#42 | Investing in Asian equities and markets | Interview w/ The Asia Economist
In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out.
We cover a wide range of topics, from shifting global dynamics to overlooked opportunities in Asia.
We talked about:
Geopolitical realignment between US-EU-China
Decoupling of global supply chains
Demographic tailwinds
Future of India and China
China’s evolving role
Information asymmetry
The challenge of understanding…
The skinny
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