Hedge funds sell capital stocks at record pace - Goldman
2024/7/30 4:28 JST (some excerpts)
Be wary of the risk of US tariff increases on Chinese products - Goldman
Profit determination movements ahead of the uncertain outcome of the election - Pivotal Pass
Hedge funds have come here and are rapidly compressing their holdings of capital goods stocks and shifting funds to a section related to commodities (commodities) such as energy and materials. The background is that geopolitical risks and concerns about economic deceleration between the US and China are growing.
Be wary of the risk of US tariff increases on Chinese products - Goldman
Profit determination movements ahead of the uncertain outcome of the election - Pivotal Pass
Hedge funds have come here and are rapidly compressing their holdings of capital goods stocks and shifting funds to a section related to commodities (commodities) such as energy and materials. The background is that geopolitical risks and concerns about economic deceleration between the US and China are growing.
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