Foreign Exodus: $63B US Equity Sell-Off Sparks Valuation Alarms

Image Source: Bloomberg News

Overseas investors sold $63 billion of U.S. equities since March, European investors among those that drove the outflow, Goldman Sachs says. Other regional investors held net withdrawals at bay as markets recover from tariff frights.

Key takeaways:

Risk of ownership: Foreigners continued to hold a record 18% of U.S. equities at the start of 2025, making valuation pressures larger.

Historical perspective: Past sell-offs have averaged $300 billion (0.6% of market cap), but this episode remains "shorter and shallower.".

Market resilience: U.S. stocks recovered in 7 of 10 prior foreign sell-offs, with recent rallies due to de-escalating trade rhetoric.

Goldman estimates a $300B net foreign inflow in 2025 on the basis of structural demand for U.S. market liquidity.

Sources: Goldman Sachs, Bloomberg, Reuters

STORIES YOU MAY LIKE

Image Source: ET Manufacturing

Make in India 2.0: A ₹22,919 Cr Boost for Electronics Innovation

Image Source: The Post

Lenasia at 70: Honoring Heritage and the Question, “Where Shall We Bury Our Beloved?

Image Source: List Challenges

Blink and They’re Gone: The Most Shocking and Sensible TV Cancellations

Image Source: Times Now

Indian Spirits Shine on the Global Stage

Image Source: ANI News

Ensuring a Seamless Pilgrimage: Uttarakhand Health Secretary Reviews Chardham Yatra Preparations in Haridwar

Image Source: Investor's Business

Market Pulse: Stocks Poised for Action This Week

Image Source: Voice Of Nigeria

From Tariffs to Trust: India Aims for a Balanced Deal with US

Top Searches

Suggestions

Foreign Exodus: $63B US Equity Sell-Off Sparks Valuation Alarms

STORIES YOU MAY LIKE

Live Blogs

Top Stories

Foreign Exodus: $63B US Equity Sell-Off Sparks Valuation Alarms

STORIES YOU MAY LIKE

Subscribe to receive the day's headlines from WOWNEWS 24X7 straight in your inbox

Live Blogs

Top Stories