourite legal stimulants have yet to feel any relief.
Reports
How Brazil's El Nino-hit soy harvest drove down shipping demand
Producers of global agricultural commodities face a complex environment that changes every year. Weather conditions, demand, and prices for inputs like fuel and fertilizer are all volatile.
Reports
US manufacturing: a long road to reshoring
Trade and industrial policy remains in focus in the countdown to the presidential election. Former President Trump has long advocated for repatriating American manufacturing; Vice-President Harris vows to continue efforts to bolster supply chains with more "onshoring."
Reports
Equity fund flows to Malaysia and Fed loosening are supporting the ringgit
Inflows to a nation's bond and stock markets can significantly influence exchange rates. We can explore this trend in Malaysia and the broader ASEAN-6 bloc thanks to our partnership with EPFR and its wealth of data on fund flows and asset allocation.
Reports
An aging population in Brazil means fiscal stress
Aging populations are putting stress on social systems across developed markets, but Brazil is seeing similar demographic tendencies.
Reports
Apple in China: who sells the most iPhones?
Amid the fanfare of Apple’s latest product reveal, we charted iPhone sales at some of the most popular online retailers in China.
Reports
How Indonesia fund flows correlate with higher prices for commodities
Indonesia is one of the world's largest exporters of key commodities such as coal, palm oil and nickel.
Reports
The gold-Treasury yield relationship was briefly interrupted this year
The long-delayed Federal Reserve "pivot" has been the story of monetary policy over the past year.