Sound Economies with Mel & Peter: 6 November 2025

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Bill Gates changed his approach towards climate change interventions, and we are weighing in. We also explore two contrasting growth paths: India with two tax cuts this year, and Germany with more family businesses eyeing layoffs. Finally, we look at what’s fueling emerging market stocks during their best rally since 1993.

Time stamps:
00:00 – Start
00:55 – Quick updates
03:06 – The latest on global markets
04:11 – India’s tax cuts
11:40 – Outlook of family businesses in Germany
19:00 – Rallying emerging markets stocks
24:46 – Bill Gates’ shift on climate change intervention
32:23 – Our global outlook

“Sound Economies with Mel & Peter” is a weekly podcast show where our founding CEO Peter Lundgreen and Manila-based Chief Economist 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 Apple Podcasts.

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