Counterpoint Macro Index Report, Q4 2023
Overview
Counterpoint's Macro Index improves again in Q4, rising to 86.17 from 80.99 in September. The three-month and twelve-month outlooks have also been bumped up, reflecting better conditions for the global tech industry.
This uptick can be attributed to improved economic indicators across most major economies, mainly due to lower inflation, leading to the conclusion by markets that the current round of interest rate hikes has ended. However, China remains an outlier, which is still grappling with deflationary pressures.
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Category
Report Type
Report
Time period
Quarterly
Summary
Published
Jan 25, 2024
Contact us
Author
Yang Wang
Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.
Archie Zhang
Archie Zhang is a Beijing-based research analyst specializing in the smartphone market.
Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.
Yeree Yoon
Yeree is a Research Analyst at Counterpoint Research, based in South Korea. She tracks and analyzes smartphones, wearables, TV, wireless charging, Macro services across various regions and countries.
