Export ControlsPotential second round of export controls could target HBM and AI-related chipmakers, potentially affecting the semiconductor supply chain.
Political Scenario ImpactElectric vehicle incentives could be among the first cuts in a Republican administration, affecting companies involved in clean energy, including Pintec Technology Holdings Ltd.
Regulatory ConcernsContinued uncertainty for demand related to GLP-1s and new regulatory concerns should limit investors' appetites to own the space in the near term.