{"id":326153,"date":"2010-02-16T04:26:56","date_gmt":"2010-02-16T09:26:56","guid":{"rendered":"http:\/\/www.businessinsider.com\/goldman-actually-betting-on-america-has-been-a-huge-winner-for-stocks-2010-2"},"modified":"2010-02-16T04:26:56","modified_gmt":"2010-02-16T09:26:56","slug":"goldman-actually-betting-on-america-has-been-a-huge-winner-for-stocks","status":"publish","type":"post","link":"https:\/\/mereja.media\/index\/326153","title":{"rendered":"Goldman: Actually, Betting On America Has Been A Huge Winner For Stocks"},"content":{"rendered":"<p>According to Goldman Sachs, stocks with sales exposure to the U.S. have outperformed stocks with exposure to other regions of the world since the beginning of 2008. Don&#8217;t count the U.S. out, else you could underperform:<\/p>\n<p><img decoding=\"async\" src=\"http:\/\/static.businessinsider.com\/image\/4b7a62410000000000705e6c-600-\/chart.png\" border=\"0\" alt=\"Chart\" width=\"600\" \/><\/p>\n<p>BRICs-and-emerging markets-exposed stocks underperformed massively during the height of the financial crisis, even though America was the focal point of the crisis. Since then, emerging markets-exposed stocks have come back relative to U.S.-exposed stocks. But keep in mind that this was during 2009, a year when emerging markets stocks were loved by the average American investor based on fund flows, while U.S. stocks were shunned.<\/p>\n<p>If fund flows simply normalize, U.S. stocks could start outperforming their emerging markets peers again.<\/p>\n<p>Europe-exposed stocks meanwhile, have a long way to catch up.<\/p>\n<p><em>(Via Goldman Sachs, GS Weekly Handbook, 15 February 2010)<\/em><\/p>\n<p><a href=\"http:\/\/www.businessinsider.com\/goldman-actually-betting-on-america-has-been-a-huge-winner-for-stocks-2010-2#comments\">Join the conversation about this story &#187;<\/a><\/p>\n<p><b>See Also:<\/b><\/p>\n<ul>\n<li><a href=\"http:\/\/www.businessinsider.com\/jeff-saut-dont-get-suckered-by-friday-were-just-half-way-through-the-selling-stampede-2010-2\">Jeff Saut: Don&#8217;t Get Suckered By Friday, We&#8217;re Just Halfway Through The Selling Stampede<\/a><\/li>\n<li><a href=\"http:\/\/www.businessinsider.com\/bullish-sentiment-plummets-to-levels-not-seen-since-march-09-2010-2\">Bullish Sentiment Plummets To Levels Not Seen Since March &#8217;09<\/a><\/li>\n<li><a href=\"http:\/\/www.businessinsider.com\/jpmorgan-long-term-were-fine-but-this-selloff-is-not-over-2010-2\">JPMorgan: Long Term We&#8217;re Fine, But This Selloff Is Not Over<\/a><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~r\/TheMoneyGame\/~4\/Pjys9F7dOz0\" height=\"1\" width=\"1\"\/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>According to Goldman Sachs, stocks with sales exposure to the U.S. have outperformed stocks with exposure to other regions of the world since the beginning of 2008. Don&#8217;t count the U.S. out, else you could underperform: BRICs-and-emerging markets-exposed stocks underperformed massively during the height of the financial crisis, even though America was the focal point [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-326153","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/326153","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/comments?post=326153"}],"version-history":[{"count":0,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/326153\/revisions"}],"wp:attachment":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/media?parent=326153"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/categories?post=326153"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/tags?post=326153"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}