Happy New Year! This is Rachel Chen, CEO and founder of MacroMicro. As we kick off a new year, we are pleased to share with you our "Global Economic Diagnosis for 2024" in this month's CEO House View. Together, let's get ahead of the opportunities and risks that await us in 2024, and find the investment "prescription" that suits you best.
Looking back on 2023, the year started off against a backdrop of pessimism. However, we consistently emphasized that the uncertainties surrounding inflation, interest rates and the economy were gradually diminishing, and the worst was largely behind us. Meanwhile, commodities were showing signs of recovery though characterized by volatility, and this recovery aided in the continued ease in inflation. We also saw the market responding to this trend with synchronized gains across stocks, bonds, and gold, which had made 2023 a rewarding year for most investors.
As we look ahead to 2024, I’d like to outline three major trends that will be favorable to stocks and bonds in the first half of the year, three emerging mid-year risks, and three key indicators that deserve your attention! I hope these assessments can serve as a useful framework for you to plan your investment strategies as the year unfolds.
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