Expect better consumer spending this year in China due to the stock market DS-moment that finally made everyone realize that Chinese companies also had their moats. Also, Xi's recent meeting played a big part. Now imagine those westoid idiots that were invested in India.
But these moats are mainly in productivity, not value-taking, that's why it took the foreign investors so long to adapt to Chinese market realities from the destructive environments of the US/India.
As the stock market in China rises overall, people will feel more confident about spending money. Totally opposite from the situation in the US that Deepseek caused recently. It shattered their bubble.
Not to mention that ordinary citizens in the US are all over-invested in the US stock market, so this is another way China has at its disposal to accelerate the US collapse and decline if needed which I didn't fully factor in before. Just destroy their stock market and consumerism.
And this is totally organic and based on realism, without excessive financial engineering and delusional hype.
The Sputnik here they are referring to is in terms of the stock market, it served as a wake-up call and catalyst.
Basically previous foreign investors thought that moats are only regulatory capture and high margins (Western/Indian way of thinking),
But in the Chinese case, companies have low margins and aren't politically powerful. But they have brain power and technological moats.
Technological moats that over time make it so that they will price out, out-innovate, and defeat all competition across all industries in the world.
Take SMIC for example, wasn't China's chip industry 'totally anhiliated', then how come its valuation increased by 3-4 times in 6 months?
