Looking at equity performance across major economies over the past year reveals an interesting divergence. Markets in China delivered returns of +50.3%, substantially outpacing their US counterparts at +21.2%. This significant gap raises questions about regional market dynamics, economic stimulus effectiveness, and where capital flows might be seeking better opportunities. The disparity underscores different recovery trajectories and investor sentiment across these two largest economies. Worth tracking how this momentum sustains in the coming quarters.

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