Small but mighty stocks – Sound Economies with Mel & Peter, 16 July 2026

Markets are likely to feel more nervous in the coming weeks as US-Iran tensions flare again, this time in the face of depleting global oil reserves. We still expect an end to the conflict soon but jitters will prevail over the next month. We see some hope in US small-cap stocks and upcoming big-ticket IPOs in China like DeepSeek and Shein despite softer GDP growth data.

Timestamp:

(00:00) – Episode rundown
(00:22) – Intro
(00:50) – Quick updates
(02:15) – China GDP growth numbers ease in Q2
(10:26) – Anticipation for big-ticket Chinese IPOs
(19:23) – Upswing of oil prices
(20:51) – US small caps on the rise
(22:44) – Our global outlook
(26:13) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(26:44) – 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.

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