Shopping Diplomacy China's Stock Markets and the New World Order

The report highlights the resilience of US consumer spending and the underestimated high-tech export dominance of China. It recommends diversified China allocations for long-term investors amid a shifting global order.

Key Takeaways

• 1.US private consumption accounts for two-thirds of GDP and remains a resilient engine of economic growth despite geopolitical tensions and energy prices.
• 2.China has transitioned from a low-cost manufacturer to a high-tech export leader, dominating renewable energy, EV batteries, and 5G infrastructure.
• 3.Chinese stock markets appear underestimated and offer attractive long-term potential as the country deepens ties with the Global South and shifts away from US dependence.

Table of Contents

• 1. World politics meets shopping cart: US shopping as a bulwark against crises
• Hilton and VISA: quarterly reports as sentiment barometers
• Oil price? No problem – as long as profits grow
• 2. China: Booming exports and geopolitical power
• From "Made in China" to "Invented in China": quality, quantity, and logistics in perfection
• Trade conflict, export shift, and record numbers
• Strategic sectors: energy, technology, and mechanical engineering
• Global South: China as a reliable partner
• Economy, diplomacy, and geopolitics: sanctions as a test case
• Stock markets and currencies: China's rise as a strategic investment
• What does this mean for investors?
• 3. Sun, mountains, and bicycle saddles: let's go!
• Global asset class preferences definitions
• Appendix
• Risk information

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