The S&P 500 recorded a fresh record high yesterday ahead of key economic reports and central bank action this week, which could prove pivotal for markets in 2024. We speak to our Head of Research in Hong Kong, Richard Tang, who shares his views on the health of China’s real estate sector and the impact for the broader Chinese and Hong Kong markets. Manuel Villegas, Next Generation Research, joins us to discuss the key drivers behind the selloff in Bitcoin in recent weeks.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:24 Markets wrap-up by Jonti Warris (Investment Writing)

07:44 Evergrande liquidation impact by Richard Tang (Head of Research, Hong Kong)
12:17 Digital assets update by Manuel Villegas (Next Generation Research)

16:05 Closing remarks by Bernadette Anderko (Investment Writing)

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