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Macro update for the 4th quarter of 2023

Listening time: 30 mins
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Transcript

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A few days ago, I spoke at a conference here in Singapore about the key macroeconomic trends that will have an impact on Asian equities in 2024.

I wanted to share some of the key insights with you, and to a broader audience. In the future, I’m planning to do similar macro updates once every quarter. These videos will be available here on the Substack as well as on YouTube.

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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Michael Fritzell