Global market restructuring investment logic "Where is the next wind blowing"
Under the impact of multiple uncertain factors, global markets have been sharply volatile so far this year, with different assets showing obvious differentiation. Among them, gold has performed the most prominently, with COMEX gold breaking through the $3500 mark at one point, setting a new historical high. In terms of equity markets, the Russian RTS, German DAX, and Hang Seng Index have seen the largest gains among global important indices so far this year, with US and Japanese stocks lagging behind. In the view of industry insiders, the simultaneous decline of the US dollar, US bonds, and US stocks is extremely rare, which will reshape the investment logic of the global financial market. Despite the rebound in US stocks last week, many institutions are still cautious about the future of US assets. At the current point in time, many institutional investors are focusing on investment opportunities in European and Chinese stock markets, as well as gold.
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