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.
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
Global Daily: Burning the Bridgeheads
2-year Treasury yields closed 4.4bps higher at 3.53% on Friday after December non-farm payrolls showed the unemployment rate falling to 4.4% and wage growth accelerating.
New Chinese beef import quotas and their impact on Australia and New Zealand
On 31 December the Chinese government announced new beef import quotas.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Global outlook 2026: New rules, different economy
Although 2026 may initially appear to be a more stable year, geopolitical risks remain a defining factor.
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.
