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 Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Global Daily: Don't Count on It
US equities closed mixed on Thursday, despite solid leads from European markets where all of the major indices closed higher...
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
Global Daily: EU and Whose Army?
Bonds and equities rallied on Friday and Brent crude prices fell by more than 1% as markets digested the details of a 28-point peace plan drafted by US and Russian...
Exclusive What’s on the menu? Foodservice update Q4 2025
Some foodservice brands are outperforming the market in 2025 by focusing on customer needs, operational excellence, and delivering clear value.
Lower the steaks, raise the stakes
US stocks closed mixed on Friday to cap off a week where concerns over valuations caused substantial wobbles...
Exclusive Blueberry update 2025: Unlocking demand to match expanding supply
Blueberry demand continues to grow globally as supply diversifies. Snacking trends, and industry shifts toward scale, genetics, and year-round supply shape the future.
Exclusive Soft drinks: Cost of goods sold dashboard 2H 2025
Soft Drinks COGS remain stable overall, but volatility in categories and inputs persists. Tariffs and climate risks stress the need for flexibility and diversification.
Global Daily: Master of the House
Markets last week were understandably in risk-on mode in reaction to the sit-down meeting between Presidents Trump and Xi on the sidelines of the APEC conference...
Exclusive Pulse check: Global pulse industry trends and outlook
Global pulses face market volatility, shifting trade routes, and rising innovation as consumer demand and policy reshape the industry worldwide.
