One big reason US stock market exceptionalism is here to stay

Rate this post


Stock Market Wall Street US:
Spencer Platt / Getty Images:
  • Goldman Sachs says that the uniqueness of shares will continue this year, despite the underfunction of the S & P 500 this year.

  • Goldman notes that the higher R & D introduction of US companies stimulates growth in the long run.

  • In exchange for investments, US companies lead to investment, which helps to innovate long-term innovation.

Is Morning of exclusive US It seems to be persistently continuous, despite the fears that the dominance of the American Stock Exchange weakens, as international shares are exceeding S & P 500 This year.

That by Goldman Sachs:Which highlighted the main advantage of American companies have their international peers. Return of investment in research and development and other areas intended to increase their business.

Goldman Sachi CEO David Kostin highlighted that enterprises under the S & P 500 have had growth investments in other markets in the world world.

These shocking research and development costs can open significant growth on the road.

“Growth investment ratio is greater in the United States (42%) than the rest of the world (26%) and the gap has been stable in recent years,” Kostin last month.

Goldman Sachs table
Goldman Sachs:

Kostine calculates the ratio of growth investment by increasing the growth capital, which capital expenditures depreciate as a share of operations.

In addition, the return of investments for US-based companies is higher than their international peers, 80% compared to 73%.

In other words, American companies are investing more in their future and return to their investments than their abroad.

It is key to continuing the trade of American exclusion, as the United States continues to lead in the largest industries and reduction technologies, including AI, Quantum Computing and Biotech.

“The maintenance of the uniqueness of the joint stock market will require both the growth investment, as well as the return of those investments to climb over the next few years,” Kostin said.

Goldman Sachs call contrast with other Wall Street enterprises that are concerned about economic influence About the uncertain trading policy of President Donald Trump.

Recently, Citi strategists offered investors Take profit in US stocks and loads on Chinese stocks due to expected expansion of US exclusivity trade.

But Morgan Stanley also noted that the reconstruction of US technology shares can eventually pave the way for the US Stock Exchange’s dominance.

Read the original article Business Insider:

 
Report

Similar Posts

Leave a Reply

Your email address will not be published. Required fields are marked *