Navigating Consumer Demand and Investment Strategies

This chapter contrasts China's ineffective consumer demand stimulation with fiscal measures from North America and Europe during the COVID pandemic, advocating for a shift towards demand-side policies. It explores U.S.-China tech bifurcation, including semiconductor export restrictions and its impact on investment flows. Additionally, it outlines cautious investment strategies for 2025, focusing on risk management and high dividend opportunities amid prevailing economic uncertainties in Asia and Europe.