Tuesday: Emerging Asia rides AI chips boom
Markets are unsettled this morning, with oil and gold up solidly on geo-political concerns in the Middle East and Eastern Europe. There’s more Fed-speak and ECB-speak about when rates might be cut, and by how much. In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur sorts through emerging Asia’s Q4 GDP data to find the winners and themes, especially with the boom in advanced chip manufacturing. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/