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Macro update for the 2nd quarter of 2024

Listening time: 25 mins

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:

  • Positive interest rates in Japan

  • Takeaways from my Hong Kong trip

  • The case for gold

  • Indonesia under Prabowo

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