In this episode recorded on 14.01.2025, we are joined by Hawi Abwonji - Research Analyst at ArvoCap Asset Managers, Stephanie Kimani - Economist, and Sunil Sanger - MD, Orion Advisory Services as we explore 2024 economic trends and the outlook for 2025.
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Show Notes
00:00:00 Introduction
00:02:42 Macroeconomic Environment in 2024
00:06:57 Equity Market’s Performance
00:10:34 Bonds Market
00:16:06 Investor Perspective on Emerging Markets
00:18:57 Government’s Creditworthiness
00:28:49 Investors’ Concerns in 2025
00:32:26 2025 Outlook
00:54:00 Closing Thoughts
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