Senior Fund Managers at Davos Reveal Global Capital Rotation From United States to China Technology Stocks
Senior fund managers at Davos report a capital shift from the US to China tech. The rotation is driven by low valuations and loose fiscal policy in China.
Insights:
Leading fund managers at the World Economic Forum in Davos announced today that institutional investors are increasingly rotating capital away from the United States 
USand into technology stocks within China 
CN. This structural shift in global capital allocation is being driven by significantly lower valuations in the Chinesemarket alongside supportive government interventions and loose fiscal policy. The transition comes as market participants position themselves for a cyclical economic recovery while diversifying away from highly concentrated Americanequities.
USand into technology stocks within China CN. This structural shift in global capital allocation is being driven by significantly lower valuations in the Chinesemarket alongside supportive government interventions and loose fiscal policy. The transition comes as market participants position themselves for a cyclical economic recovery while diversifying away from highly concentrated Americanequities.
