Macro update for the 1st quarter of 2024

Listening time: 32 mins

No transcript...

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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Asian Century Stocks
Thematic reports
Reports about specific investment-related themes
Michael Fritzell