Fidelity International: The world is entering a new cycle driven by both energy shocks and an AI investment boom

Glonghui, July 2 – Fidelity International pointed out that the world has officially moved away from the previous era of low inflation, low interest rates, and high synchronization, and has entered a new cycle driven by energy shocks and an investment boom in AI. These two powerful forces are reshaping global capital allocation, and the market is transitioning to a norm of high inflation, high interest rates, and strong volatility. In this context, Asia, with its advantages in AI infrastructure and strategic manufacturing, is at the core of this transformation, with Taiwan and South Korea specifically named as the most prominent winners.