The Philippines’ way forward with China amid sea dispute
China remains the Philippines’ largest trading partner and a key source of financing for public infrastructure projects. However, China is also Manila’s biggest rival in the South China Sea. How do they strike a balance between geopolitics and economics?
Indonesia is betting big on the EV industry
The Indonesian government wants to race ahead in the EV industry by offering even more tax incentives to companies that will set up production plants for batteries and other EV parts in the country. However, onshore demand for EV units remains low compared to the rest of the world.
Who’s afraid of Southeast Asia’s weak currencies?
Southeast Asian economies are facing some threat amid warning signs of a currency crisis, but we think there’s no reason to be deeply worried.
Next Week in China: 2-6 September 2024
There will be no major economic data releases from mainland China to begin September. However, the Purchasing Managers’ Index (PMI) statistics from Caixin, which focuses on smaller private firms, also warrant attention as a supplement to the official government PMI data.
ASEAN as an investment destination
For this episode, our founding CEO, Peter Lundgreen, talked about how the Southeast Asian region has been growing as an investment destination.
Propping up Malaysia’s economy amid weaker ringgit, unyielding interest rates
The weakened Malaysian ringgit and unchanged interest rates have not hampered the government's efforts to strengthen the country's economy.
Market Views on the Upcoming US Elections Rematch
This is Lundgreen’s Investor Insights’ podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. In this episode, our founding CEO, Peter Lundgreen, gives his take of the... Read More →
The Perspective on Global Interest Rates
This is Lundgreen’s Investor Insights’ podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. For this month’s episode, our founding CEO, Peter Lundgreen, gives his perspective on... Read More →
Southeast Asia’s growth momentum can weather El Niño
Economies in Southeast Asia have to weather the persistent threat of El Niño on top of elevated inflation and weaker global demand as China’s economy continues to lose steam in 2024.
Can Thailand buy its way out of a growth slump?
Thailand plans to hand out THB 10,000 to 50 million citizens to boost its economy from its post-pandemic slump.