Playing checkers with China stocks – Sound Economies with Mel & Peter, 4 June 2026
Chinese equities are becoming more attractive among global investors and family offices. At home, however, the state is cracking down on outbound equity investments. This episode, we also raise concern about Japan’s new debt for continued oil price subsidies and the rising popularity of convertible bonds in the US.
Timestamp:
(00:00) – Episode rundown
(00:20) – Intro
(00:48) – Quick updates
(02:18) – New supplementary budget in Japan builds on growing debt
(07:12) – More international investors rebalancing towards China stocks
(12:16) – Chinese government cracks down on US equity investments
(16:40) – Warning signs for US convertible bonds
(22:15) – Our global outlook
“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.
