Podcasts

More Asian brands are boldly expanding in the US alongside record debt issuances across emerging markets in the first half of 2025. We think these are clear signs that investors are dumping US assets in search for better margins. In... Read More →

There’s a slowdown of listing activity in Asia Pacific for the first half of 2025 amid heightened market uncertainty, but we believe that IPO-ready companies should proceed with their plans. We also look at China requiring auto makers to use... Read More →

The oil price spike over the past week was a knee-jerk reaction of the market to the escalation of attacks between Iran and Israel, but we think that most of it is speculative. We explain why we think the rising... Read More →

US and China have reached an agreement to scale down the tariff war, but we see that China-focused investors pay closer attention to domestic concerns over global trade shifts. We also talk about China’s sovereign fund interfering in the stock... Read More →

The OECD has pointed to increasing nervousness towards US assets as it cut global growth forecasts thanks to the tariff war. This matches our tempered house view towards US investments, which we think are less attractive now. We also talk... Read More →

The European Central Bank painted a grim picture as it warned that credit spreads are out of sync with market risks, but we disagree. We explain more in this episode, where we also look at a mega-meeting of central bankers... Read More →

The US losing its top-grade credit rating did not come as a surprise, but concerns are mounting as Trump’s tax reform bill will pad the already mounting federal debt. In this episode, we also talk about Japan’s economy, which is... Read More →

US and China delivered a pleasant surprise from its weekend negotiations by delivering sharp tariff reductions. We explain why Chinese stocks didn’t rejoice as much as US indices in this episode. We also look at the disappointing pronouncements from new... Read More →

New deals are seeking to reshape global trade, some more impactful than the rest. The spotlight is on the UK for this episode as it makes good progress on trade agreements with India and the US. We also talk about... Read More →

In this episode, we celebrate the recent achievement of our Lundgreen’s Invest – China Fund and share how we manage our Lipper Award-winning Chinese equity portfolio. We look to Southeast Asia as it expands tourism revenues through digital nomad visas.... Read More →