Global investors are reassessing their strategies regarding China's economy, moving away from long-term investment narratives towards more cautious, short-term trading approaches. This shift is largely driven by frustrations over policy uncertainty and limited stimulus measures from the Chinese government. Investors are now viewing the market as an opportunity for smaller bets with quicker payoffs, rather than committing to grand narratives of sustained economic prosperity. The ongoing real estate slump in China has further contributed to this change in sentiment, with stocks trading at a 30-40% discount, prompting investors to closely monitor developments in sectors such as electric vehicles, robotics, and semiconductors, which Beijing is promoting as growth drivers.