In-Depth Analysis
The Macrofund Research Team writes insightful articles covering various aspects of the markets and investment strategies.
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Macrofund recently met with Cambodian Stock Exchange officials to discuss strategic initiatives. Appointed as advisors to the CSX, Macrofund will contribute to a ten-year stock market optimization plan aimed at strengthening market infrastructure and enhancing investor confidence.
Despite considerable political and economic challenges, Myanmar’s 2024 investment landscape presents significant natural resources, agriculture, telecommunications, and renewable energy opportunities. Due to the prevailing instability and regulatory hurdles, careful risk management and strategic planning are essential.
Macrofund’s Andrew Nissenbaum and Dave Leduc meet with H.E. Sun Chanthol, Deputy Prime Minister of Cambodia, to discuss the nation’s booming investment potential and strategic growth opportunities.
Since the 1970s, the petrodollar system has been a cornerstone of the global economic power, with the US dollar serving as the primary currency for oil transactions. However, recent geopolitical events, economic trends, and technological advancements have led to speculation about the potential end of this system.
Macrofund offers a cautious yet optimistic Bitcoin outlook, expecting lower volatility and supply pressures. They express concerns about Solana’s scalability, and skepticism towards XRP, and see potential in Monero and Bitcoin Cash. Caution is advised for Ethereum due to recent vulnerabilities, favoring selling ETHBTC. Shiba Inu is preferred among meme coins for its dynamic ecosystem.
The Korean Peninsula finds itself in a precarious situation as tensions between North and South Korea have escalated following the suspension of the 2018 Comprehensive Military Agreement (CMA) in November 2023. The catalyst for this suspension was North Korea’s launch of a reconnaissance satellite, which prompted South Korea to halt parts of the CMA and restore surveillance and reconnaissance activities along the border. In response, North Korea declared that it would no longer be bound by the agreement and proceeded to deploy more powerful military hardware along the Military Demarcation Line, further heightening tensions in the region.