The US Fed’s commitment to rate cuts has boosted the outlook for US equities, particularly in the technology sector. The S&P500 has delivered strong returns, while the Nasdaq100 has outperformed with double the returns. Big tech companies are leading the growth in the US equity markets, reflecting positive growth prospects. In Asian markets, Taiwan and Japan are performing well, driven by increased focus on corporate governance and manufacturing and consumption sectors. However, Chinese funds have been underperforming.
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