Sound Economies with Mel & Peter: 19 June 2025
The oil price spike over the past week was a knee-jerk reaction of the market to the escalation of attacks between Iran and Israel, but we think that most of it is speculative. We explain why we think the rising... Read More →
Next Week in China: 16-20 June 2025
Next week will be a major week for data releases for mainland China with 10 economic data points scheduled.
Sound Economies with Mel & Peter: 11 June 2025
US and China have reached an agreement to scale down the tariff war, but we see that China-focused investors pay closer attention to domestic concerns over global trade shifts. We also talk about China’s sovereign fund interfering in the stock... Read More →
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?