Our Insights

The shifting tectonic plates of the global economy, characterised by persistent trade fragmentation and the imperative of supply chain diversification, have elevated the Association of Southeast Asian Nations (ASEAN) into a new and definitive role: the "connector economy".

Malaysia's healthy growth is finally being reflected in a post-Covid construction pickup.

We've charted the correlation of property and construction stocks on the Kuala Lumpur exchange (Bursa Malaysia) with new starts for residential property and retail space.

Chancellor Rachel Reeves will present the UK’s budget on Nov. 26. At the heart of her challenge is maintaining fiscal discipline while stimulating growth at a time of economic malaise.