Global funds are once again moving into the stock market.
According to LSEG Lipper data, as of the week ending August 12, global equity mutual funds saw net inflows of USD 18.62 billion, marking the 12th consecutive week of net inflows.
Of this, European equity funds received inflows of about USD 13.52 billion, Asia about USD 4.13 billion, and the United States about USD 2.58 billion. Company earnings have been strong, and expectations for rate hikes from the Federal Reserve have cooled, as overall risk appetite in the market is clearly recovering.
Technology-sector funds, however, recorded net outflows of about USD 1.7 billion, suggesting that not every sector is simply rising blindly. While large capital is broadly bullish, it is also rotating across sectors. Funds have been pulled from AI and technology themes that saw strong gains earlier, which in turn leaves room for opportunities to emerge later.
As long as global equity funds continue to register net inflows, the market’s overall direction is not as bleak. Disagreements in the short term are not the real concern—the key is to watch where the money flows next.
The market won’t always offer chances at low levels. When capital begins to return steadily, opportunities are often hidden in sector rotation.
#全球股票基金净流入186.2亿美元
#标普500首破7800点创新高
According to LSEG Lipper data, as of the week ending August 12, global equity mutual funds saw net inflows of USD 18.62 billion, marking the 12th consecutive week of net inflows.
Of this, European equity funds received inflows of about USD 13.52 billion, Asia about USD 4.13 billion, and the United States about USD 2.58 billion. Company earnings have been strong, and expectations for rate hikes from the Federal Reserve have cooled, as overall risk appetite in the market is clearly recovering.
Technology-sector funds, however, recorded net outflows of about USD 1.7 billion, suggesting that not every sector is simply rising blindly. While large capital is broadly bullish, it is also rotating across sectors. Funds have been pulled from AI and technology themes that saw strong gains earlier, which in turn leaves room for opportunities to emerge later.
As long as global equity funds continue to register net inflows, the market’s overall direction is not as bleak. Disagreements in the short term are not the real concern—the key is to watch where the money flows next.
The market won’t always offer chances at low levels. When capital begins to return steadily, opportunities are often hidden in sector rotation.
#全球股票基金净流入186.2亿美元
#标普500首破7800点创新高