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The Nasdaq Composite closed out its best quarter since 2020, capping a sustained stretch of U.S. equity outperformance that has made the rest of the world look like a different market entirely.
In China, conditions have moved in the opposite direction — and a contrarian trade has begun to take shape.
Stocks Keep Winning American equities have been on a consistent run, with the Nasdaq's latest quarterly result serving as the headline benchmark for that momentum. A performance not seen since 2020 signals that U.S.
markets have absorbed whatever macro headwinds were on offer and kept climbing, drawing capital and attention away from international alternatives. The dominance has a compounding effect on portfolio positioning.
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