Asia
Follow the latest economic developments from across Asia, including China, India, and Southeast Asia. Get insights from local experts specializing in food and agribusiness, macroeconomics, and more.
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.
Global Daily: Schrodinger's Market
Erwin Schrodinger famously proposed a thought experiment to illustrate the apparent absurdity of quantum mechanics when applied to the macroscopic world...
Exclusive Energy Charts of the Week
A short energy update
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Global Daily: Bridge Day
As traders return from the Easter break markets are again counting down to an ultimatum deadline set by President Trump...
Global Daily: April Fools and the Last Supper
Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other...
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.
Global Daily: It Takes Two to TACO
The Iran war rages on and energy importers in Asia continue to look nervously at their ‘days cover’ dashboards for liquid fuels...
Global Daily: Look to America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalised.
Global Daily: The Wrath of Kharg
Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war...
