The income gap between mature and emerging markets is narrowing – apart from GDP growth, income tax rates are squeezing people’s purchasing power. This episode also looks at some wins and losses for China’s economy, and the UAE’s departure from the global oil cartel.

Join us on Wednesday, 6 May 2026 for “Big Bets on China AI Stocks”, a quarterly webinar hosted by our multi-awarded Lundgreen’s Invest – China Fund. The fund managers will discuss strategies to maximise returns amid global disruptions. Please register here: ⁠https://zoom.us/webinar/register/WN_julp5eMtRdeRr_NM6YlBIg#/registration

Timestamp:

(00:00) - Episode rundown

(00:12) - Intro

(00:40) - Quick updates

(02:01) - Positive change in China's credit rating outlook

(08:10) - Moving the bar for the global middle class

(25:24) - UAE leaves OPEC

(28:00) - Our global outlook

China’s price war problem has spread to online food orders, putting attempts to perk up domestic consumption at risk. Episode 80 also looks at MSCI’s delisting of two Indonesian stocks, Japan lifting its export ban on weaponry, and shifts in the global middle class.

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(00:00) - Episode rundown

(00:14) - Intro

(00:42) - Quick updates

(01:49) - China price wars spreads to e-commerce

(07:44) - MSCI responds to stock frying in Indonesia

(14:18) - Japan relaxes weaponry sales

(19:28) - Shifting global middle class

(31:07) - Our global outlook

The IMF sees softer global growth amid the oil supply shock, but we look beyond this crisis for signs and find that domestic conditions spell the difference across economies. This episode, we also look at Trump’s forecast of prolonged high US pump prices, shifts in the carbon credit market, and an assessment of private credit funds.

Timestamp:

(00:00) - Episode rundown

(00:16) - Intro

(00:44) - Quick updates

(02:10) - IMF downgrades 2026 global growth

(15:07) - Carbon credit market collapses

(17:19) - Trump admits oil prices to stay high until US midterm polls

(21:48) - US SEC's Paul Atkins weighs in on private credit funds

(26:34) - Our global outlook

It’s been a year since the Liberation Day tariffs, yet the world continues to suffer the costly consequences of Trump’s policies. We see higher volatility continuing in global markets despite a US-Iran ceasefire. We also look at divergent stock market strategies in Malaysia and Europe, the latter the subject of pessimistic trades.

Timestamp:

(00:00) - Episode rundown

(00:18) - Intro

(00:46) - Quick updates

(01:52) - Malaysia's 5-year plan to expand stock markets

(08:07) - Europe as a hub for short selling

(14:55) - IMF's health check of the US economy

(20:02) - Sustained volatility despite US-Iran conflict ceasefire

(22:08) - Our global outlook

Some central bankers and government officials are sounding the alarm over the private credit market, but we find rapidly growing government debt more concerning. We also discuss the rise of OpenClaw in China for AI-powered personal assistants and our near-term outlook regarding the US-Iran conflict.

Time stamps:

(00:00) – Episode rundown

(00:41) – Quick updates

(02:20) – Rise of OpenClaw AI assistants in China

(10:44) – Fed chair Jerome Powell’s comments on private credit

(18:18) – Ballooning government debt in US, Europe

(24:05) – Market nervousness higher amid ongoing US-Iran conflict

Thick clouds loom over global markets as the US-Iran conflict stretches to a month, and we discuss what investors can do during this period. This episode also looks at demand-side interventions by Asian governments amid surging oil prices, and the well-attended China Development Forum in Beijing.

Timestamp:

(00:00) - Episode rundown

(00:14) - Intro

(00:41) - Quick updates

(02:15) - Global CEOs attend China Development Forum

(09:08) - Asia's interventions amid oil supply crisis

(19:56) - Cloudy outlook over the US-Iran conflict

The world is being pummeled by sky-high fuel prices, but equities appear unfazed. Episode 75 also looks at US allies rejecting Trump’s call for backup at the Hormuz Strait, increased concern about Indonesia as it resorts to budget cuts, and our projected pause from the Fed and major central banks.

Timestamp:

(00:00) - Episode rundown

(00:17) - Intro

(00:42) - Quick updates

(02:13)- Trump delays visit to China, calls for backup in Iran

(08:07) - Indonesian PM rejects relaxation of deficit ceiling, cuts government agency budgets

(13:58) - US loses its footing as a global player

(17:25) - Big 4 central banks set rates amid Middle East attacks

(20:50) - Our global outlook

More family offices based in Hong Kong are diversifying investments into private equity, which we see as a smart move. This episode also considers a projected rise in default rates for private credit, as well as the outlook for oil prices and global growth amid the Middle East attacks.

Timestamp:

(00:00) - Episode rundown

(00:15) - Intro

(00:44) - Quick updates

(02:36) - Hong Kong family offices' focus on private markets

(10:28) - Swiss asset manager warning on private credit defaults

(17:43) - Fate of Middle East and oil prices

(31:07) - Our global outlook

Markets plunged as the US and Israel launched attacks against Iran, though the more important question is: what happens after these military operations? We discuss possible outcomes in the globally important region. This episode, we also look at China’s 2026 economic outlook and Berkshire Hathaway’s optimism towards Japanese conglomerates.

(00:00) - Episode rundown

(00:19) - Intro

(00:49) - Quick updates

(02:14) - Berkshire Hathaway's bullishness towards Japanese trading houses

(06:05) - China's Two Sessions and the tempered GDP outlook

(09:18) - Stoking up China's defence spending and household consumption

(16:59) - Self-sufficient chip production in Chinese manufacturing

(19:34) - Military campaign in the Middle East

(30:02) - Our global outlook

In this video podcast, we identify three show-stopping events of 2025 that will remain key market drivers this year. For one, the AI-driven stock market surge had been strong but was limited to certain economies. We ask: do you think the AI rally will continue in 2026?

Timestamp:

(00:00) - Intro

(00:39) - Episode rundown

(01:15) - 2025 showstoppers

(01:31) - AI-driven rally

(08:50) - Poll: Do you think the AI rally will continue in 2026?

(09:00) - Cost-of-living crisis

(15:21) - Trump & US tariff wars

(22:35) - Become a shareholder in Lundgreen's Capital

(22:54) - Global capital rebalancing

(27:44) - Our global outlook