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[ny_quant]

the US stock market capitalization currently represents 61% of the global stock market capitalization, despite the fact that US GDP is only 23% of global GDP.

This chart shows the value of US equities held by foreign entities. It’s up to over $12 trillion:



Here’s a long-term chart of net international investment position as a percentage of GDP:

Comments

[misha-b.livejournal.com]

If you look at all major/fast-growing tech companies they are almost all either in the US or China. However investing in China is too risky in the current environment, so it makes sense that everyone invests in the US.

[just-one-of.livejournal.com]

Global investments have poured into the Chinese bonds in the past year, as investors chase comparatively juicy returns in the country's markets. The strong influx of capital has contributed to an exceptional performance of the yuan, which was one of the best performing currencies in 2021.

Global investments have poured into the Chinese bonds in the past year, as investors chase comparatively juicy returns in the country's markets. The strong influx of capital has contributed to an exceptional performance of the yuan, which was one of the best performing currencies in 2021.
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[ny-quant.livejournal.com]

А это ничего, что ASHR ETF (это у них как наш SPY) is ~20% off its top in Feb-21 despite the gains in yuan?

[just-one-of.livejournal.com]

А это ничего, что
China's economy grew by 8.1 percent in 2021 to about $ 18 trillion despite challenges, including epidemic resurgences and a complicated external environment

[ny-quant.livejournal.com]

Mы все ещё говорим про "juicy returns in the country's markets" или уже о чём-то другом?