Booms, Shocks, and Resilience

Explore the difference between macroeconomic strength and market turbulence in an export-oriented economy. How can industrial output, business confidence, and corporate profits rise even as stock markets suffer steep drops? What roles do AI investment, semiconductor concentration, global demand, and investor expectations play in amplifying both growth and risk? Build a scenario-based analysis of what makes an economy resilient during a boom and what can expose its hidden vulnerabilities.