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Some macro points for 2025 from a personal perspective (.
First, in Asia, GDP growth is expected to reach about 4.7% in 2025.
Indeed, the technology war between the U.S. and China is likely to become increasingly intense, especially in strategic areas such as 5G, semiconductor chips, AI, IoT, Big Data, and cloud computing.
In 2025, the Russia-Ukraine conflict may continue, alongside peaceful measures, with smaller-scale wars breaking out. Instability in the Middle East will intensify.
Fourth, the trend of shifting supply chains to enhance influence.
In the coming years, the BRICS bloc may continue to promote trade defense policies and de-dollarization to reduce dependence on economies like the US. This could lead to a more multipolar world economic order with BRICS playing a larger role in global financial and trade activities.
Six is that companies developing AI, as well as companies investing in big data and technology infrastructure, will have strong growth opportunities. Energy storage technologies, such as lithium batteries and other storage systems, will become strategic areas, opening up opportunities for businesses in the energy equipment manufacturing sector. Companies developing low-carbon solutions, recycling, and waste reduction will benefit from policies.
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