Shifts in Investment and China's Economic Duality

This chapter examines the shift in investment strategies from gold to energy and base metals, with a focus on opportunities in oil and uranium. It provides a nuanced analysis of China's economic landscape, detailing the contrast between its industrial growth and real estate challenges, while also addressing the implications of U.S. policies. The discussion emphasizes China's strategies for economic transformation, including the promotion of electric vehicles, and the potential global repercussions of its competitive advantages in manufacturing and energy.