Strategists widely bet Asian stocks will outperform U.S. stocks
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最新报道：According to Bijie.com and ME News, on October 2 (UTC+8), a recent institutional survey indicates that Asian stocks are expected to outperform US stocks this quarter due to more attractive valuations and earnings prospects. The MSCI Asia Pacific Index has risen approximately 22% so far this year, surpassing the S&P 500's 14% gain. This could mark the first time since 2022 that the index has outperformed the US benchmark for the entire year. In a late September survey of 15 strategists and fund managers, over two-thirds of respondents expected this outperformance to continue. Respondents cited multiple risks facing the US stock market: overvaluation, the concentration of gains in a few tech giants, and downward pressure from potential tariffs. This shift highlights the regaining of growth momentum in Asian markets, which had long lagged behind in the post-pandemic cycle.
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