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# Macro update for the 1st quarter of 2024
- URL: https://www.asiancenturystocks.com/macro-update-for-the-1st-quarter/
- Published: 2024-02-14T03:56:41.000Z
- Updated: 2025-10-26T14:23:21.000Z
- Description: Listening time: 32 mins
- Author: Michael Fritzell
- Tags: #substack, #substack-type-podcast, #substack-access-everyone, #Import 2025-09-30 17:18

Here’s another quarterly macro update, discussing some of the themes that I’ve been paying attention to in the past few months. Just click on the “play” button to watch.

Today’s topics:

- Is Hong Kong “over”?
- A Philippine Investment Boom
- The Korean discount

If you any questions on the topics mentioned in the video, feel free to ask them in the comment section below:

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