Daily commentary-每日见闻-2024.3.12

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2024-03-12 / 0 评论 / 27 阅读 / 正在检测是否收录...

Global environment:

Politics:

US:

Big events:
Ukraine-Russia war: 

Trends:

1.Migration to silicon base: as people expand their exploration, people are migrating daily life to silicon bases. So the silicons which would be highly demanded in the future would have the greatest potential.
2.Higher productivities:people are still chasing for higher productivities. So anything could raise productivities would be wildly adopted.
3.More efficient: all ways to contribute higher efficiency would be highly appreciated. Including all materials, all energy, all techs.
4.Digitization: digitization have many advantages, such as efficiency, productive and such. So we are still on our way to fully digitized.
5.Space exploration: as limited by resources on earth, we are determined to explore spaces to find new land and new techs. So we are focusing on space exploration.

Cycles:

War:we are entering into more dangerous period for wars. There has been no world war for about 60 yrs which is close to maximum peace period of 100 yrs. So we are facing bigger risk of war than before.
Pandemic:we just finished the covid-pandemic, there would be no major pandemic in next 20-30yrs.
Climate:we are still in the war period. So the agricultural products would be enough for now.
Politics:world is entering into more segemented situation for now and this trend would continue for about next 10 yrs. The difference between countries or parties are widen and conflicts are more serious.
Economy: we are still in the recovering stage of the economy since covid. We experienced hug setbacks on economy in 2020. We could expect economy keep growing in next 9-10 years.
Culture:globally people are gettig more agressive on culture. Also nationalism is also increasing. Potential of conflicts are increasing.
Tech: we are still in the expansion stage of tech innovation.
Religion: the power of religion is decreasing.

Major markets:

Equity:

Developed market equity:Developed market equiy is on the rise due to strong economy and good company earnings.
Emergying market equity:

The world is in several dimension. Each dimension is closely connected. Changes in each dimension would seriously affects other dimension.

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