Group 1 - The core viewpoint is that the global landscape is changing, and there are four main lines to grasp these changes: international currency, asset prices, modern industries, and trade markets, all closely related to the rise of Asia represented by China [1] - The capital market changes are characterized by the rise of A-shares and Hong Kong stocks, driven by the "four bulls" which include capital inflow, technological innovation, institutional reform, and consumption upgrade [1]