Thailand is betting big on the casino industry
Thailand is seen with potential to surpass Singapore and become the third largest gambling market globally after Las Vegas and Macau, but can the economy hit the jackpot with casino revenues?
Next Week in China: 12-16 May 2025
By convention, the Chinese government is scheduled to release data on total retail sales, fixed asset investment, and related indices next week. However, due to last week’s long holiday, these major data releases have been postponed to the week after next.
Sound Economies with Mel & Peter: 8 May 2025
New deals are seeking to reshape global trade, some more impactful than the rest. The spotlight is on the UK for this episode as it makes good progress on trade agreements with India and the US. We also talk about... Read More →
Japan’s outward FDI under geopolitical uncertainty
As geopolitical uncertainty continues to reshape the global investment landscape, Japan adapts by realigning its investments towards high-growth emerging markets while it competes with China’s might.
Next Week in China: 5-9 May 2025
Next week will be significant in terms of major data releases, with 10 economic reports expected for mainland China.
Sound Economies with Mel & Peter: 30 April 2025
In this episode, we celebrate the recent achievement of our Lundgreen’s Invest – China Fund and share how we manage our Lipper Award-winning Chinese equity portfolio. We look to Southeast Asia as it expands tourism revenues through digital nomad visas.... Read More →
Brazil confronts a fiscal crossroads
Market concerns remain high despite a sizeable reduction in Brazil’s fiscal deficit. Sustaining a balanced budget appears challenging with inflation trending above target, rising interest rates, and a new tax reform plan on the table.
Next Week in China: 28 April-2 May 2025
The coming week is expected to be relatively quiet in terms of major data releases for Mainland China. However, economic data for April will be interesting to monitor given the significant volatility caused by Trump’s series of reciprocal tariffs.
Sound Economies with Mel & Peter: 24 April 2025
The International Monetary Fund sees weaker global growth and rising inflation, the latter a more pronounced problem in the US than elsewhere. In our 30th episode, we discuss how the Fed is facing tougher times in setting policy rates, a... Read More →
Will Japan see a Renaissance in the semiconductor race?
The Japanese government seeks to revive its old glory in the semiconductor space, seeing that the industry is too vital to remain a purely private sector affair and is crucial to economic security.