Investments in Defence: Our breakthroughs in the first 15 months
In this interview with Lundgreen’s Investor Insights, Founding CEO Peter Lundgreen gives an in-depth interview on his experience with investments in defence companies.
Indonesian stocks, rupiah pressured on all fronts
The Indonesian market appears to be in trouble: stocks hit the circuit breakers twice in the first four months of 2025 while the rupiah is crashing. Challenges withstanding, can the Prabowo government capitalize on this currency decline?
Next Week in China: 9-13 June 2025
After the Dragon Boat Festival holiday, next week will be significant for mainland China with seven economic data releases lined up.
Sound Economies with Mel & Peter: 5 June 2025
The OECD has pointed to increasing nervousness towards US assets as it cut global growth forecasts thanks to the tariff war. This matches our tempered house view towards US investments, which we think are less attractive now. We also talk... Read More →
Next Week in China: 2-6 June 2025
Next week, only three major data releases are scheduled for mainland China: two Caixin PMI reports and one macroeconomic report.
Sound Economies with Mel & Peter: 28 May 2025
The European Central Bank painted a grim picture as it warned that credit spreads are out of sync with market risks, but we disagree. We explain more in this episode, where we also look at a mega-meeting of central bankers... Read More →
Recharging the Philippines’ electronics exports
The Philippines’ biggest export, electronic products, has seen two straight years of decline. What will it take to revitalize its growth amid a renewed global trade war?
China and ASEAN Quarterly Q2 2025
We present to you the newest issue of our China & ASEAN Quarterly magazine.
Global trade woes reveal China’s standout sectors
China is again at loggerheads with the US as President Donald Trump is adamant on continuing his high-stakes tariff war. We look at the winners and losers in this scenario.
Thailand’s digital economy powering a financial renaissance
Thailand is banking on its quick adoption of digital solutions to attract more investments and support faster growth in its digital economy.