Shifts in Market Dynamics: U.S. Elections and China’s Economic Landscape

This chapter explores the influence of U.S. elections on capital strategies and highlights the lack of correlation between political outcomes and equity returns. It examines the trend of reshoring manufacturing to Mexico and the implications for the Mexican economy, alongside a detailed analysis of China's current economic volatility and the pivotal role of its property market. The discussion also underlines the challenges China faces, including deflation and export policies, while showcasing its burgeoning semiconductor industry amid international pressures.