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围绕着“5D”(债务、去全球化、人口结构、去碳化、数字化)这五股力量,我们认为未来十年里它们会给投资者带来很大的机会。预计这几股力量会推动经济在长时间里保持较高的增长,同时带来阶段性的高通胀。
For long-term investors, it’s time to recognize that deglobalization, deleveraging, and decarbonization are here to stay.
Major economic powers, including the U.S., are turning inward — a trend sped up by the pandemic and efforts to boost domestic industries. Why it matters: The shift away from hyper-globalization ...
Opinions expressed by Forbes Contributors are their own. Analyzing tech stocks through the prism of cultural change. Semiconductor investors are wrong to worry about rising geopolitical tensions ...
Risk-adjusted costs and benefits to globalization have radically changed. Very closely related to deglobalization of supply chains is deglobalization of credit markets. The same factors that affect ...
International flows of capital have collapsed. Trade has stagnated. Only the cross-border movement of people marches on. Do these developments portend the start of a new era—perhaps one of ...
Geopolitical tensions have spurred another major shift in global supply chains, as highlighted by TSMC founder Morris Chang's proclamation that globalization is dead. With Donald Trump's upcoming ...
As the debate around globalization and deglobalization heats up again after the 2024 U.S. presidential election, the world seems to stand at a crossroads. Emerging economies and developing ...
The number of IPOs worldwide has fallen compared to 2023 and the transaction value has declined. The slump in China is ...