Sound Economies with Mel & Peter is a weekly podcast show where our founding CEO Peter Lundgreen and Manila-based Chief Economist Mel Lopez discuss what's happening in economies around the world and their views of the global financial markets.
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A new sense of style – Sound Economies with Mel & Peter, 29 October 2026
Western luxury fashion houses struggle as Chinese consumers are not buying as they used to – some now prefer to love local, causing a dip in profits. We explore changing behaviours in this episode alongside other topics: fresh capital flight out of Indonesia’s stock market, the timing of Anthropic’s Wall Street IPO, and the upcoming US midterm election.
Timestamp:
(00:00) - Episode rundown
(00:21) - Intro
(00:49) - Quick updates
(02:37) - Shifts in China's appetite for luxury goods
(11:13) - MSCI warns Indonesia of a "standalone status" downgrade
(17:24) - Anthropic IPO in November
(21:01) - The split on the US' upcoming midterm election
(26:43) - Our global outlook
(29:03) - Lundgreen's Invest - High-Tech Defence Fund secures quadruple exit
22 Oct 2026
Living with man-made inflation – Sound Economies with Mel & Peter, 22 October 2026 – Video
Two key themes are driving inflation higher for longer, which we expect to persist into early 2027. In this video podcast, we also share our expectations on the converging global middle class, the future of tech stocks, and our global outlook coming into the next year.
Timestamp:
(00:00) - Intro
(00:29) - Quick updates
(01:26) - Episode rundown
(01:46) - Twin headlines for inflation
(12:56) - Lundgreen's Invest - High-Tech Defence Fund secures quadruple exit
(13:23) - Shifting megatrends
(27:29) - 2027 global outlook
(28:00) - Poll: How soon do you think oil prices will normalize?
15 Oct 2026
When the price isn’t right – Sound Economies with Mel & Peter, 15 October 2026
We dive into two exciting IPO stories from the Philippines and Australia, where we take some lessons from the GCash and Firmus Grid listings. Getting the timing right is one big issue, but another point of sensitivity is price. This episode also looks at upcoming EU import quotas on China-made hybrid cars and JPMorgan turning bullish on alternative investments in Europe.
Timestamp:
(00:00) - Episode rundown
(00:22) - Intro
(00:50) - Quick updates
(02:05) - Philippine mobile wallet GCash raising USD 1.5 billion in listing debut
(07:46) - Learnings from the cancelled IPO of Firmus Grid, an Australian data centre developer
(13:27) - EU limits China-made car imports
(18:46) - JP Morgan upbeat on EU, UK alternative investments
(21:09) - Our global outlook
(24:19) - Lundgreen's Invest - High-Tech Defence Fund secures quadruple exit
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