TechFlow news, October 2: According to Jinshi Data, the latest institutional survey indicates that Asian equities are poised to outperform U.S. stocks this quarter, thanks to more attractive valuation levels and earnings prospects.
So far this year, the MSCI Asia Pacific Index has risen approximately 22%, surpassing the S&P 500's 14% gain, potentially marking the first full-year outperformance against the U.S. benchmark since 2022.
In a late-September survey of 15 strategists and fund managers, over two-thirds of respondents expect this leading trend to continue. They cited multiple risks facing the U.S. market, including elevated valuations, concentration of gains among a few tech giants, and downside pressure from potential tariff policies. This shift highlights how Asian markets, which have long lagged in the post-pandemic cycle, are regaining growth momentum.
