MSCI：全球化在重启，而非倒退

Group 1 - The core viewpoint is that the restructuring of investment risks and opportunities has become a global phenomenon, with investors reassessing these factors more urgently than ever before [1] - The rapid development of generative artificial intelligence (AI) is redefining the essence of finance and investment, with Asia-Pacific companies investing a higher percentage of their annual revenue in digital technology and generative AI compared to their North American and European counterparts [1] - Generative AI and other advanced technologies are expanding investment areas that previously attracted only a few investors, such as the private equity market, with MSCI predicting that by 2030, approximately one-sixth of global investable funds will flow into private equity [1] - Private equity assets are becoming mainstream, with a significant increase in allocation plans among wealth management institutions in the Asia-Pacific region, where 55% plan to increase private equity asset allocation in the coming years [1] Group 2 - Globalization is being rebooted rather than reversed, which holds extraordinary significance for the Asia-Pacific region [2] - According to McKinsey Global Institute data, 18 out of the 20 fastest-growing trade corridors globally are located in Asia, and 13 out of the 20 largest trade corridors are also situated there [2] - The current trend is not de-globalization but re-globalization, with trade volumes continuing to rise while trade patterns are being restructured, influenced by geopolitical competition and the reorganization of global supply chains [2]