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So far in 2025, Mag 7 are
lagging behind quite a bit with an averaged gain of just 1%.
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00:01 - 26/02/25
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While Chinese stocks have recently
appreciated, their valuations remain modest, especially if
compared with US large caps, as the below CAPE (Shiller P/E)
ratios show.
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59% of all private-equity
fundraising in 2024 went to the 6 largest managers (Apollo,
Blackstone, Ares, KKR, Carlyle & Brookfield), up from 20% in
2019
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Berkshire Hathaway's Cash Pile has spiked to a record $334
billion, nearly doubling over the past year.
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Emerging markets, mid caps and even some of the high
quality small caps could offer interesting investment
opportunities in 2025 given their relatively advantageous
valuations vs the S&P 500 and NASDAQ |
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