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
And don’t forget to subscribe! Just click the button below 🙂
Author
Read next
Discover more from Asian Century Stocks
Deep reports for serious, Asia-focused investors.
By subscribing, I agree to Asian Century Stocks' Terms and Conditions, and acknowledge its Privacy Policy.
Already have an account? Sign in