UK’s budget conundrum
The United Kingdom is at a crossroads as it seeks to contain its ballooning public debt while raising additional funds to sustain social services.
Kick-starting the German economy on a grant
The German economy has contracted since 2023, and the outlook has become even worse for this year. Debt-driven growth will change the situation for some time, but something is fundamentally wrong – and nobody talks about it.
Greece is leading the way
The Draghi report concluded that the EU is completely behind in international competitiveness, but Greece is showing the way forward in boosting labour productivity.
India getting back to high growth gear with tax cuts
The Indian government is looking to perk up economic growth by handing USD 12 billion in disposable income to middle-class citizens to boost consumption.
Global Quarterly Q1 2025
We present our latest Global Quarterly magazine from Lundgreen’s Investor Insights, where we look at emerging developments concerning the world’s biggest economies that collectively account for two-thirds of global GDP.
The yen’s value amid a tale of two elections
The Japanese yen has long been regarded as a safe haven currency. Will this remain true in the face of increased market uncertainty?
The Chinese renminbi in an era of loose monetary policy
China’s central bank faces two seemingly conflicting tasks for 2025: keeping interest rates low to spur faster economic growth while preventing sharp swings in the exchange rate.
The future of bonds and Big Tech under Trump
Will the tech-driven US stock market rally be sustained in 2025 or will it be cut short?
Next Week in China: 31 March-4 April
Next week will be a quiet week for major data releases, save for PMI data which captures the current state of the manufacturing and service sectors. In addition to this, the 2025 Zhongguancun Forum, held from 27-31 March, is also worth some attention.
Sound Economies with Mel & Peter: 27 March 2025
Are global investors reconsidering China? We discuss in this episode the attendance of several foreign business leaders in a weekend development forum in Beijing, as well as a fear of an “AI bubble” in the US. Meanwhile, more investment houses... Read More →