Group 1 - The forum highlighted the impact of the Trump administration's tariff policies, aiming to reduce trade deficits and increase U.S. fiscal revenue, while potentially restructuring the international trade and investment system with a more prominent U.S. role [1] - The rebalancing of trade and investment costs is creating more opportunities for developing countries in the Global South, as companies face greater uncertainty and seek cost-effective locations for operations [2] - Major economies are undergoing profound internal economic adjustments due to global trade rebalancing, with a focus on domestic economic structure to effectively address trade imbalances [2] Group 2 - The global monetary system is expected to evolve towards a more diverse and inclusive framework, with potential changes driven by the inclusion of more currencies and increased attention to digital currencies [3] - China's cross-border investments have significantly increased, with over $3 trillion in direct investment stock from 2014 to 2024, indicating strong participation in international markets and supply chains [4] - Chinese companies are increasingly establishing industrial parks abroad, creating industrial clusters that contribute to local economic development and infrastructure improvements [5]

Core Viewpoint - The current most significant event affecting international trade and investment is the tariff issue, particularly the tariff policies introduced by the Trump administration, which have shocked the world [2] Group 1: International Trade and Investment Dynamics - The competitiveness of the U.S. in general processing and labor-intensive manufacturing is not strong enough, making it difficult for manufacturing to return to the U.S. as desired by the Trump administration [2] - Due to policy uncertainties, manufacturing companies are more inclined to seek locations with lower costs and tariffs, which are often found in global South countries and emerging markets [2] - The current situation indicates three "rebalancing" trends in the international trade and investment system: cost-effectiveness rebalancing, global trade rebalancing leading to profound adjustments in major economies' internal structures, and currency rebalancing towards a more diverse and inclusive global monetary system [2] Group 2: Changes in the International Monetary System - The dominance of the U.S. dollar faces challenges, including the weaponization of currency and the "Triffin dilemma," which necessitates changes in the international monetary system [3] - Changes in the international monetary system may advance in three directions: the inclusion of more currencies in the international monetary system, increased focus on cryptocurrencies for cross-border trade and investment, and potential enhancement of the International Monetary Fund's Special Drawing Rights (SDR) functionality [3]