Here’s another quarterly macro update, discussing some of the themes that I’ve been paying attention to in the past few months.
Today’s topics:
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An attempt to find the best publicly listed companies in Australia
An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities
An attempt to find the best publicly listed companies in Australia
On Monday, I asked whether you had any questions you wanted me to answer. I've just recorded a video where I try to answer these questions: 1. Brief update on your current general outlook for the countries you cover? (1:00) 2. How to set up a long-term
