Yuzlab milliardlik kapital bozor oqimiga qaytdi, tinchlik umidlari kompaniyalarning real daromad sinovlarini yashirmoqda
- Global equity funds saw net inflows for the fourth consecutive week in the week ending April 15, amounting to 31.26 billion USD, marking the largest single-week subscription since March 25. Optimistic sentiment driven by strong corporate earnings and expectations of a quicker resolution of the Iran conflict boosted risk appetite.
- Brent crude oil remained below 100 USD per barrel this week, effectively easing inflation concerns. The market interpreted potential US-Iran contact over the weekend as a strong signal that the Middle East conflict is close to ending. US equity funds attracted 21.25 billion USD in a single week, European funds saw net subscriptions of 9.38 billion USD, while Asian funds experienced net redemptions of 2.06 billion USD.
- Industry fund flows highlighted structural preferences. The technology sector led with a net inflow of 5.46 billion USD, while industrials and metals & mining attracted 1.37 billion and 633 million USD, respectively. The market is placing bets on capital expenditure cycles restarting and supply chain repair following the release of a peace dividend.
- Safe-haven assets underwent sharp repricing. Money market funds saw a single-week net outflow of 173.24 billion USD, the largest redemption wave since September 2018. Short-term bond funds also recorded a net outflow of 7.08 billion USD, completely reversing the previous week's inflow. Commodities funds such as gold and other precious metals drew inflows for the third consecutive week, recording approximately 822 million USD in net inflows.
- The path of capital migration reveals deep-seated anxieties. High-yield and euro-denominated bonds recorded net subscriptions of 3.64 billion and 1.15 billion USD, respectively, while emerging market equities and bond funds saw capital inflows for the second week running. The current exuberance is built on expectations of a ceasefire; if weekend diplomatic negotiations fail to achieve a breakthrough, risk asset exposures will face concentrated correction pressure.
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
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