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GR｜这次不一样-2024年及以后的结构变化.pdfVIP

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  • 2024-01-25 发布于北京
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GR｜这次不一样-2024年及以后的结构变化.pdf

    GavekalResearch

    January4,2024

    Page1

    It’sDifferentThisTime:Structural

    ChangesFor2024AndBeyond

    Louis-VincentGaveForinvestors,thecompetitionforthemostexpensivewordseverutteredis

    lgave@probablyatightcontestbetween“IamfromthegovernmentandIamhere

    tohelp”and“thistimeisdifferent”.AtGavekal,wehaveoftenarguedthat

    thosewordsareactually“thingsalwaysstaythesame”—astatementbeliedby

    mostpeople’spersonalexperience.Thingsaregenerallyinastateofflux,and

    giventoday’sacceleratingcreativedestruction,thisisprobablytruerthan

    ever.Today,Iproposetoreview10keystructuralchangesthatarereshaping

    ourworldandaresettoimpactfinancialmarketsfortheforeseeablefuture.

    Afollowingreportwilllookatthecyclicalchangeswecanexpectin2024and

    thenafinalpiecewillreviewinvestmentconclusions.Inotherwords,this

    pieceisthefirstofathree-piecetrilogyconsistingof:

    •Part1:Structural

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