How to beat the heat – Sound Economies with Mel & Peter, 24 September 2026

A severe El Niño is set to compound challenges faced by Developing Asia, but countries well into the AI supply chain may feel less burdened. As our podcast marks its second year, we also assess potential gains from a Philippines-EU free trade deal, OECD’s warning over rising bond yields, and the stormy autumn descending upon Germany and France.

Timestamp:

(00:00) – Episode rundown
(00:25) – Intro
(00:54) – Quick updates
(02:50) – ADB warns of extreme drought dampening Asia growth prospects
(08:39) – Philippines and EU one step closer to a free trade agreement
(14:01) – OECD on rising bond yields, public debt
(17:17) – Political shakeups in Germany and France
(27:01) – Our global outlook
(29:20) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(29:50) – Lundgreen’s Capital – Next big step: IPO in 2 years

“Sound Economies with Mel & Peter” is a weekly podcast where our founding CEO Peter Lundgreen and Manila-based Chief Economist for Southeast Asia and China Mel Lopez discuss what’s happening in economies around the world and their views of the global financial markets.

Tune in to this episode on Spotify, YouTube, and wherever you listen to podcasts.