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 Asia from afar
This podcast is a must-listen for anyone interested in the factors that will shape the Asian century.
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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
