Global investors bid farewell to the United States, Goldman Sachs: Worst start for US stocks in over 30 years.
On February 27, UBS Group released a report, downgrading its rating on US stock allocation to "benchmark" while maintaining an "overweight" rating on emerging market stocks. The report suggests investors allocate more to other stocks assets in global markets rather than US stocks. So far this year, market fund flows also show more and more investors are "saying goodbye to America" and turning to more attractive emerging market stock markets. According to data from Goldman Sachs, US stocks are experiencing their worst start since 1995. The Goldman Sachs analysis team stated in early February that hedge funds have been net selling US stocks for four consecutive weeks, with the selling speed reaching the fastest level since the US government imposed "equivalent tariffs" last year.
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