The ripples of the geopolitical situation are still spreading, the game in the Strait of Hormuz, the tug of war over tariffs, the aftermath of the Russia-Ukraine conflict... news is stirring the nerves of the market. But rather than guessing the 'script', we should see the essence clearly: capital is fuel, and quality projects are the engine.

The madness of the last bull market is hard to replicate, and a reshuffling is underway—old brands may fade, while newcomers may rise to the top. When the footsteps of institutions resonate with easing signals, the real opportunities belong to those value targets that can withstand the test.

Patience is required, but one must also be keen in selection. #MarketObservation #QualityProjects #投资逻辑