All articles tagged with #global investment
US President Trump's tariffs are boosting international stock markets, leading to a reversal where global markets outperform the US for the first time since 2022, driven by valuation gaps, trade reforms, and changing earnings outlooks, with many investors viewing international stocks as more attractive amid trade uncertainties.
The US Treasury and Congress have agreed to remove Section 899, a controversial 'revenge tax' aimed at retaliating against global tax frameworks and digital services taxes, effectively killing the measure before it takes effect, in exchange for excluding US companies from some global taxes.
Despite the dominance of a few major companies, the US stock market is actually one of the least concentrated in the world, according to the latest global investment returns yearbook. The US accounts for three-fifths of the global stock market and has been the best performing major stock market over the last 124 years. However, the authors caution that future returns may not be as strong, estimating lower returns for Generation Z compared to previous generations. Additionally, the article includes updates on stock market performance, key asset performance, and news about companies like Tesla, Apple, and Beyond Meat.
Sequoia Capital is splitting into three entities, with Sequoia India and Southeast Asia becoming Peak XV Partners, Sequoia China becoming HongShan, and the U.S. and European business remaining as Sequoia Capital. The decision comes amid macroeconomic and geopolitical challenges that have made fundraising difficult and eaten into venture funds' returns. Sequoia Capital will move to separate its partnerships with contemporaries in India and China and become singular entities no later than March 31, 2024.