Melissa Luz Lopez
@meltlopez
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Chief economist for ASEAN, Lundgreen's Capital Journalist bylines at @cnnphilippines @bworldph @verafiles
Manila
Joined July 2014
Our Sound Economies podcast is now available on Podimo! In my weekly exchange with our Founding CEO Peter Lundgreen, we discuss why our Danish investment house is so bullish about emerging Asia's growth potential: https://t.co/Jt7JyTYNOF
#EconTwitter
podimo.com
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...
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"What do you do if you’re driving in the fog? You slow down." https://t.co/9ZDlwdaTEl
edition.cnn.com
The Federal Reserve on Wednesday lowered interest rates for the second time this year in a continued bid to prevent unemployment from surging.
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Peter Lundgreen, founding CEO of Lundgreen’s Capital, said he maintains a strong long-term view on Southeast Asia, particularly ASEAN countries including the Philippines. He also noted that the region remains a global outperformer and is poised for steady growth over the next
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Our CEO Peter Lundgreen shares some investment advice & insights on battling corruption. He's from Denmark (ranked least corrupt globally) and visiting Manila amid investigations into ghost/substandard flood control projects funded by taxpayers' money. https://t.co/ZmVuD00MTg
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China remains on deflation mode with prices down 0.3% YoY in September. While good for consumers in the short term, domestic price wars and persistently weak household spending would put the economy in peril. We share our insights here:
lundgreensinvestorinsights.com
The Chinese government is aggressively battling price wars waged by producers of solar panels and electric cars, with intense competition already eating into producer profits.
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Good explainer about the fiscal disaster unfolding in France, which has seen 5 prime ministers in 2 years (Macron remains president). The French government is known to be generous with social benefits, to a point where they can't afford it anymore.
edition.cnn.com
While France has a long history of hefty overspending, economists say political turmoil – which has stalled policymaking – is bringing the country’s debt problem to a head.
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It's time for change at the US Fed: we see a 50bp rate cut by Sept thanks to softer economic activity and a weaker job market. We also discuss a global oil oversupply, the US' special tax on microchips sold in China, and a new Indonesia-Peru trade deal. https://t.co/WNbSqQubWc
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Trump tried (and ofc, failed) to fool a data-driven guy with manipulated data😅 https://t.co/qu1a8jjomg
edition.cnn.com
President Donald Trump, after a tour of the Fed’s $2.5 billion renovation, said he didn’t want to fire Federal Reserve Chair Jerome Powell because of the plan’s cost overruns.
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Thanks for having us again!
Our Chief Economist for ASEAN, Melissa Lopez, weighs in on the potential reduction of PH tariffs on US goods and discusses Lundgreen's Capital's portfolio shift. https://t.co/etkXeCzVGa
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ECB warned that credit spreads are out of sync with market risks, but we disagree. We also look at a meeting of central bankers in Tokyo, ASEAN's plan to negotiate tariffs with the US as a bloc, and China's plan to trim fees charged by e-commerce giants on platform sellers.
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"At the end of the day, your integrity is all you have. Guard it carefully." 💯 https://t.co/g1j0PFOdZj
edition.cnn.com
Being an honest public servant will always be a rewarding choice, Federal Reserve Chair Jerome Powell said Sunday at Princeton University amid months of unrelenting attacks from President Trump.
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Hey, #EconTwitter! Our team at Lundgreen's Capital is looking for Economics PhD students/writers based in China, Brazil, Germany, US, India, and UK who can contribute to our magazines and publications. Details here, feel free to send a DM as well: https://t.co/dQZfKrv4pQ
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We remain upbeat towards the Chinese economy despite Trump's sky-high tariffs. We'll explain why - join us in our 7 May webinar! ⏰3:15PM CET / 9:15PM HKT / 9:15AM EDT 💻 https://t.co/WqqfXBMDUX
Join our webinar tomorrow: Next China stock move is 25% up. The webinar will be held in English. 📅 7th May at 15.15 CET Register here: https://t.co/FP2xy5wiSZ
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We present our latest Global Quarterly. Financial markets face greater volatility this 2025, with the “loudness” mainly coming from the White House. While the US remains the world’s most powerful economy, Trump’s tariff punches have become less important. https://t.co/KKHZGSy8fm
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Chinese tech stocks are rallying and markets are anticipating a meeting between President Xi and Jack Ma, which comes years after Beijing shot down $BABA's IPO in 2020. Will China finally relax its hold on the tech sector? Here's what we think: https://t.co/7EVD95zpKJ
lundgreensinvestorinsights.com
Can technology startups grow too big for one country to handle? For the Chinese government, the answer is yes.
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Listen to the latest episode of our podcast, where we assess how the tech sector is driving another stock market rally – this time, Chinese developers are leading the way. We also take a look at US inflation & more. Stay tuned every week via Spotify: https://t.co/4MBdAePxo0
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We discuss which stock markets will likely see new IPO listings. We discuss the January contraction in manufacturing output as well as DeepSeek's AI chatbot. Finally, we evaluate Germany's future with a minority government and a zero-growth economy. https://t.co/O7XOApxvBV
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Donald Trump's return as US president is one of the five megatrends that will shape global markets this 2025. We discuss this and more in this video episode of "Sound Economies," our weekly podcast at Lundgreen's Capital. Watch the full episode here: https://t.co/bC2Qm9RIZ3
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