The Philippines’ way forward with China amid sea dispute
China remains the Philippines’ largest trading partner and a key source of financing for public infrastructure projects. However, China is also Manila’s biggest rival in the South China Sea. How do they strike a balance between geopolitics and economics?
Indonesia is betting big on the EV industry
The Indonesian government wants to race ahead in the EV industry by offering even more tax incentives to companies that will set up production plants for batteries and other EV parts in the country. However, onshore demand for EV units remains low compared to the rest of the world.
Who’s afraid of Southeast Asia’s weak currencies?
Southeast Asian economies are facing some threat amid warning signs of a currency crisis, but we think there’s no reason to be deeply worried.
Next Week in China: 2-6 September 2024
There will be no major economic data releases from mainland China to begin September. However, the Purchasing Managers’ Index (PMI) statistics from Caixin, which focuses on smaller private firms, also warrant attention as a supplement to the official government PMI data.
Propping up Malaysia’s economy amid weaker ringgit, unyielding interest rates
The weakened Malaysian ringgit and unchanged interest rates have not hampered the government's efforts to strengthen the country's economy.
Market Views on the Upcoming US Elections Rematch
This is Lundgreen’s Investor Insights’ podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. In this episode, our founding CEO, Peter Lundgreen, gives his take of the... Read More →
The Perspective on Global Interest Rates
This is Lundgreen’s Investor Insights’ podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. For this month’s episode, our founding CEO, Peter Lundgreen, gives his perspective on... Read More →
Germany’s Negative GDP Growth in 2023
This is Lundgreen’s Investor Insights’ podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. In this month’s episode, our founding CEO, Peter Lundgreen, takes a look at... Read More →
Thriving Brazilian agriculture builds new pathways through capital markets
Brazil’s agribusiness has evolved the country into a powerhouse, making it a leading producer and exporter of agricultural products. The sector promises to reshape the country’s economic dynamics and offer investors new pathways to long-term growth and prosperity.
The Growing Concerns in Global Geopolitics
This is Lundgreen’s Investor Insights’ podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. For this year’s final episode, founding CEO, Peter Lundgreen, talks about the recent... Read More →