Goldman Sachs In-depth Analysis of the "Postmodern" Investment Landscape: The Era of Winning by Valuation Expansion Is Over, Capital Expenditure Supercycle Quietly Arrives
The global investment paradigm is undergoing a profound structural transformation.
According to Chasing Wind Trading Desk, Goldman Sachs pointed out in its latest global strategy report that the “modern” supercycle characterized by low inflation, low interest rates, and globalization has become history, and a “postmodern” cycle marked by higher macro
