China and ASEAN Quarterly Q4 2025
On behalf of our team at Lundgreen’s Investor Insights, we extend our early greetings ahead of the holiday season.
China digs deep to bolster global dominance
China has silently dominated the extraction and processing of rare earth minerals, which are in demand globally for phone, car, and even missile production.
Next Week in China: 15-19 December 2025
Next week, China returns to a more typical rhythm for economic data releases with eight economic indicators and a press conference on the economy lined up.
Sound Economies with Mel & Peter: 11 December 2025
We are at the second to the last episode of this year. This time, we observe the US dollar was on a losing streak in 2025, and we expect this to persist into the new year amid heightened uncertainty in... Read More →
Higher borrowing costs threaten the UK’s 2026 budget
The UK’s fiscal deficit shows no sign of narrowing as government expenses continue to outpace tax revenues.
Next Week in China: 8-12 December 2025
Next week marks a return to a more typical pace for economic data releases, with seven key indicators lined up in mainland China.
Sound Economies with Mel & Peter: 4 December 2025
Financial markets will face greater volatility in 2026, and we think it will be more challenging for investors. We look at what’s ahead for US and Japan in this episode, as well as India’s record IPOs and China’s dominance in... Read More →
Green tech might do more than save Germany’s environment
Solely focusing on climate change adaptation obscures the view about green tech’s ability to push the German economy forward.
Next Week in China: 1-5 December 2025
Next week continues to be relatively quiet on the data front, with few major releases scheduled for Chinese markets. As we move into December, it is worth reviewing fiscal developments from January through October.
Sound Economies with Mel & Peter: 27 November 2025
US consumers are getting even more squeezed, and we are not surprised. This is likely to trigger successive rate cuts from the Fed, which we discuss in this episode. We also look at Saudi Arabia targeting wealthy Asians as it... Read More →