JPIN - How Deep Is Your Non-US Love
2025-02-19 17:44:32 ET
Summary
- In 2025, capital flows into Developed Markets (DM) are rising, potentially at the expense of the US, reminiscent of 2014-16 trends.
- European stocks are experiencing a resurgence, with significant inflows and impressive YTD performance, outpacing the S&P 500 by a notable margin.
- Chinese stocks are hitting multi-year highs, with the Hang Seng Index surging, although domestic Chinese stocks still lag behind.
- Emerging Markets, led by China and Brazil, and Developed Markets ex-US, led by Europe, are showing strong performance, hinting at a potential shift in global investment trends.
When it comes to the capital markets, the real action in 2025, thus far, is actually happening outside of the US....
How Deep Is Your Non-US Love