Fidelity Sees Momentum in Non‑US Stocks Fueled by AI, Supply‑Chain Shifts, and Infrastructure Spending
· Source: briefs.co
In short
International shares outperformed US stocks by about 14 percentage points last year, driven by US tariffs, a softer dollar, and rate cuts. Fidelity identifies four key tailwinds for non-US equities: global AI expansion, government push for supply chain self-reliance, European bank revival, and innovation shifts in China and emerging markets, with large planned corporate investments in data centers supporting these trends.
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Tags: supply chain, AI, investment, chips, data centers, infrastructure