India treads a diplomatic tightrope
India must tread carefully as it navigates a balance between geopolitical relations with the US and China, which has been soured by its entanglements with Russia.
Summer ends, prices rise: Japan’s uptick in inflation
With subsidies expiring, core prices climbing, and the Bank of Japan hesitating to tighten rates, investors must now navigate an economy where both policy and price dynamics are shifting all at once.
Global Quarterly Q4 2025
On behalf of our team at Lundgreen’s Investor Insights, we wish you a happy holidays!
Next Week in China: 22-26 December 2025
Next week will be relatively quiet on the data front as the holiday season approaches. The Hong Kong Exchange will operate half day on 24 December, while trading will be closed on 25 and 26 December.
Sound Economies with Mel & Peter: 18 December 2025
The German government wants to attract private capital with a EUR 130 billion investment fund, but we disagree with this strategy. On our last episode for 2025, we take the latest US jobs report as another confirmation of the economy’s... Read More →
When neglect triggers unrest: ASEAN’s uprising
Protests have spread like wildfire across economies in Asia as civil unrest over bad governance, corruption, and high cost of living is escalating.
Building up Indonesian optimism
It has been a rough year for Indonesia under President Prabowo Subianto’s leadership. However, his risky policies seem to be paying off as homegrown businesses and franchising activity are booming.
Roadblocks to Philippine listings
The Philippine economy has emerged as among the world’s growth leaders, but the domestic stock market has been unable to ride the wave as long-standing issues turn investors away.
Keeping Malaysia’s budget on track
In 2023, Malaysia introduced the Public Finance and Fiscal Responsibility Bill to avoid overspending. Can the national budget keep up with the people’s needs given this constraint?
Thailand doubles down on attracting foreign investments
Despite global uncertainty, political turmoil, and regional conflict, Thailand aims to capitalize on its core strengths to attract more foreign capital.