The divergence in global stock market performance this year has been interesting. While US stocks have struggled due to high valuations and policy uncertainty, European and Hong Kong markets have gained strength, supported by increased fiscal spending. Defense-related investments in Europe and China’s expansionary policies have played a key role in driving their markets higher.
Looking ahead, the US market still faces headwinds, especially with ongoing corrections in high-growth names like Tesla and Nvidia. Meanwhile, European stocks continue to show resilience, and the Hang Seng Index has room for further upside if China’s stimulus efforts gain traction.
For now, I’m keeping a balanced approach—monitoring opportunities in Europe and Hong Kong while waiting for better valuations in US stocks. The shift in global fiscal policies will be key in determining where the best opportunities lie in the coming months.
@Tiger_comments @TigerStars @TigerGPT 
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Here are some news articles related to the divergence in global stock market performance and the impact of fiscal policies:
Up & Down Wall Street: Trump's Global 'Paradigm Shift' Is Bad News for U.S. Stocks - Barron's: This article discusses the changes in economic policies initiated by President Donald Trump, which are expected to have a significant impact on global markets, including U.S. stocks. The article highlights the uncertainty and potential challenges faced by investors in navigating these changes.
Post-Bell | Wall St Ends Higher As Powell Soothes Economic Worries: This article covers the rebound of U.S. stocks from early declines after Federal Reserve Chair Jerome Powell's statement that the economy is "in a good place." However, it also mentions the uncertainty surrounding U.S. trade policy, which led to Wall Street's biggest weekly decline in months.
MTR Full Year 2024 Earnings: Beats Expectations: This article focuses on the financial results of MTR, a company listed on the Hong Kong stock market. It discusses the company's strong performance and the market trends in Hong Kong.
GLOBAL MARKETS-Stocks slip amid US trade policy uncertainty, bond selloff eases: This article highlights the uncertainty in global markets due to U.S. trade policy issues and a bond sell-off. It discusses the impact on European stocks and the ongoing focus on key economic data.
GLOBAL MARKETS-Stocks struggle amid US trade policy uncertainty, bond selloff eases: This article further emphasizes the struggles in global markets as a result of U.S. trade policy uncertainty and a bond sell-off. It mentions the challenges faced by European stocks.
Unfortunately, I couldn't find any specific news articles regarding the impact of European and Hong Kong fiscal spending on their stock markets. However, these articles provide insights into the overall market conditions and trends influenced by global fiscal policies.
Please note that these articles are for informational purposes only and do not constitute investment advice.
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