October 2023
In this update, we have Andrew Papageorgiou from Realm Investment House and Emmanuel Calligeris engage in a candid conversation about the current state of the global economy and its impact on financial markets. They discuss how China’s economic slowdown is affecting European export markets and how China’s property sector challenges and problematic loans are contributing to a potential economic slowdown. A key theme throughout the episode is the significance of rising interest rates and their impact on various asset valuations and investments, especially in the context of higher rates in the United States. Additionally, they briefly touch on the potential of technology, particularly AI, as a driver of success for companies in the changing economic landscape.
