How Deep Is Your Non-US Love
Source: SeekingAlpha
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....
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How Deep Is Your Non-US Love
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