Part 4/7:
Simultaneously, international markets are experiencing significant reactions to both U.S. economic policy shifts and geopolitical tensions. The surge in Chinese tech firms, such as Alibaba, reflects an adaptable narrative—one where markets once deemed “uninvestable” are beginning to recover under new economic leadership from President Xi. Recent indicators show a strong upward trend in Chinese stocks spurred by optimism in AI investments and technology developments.
However, concerns remain about the long-term impacts of recent regulatory crackdowns on China's biggest tech firms and how such interventions might affect market confidence moving forward.