Investors are bullish US equities going into 2021

image credit: https://www.exp1.com/blog/untold-nyc-history-legendary-charging-bull/
  • There was ‘Buy US and Sell China’ theme for most of 2020.
  • US equity buying sharply increased after the elections
  • This new buying has been focused more on Funds and ETFs rather than specific equities (implying the investors do not have a strong sector / individual equity specific view)
  • The selling of Chinese equities also stopped after the elections and we actually saw some net buying. However the volumes remain small in the big scheme of things

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Tanmai Sharma

Tanmai is the CEO and Founder of Canopy, which is an investment reporting and analytics company. Here he analyses investment trends seen in Canopy's meta-data