Famous Analyst: How to Determine if US Stocks are Overvalued
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Gavekal co-founder and CEO Louis-Vincent Gave pointed out that the growth of the US stock market in the past relied on fiscal stimulus and the AI boom. Now that both are fading, the market needs to reassess. Global capital is flowing to Europe and China, and the US stock market needs new growth points; otherwise, it faces valuation adjustments
Gavekal co-founder and CEO Louis-Vincent Gave pointed out that the growth of the U.S. stock market in the past relied on fiscal stimulus and the AI boom. Now that both are fading, the market needs to reassess. Global capital is flowing to Europe and China, and the U.S. stock market needs new growth points; otherwise, it faces valuation adjustments
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