Fuelling Japan’s growth recovery amid demographic crises
Japan’s demographic decline represents not only an urgent fiscal challenge but also an opportunity to push global innovation in healthcare technologies.
Next Week in China: 19-23 May 2025
Next week will be significant for China in terms of data releases, as it will include economic data points that were originally scheduled for last week.
Sound Economies with Mel & Peter: 15 May 2025
US and China delivered a pleasant surprise from its weekend negotiations by delivering sharp tariff reductions. We explain why Chinese stocks didn’t rejoice as much as US indices in this episode. We also look at the disappointing pronouncements from new... Read More →
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.