The current surge in global bond yields is not just a financial market incident. Instead, it reflects significant shifts in the international political landscape. In the past, there were doubts about whether Trumpism would truly lead the U.S. back to a "Gilded Age" or even what its concept meant. Today, it becomes unmistakably clear. This path involves global funds continuing to flow into the U.S., driving Wall Street’s prosperity, while left-wing governments in Europe gradually weaken, struggling to address the economic challenges. The European economy will likely keep on its decline, eventually entering a phase that the economy confronts a chaotic restructuring. Looking at the world fields, there is only the U.S. economy underpinned by Trumpism that will stand out and lead the global market, comments
ANBOUND’s founder Kung Chan .
>>Despite years of pressure from the West, China's semiconductor industry has made significant progress, gradually upgrading its strength, especially in regard to mature process. With changes in both the internal and external environment, as well as the evolving trends in the industry, such technological capabilities are increasingly limited when it comes to breakthroughs in advanced processes. It also faces difficulties in providing sustainable financial and demand supports. For the foreseeable future, 5-7 nm will essentially be the technological ceiling for China's semiconductor industry, writes
Zhou Chao, Research Fellow for Geopolitical Strategy programme at ANBOUND .
>>The assessment of China’s economy in 2025 reveals two trends. First, from 2025 onward, the Chinese government will prioritize GDP growth to meet the second centenary goal. Second, it will not solely focus on GDP growth, as there are great challenges such as demographic issues and geopolitical conflicts. Two driving engines, namely land economy and import-export, are currently stalling, and the growth goal at 5% will depend on whether Chinese businesses could go abroad to create a positive cycle, similar to Japan's model, according to
Xia Ri, Industry Researcher at ANBOUND .
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