In-depth analysis of performance across various US industries, revealing diversification opportunities and advantages for Southeast Asian investors in US stocks, with insights on industry trends and investment strategies.
In the first half of 2026, Southeast Asian capital accelerated its allocation to the US stock ETF market, with net inflows reaching a historic high. This article provides an in-depth analysis of the driving factors behind this phenomenon and why Southeast Asian investors continue to view US stock ETFs as important tools for asset allocation.
In July 2026, US-listed ETFs saw record monthly net inflows of ~$191B, lifting YTD total to nearly $1.3T and beating the 2025 annual record early; VOO became the world's first trillion-dollar ETF, and QQQ absorbed ~$5B in one day. Combining strong earnings season results and the AI narrative payoff, this article analyzes the underlying logic of sustained global inflows into US stocks from liquidity, product diversity, and company quality, and offers Southeast Asian investors an allocation view.
In August 2026, global capital markets remain uncertain, yet US stocks continue to attract cross-border capital. This article analyzes five dimensions—market institutions, liquidity, quality companies, investment tools, and shareholder return culture—to explain why global investors keep choosing US equities, offering a reference for Southeast Asian investors.
On August 1, 2026, data from the Thailand Securities and Exchange Commission showed that Thai US stock account numbers surged 120% year-on-year in the first half of the year. This article deeply analyzes why Southeast Asian retail investors are accelerating their purchases of US stocks, revealing the unique appeal of US stocks to global investors from four dimensions: mature systems, abundant liquidity, concentration of high-quality companies, and rich investment tools.
This article focuses on the 2026 US stock buyback boom, with Goldman Sachs' latest data showing Q2 buybacks exceeding $308 billion, with an annual projection of over $1.2 trillion. The article analyzes the long-term investment value of US stocks from the perspectives of abundant corporate cash, tax reform benefits, EPS enhancement, and shareholder return culture, revealing the fundamental reasons for continued global capital inflows into US stocks and helping investors understand why to buy US s
On July 30, 2026, the three major U.S. stock indexes rose, led by tech stocks. Growing expectations of a Fed rate hike slowdown and better-than-expected corporate earnings attracted global capital inflows. This article explains why the U.S. stock market remains the top choice for global investors from three perspectives: market maturity, quality company resources, and investment tool diversity, combined with the latest market conditions.
On July 29, 2026, the Fed signaled dovishness, US Q2 GDP beat expectations, corporate earnings grew strongly, and major US stock indices surged. This article analyzes US stocks' long-term investment advantages from policy, fundamentals, dividends and buybacks, helping investors understand why they should still allocate to US stocks in the current environment.
In July 2026, US stock ETF assets exceeded $9 trillion, with global funds continuing to flow in. This article deeply analyzes why to buy US stocks from three dimensions: high-quality corporate resources, extreme liquidity, and ETF tool diversity, providing decision-making reference for investors.
In July 2026, US tech stocks rebounded strongly after a brief pullback, with the Nasdaq index hitting a record high. This article analyzes current market dynamics and outlines the long-term advantages of US stock investment, providing decision-making reference for Southeast Asian investors.
