Easing China’s pace to refocus on quality
China’s growth momentum has been decelerating in recent years, with an expansion of below 5 per cent possible in 2026. Should this be concerning?
Chinese property developers not yet out of the woods
Listed real estate companies in China saw share prices surge in May 2026, but this is not the recovery that the market has been waiting for.
China steps up as the world’s sober big brother
Yields on Chinese government bonds have exhibited stability amid heightened market volatility, mirroring China’s evolving role in the global order.
Can Japan’s defence makers finally break through the global market?
Although far from becoming a major global arms exporter, Japan’s defence sector is starting to become more investible.
Next Week in China: 29 June-3 July 2026
The PMI data will be the main item on the economic calendar for China markets next week, with few data releases scheduled.
Hardly a reset – Sound Economies with Mel & Peter, 25 June 2026
Oil prices are back to pre-conflict levels amid good progress on US-Iran negotiations, yet financial markets and household lifestyles did not get a reset from the high costs the war brought on. We explore what’s next after high fuel prices,... Read More →
Defence fund secures quadruple exits in just two years, opens co-investment opportunity
The two-year alliance between Lundgreen’s Invest – High-Tech Defence Fund and Normark Defence has developed and sold four of its commercially advanced innovations to Omni Capabilities, eyeing high profit margins with 20-25 per cent still open to investors.
Next Week in China: 22-26 June 2026
Next week is expected to be relatively quiet in terms of major data releases for China markets. Attention will also be on the World Economic Forum’s 2026 “Summer Davos” event in Tianjin, which will focus on emerging economies and provide a platform for policymakers, business leaders, think tanks, and other participants to exchange views.
Hawks stepping up – Sound Economies with Mel & Peter, 18 June 2026
A hawkish US Federal Reserve is out to fight high inflation, which we see fueling greater volatility for the rest of 2026. We also look at disappointing consumption data in China, discuss expectations of faster gold accumulation by central banks,... Read More →
Hope springs eternal – says the Labour Party
Storms in the British market are changing winds both away and at home.