However, she believes that global markets are shifting long-term, with capital moving away from the US to other regions. Alden stated that US stocks have been a dominant choice for investors for years, but now, “there are just more headline risks” affecting market sentiment.
Factors like a weaker dollar, policy uncertainty, and financial market volatility drive this shift, making global markets more attractive.Also Read | MF Corner: Resurgence of China & Hong Kong – Should Indian investors consider investing?
China, in particular, has rebounded from its previous slump, and Alden sees further upside potential. While acknowledging that its “explosive move is behind,” she still believes Chinese stocks “have room to go higher.” Meanwhile, India, though not as undervalued as China was, is expected to stabilise and continue its upward trajectory.
For the entire interview, watch the accompanying video
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First Published: Mar 18, 2025 10:21 am IS