Gli investitori non statunitensi detengono $24,32 trilioni di azioni USA, il terzo importo più alto nella storia

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1. [3] Vidhun Kv · @kvvidhun · 06:57

   Indian stocks are down sharply today, September 28, 2026, mainly because several negative global factors are hitting at the same time. Around 10:07 AM IST, the Sensex was down roughly 900 points and the Nifty was near 22,850, a fall of more than 1%. Moneycontrol The biggest pressure is crude oil. Brent has been trading above roughly $104/barrel amid continuing U.S.–Iran tensions. India imports most of its crude, so higher oil increases inflation risk, pressures the rupee, raises costs for companies, and can worsen India’s trade/current-account position. The Economic Times Another problem is high U.S. bond yields and interest-rate concerns. The U.S. 10-year Treasury yield has been above about 5.1%, while markets are worried that persistent inflation could keep U.S. rates higher or lead to further tightening. High U.S. yields generally make emerging markets such as India less attractive to foreign investors. The Economic Times There is also continued FII selling and rupee weakness/volatility. Foreign outflows have already contributed to the Nifty's recent weakness; last week marked its seventh consecutive weekly decline, the longest such run since 2020. Reuters So, in simple terms: oil ↑ + U.S. yields ↑ + geopolitical tension ↑ + FII selling + weak rupee = Indian market

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2. [6] melody · @chitatooz · 06:57

   Asian stocks were mixed at midday on Monday, according to RTHK, Yonhap, and Ming Pao. The individual stock prices below were recorded at 04:32 UTC. Tokyo’s Nikkei 225 briefly jumped more than 670 points, rising above 67,000 for the first time in about six weeks. It later gave up its gains and was down 30 points at 66,333 by the lunch break. Chip equipment stocks rose, with Tokyo Electron up 1.52% and Advantest gaining 1.03%. Sony slipped 0.08%. In Seoul, the KOSPI fell 167.51 points, or 2.37%, to 6,913.41 at 11:20 a.m. local time. Foreign and institutional investors continued to sell stocks as investors remained concerned about higher bond yields and uncertainty in the Middle East. Samsung Electronics fell 4.29%, while SK hynix dropped 4.73% and SK Square lost 7.23%. The won traded at 1,361.2 per U.S. dollar. Hong Kong stocks rebounded after three straight days of losses. The Hang Seng Index rose 156 points, or more than 0.6%, to 24,666 at midday. Property, financial, and utility stocks all gained more than 1%. HSBC and AIA rose nearly 2%, while NetEase gained more than 4%. However, the Hang Seng TECH Index fell more than 0.5%. Chip and AI-related stocks were among the decliners, with some stocks falling between 5% and nearly 9%. Taiwan’s stock market was closed on Monday for Teachers’ Day. In mainland China, the Shanghai Composite fell 1.74% to 3,820, while the Shenzhen Component dropped 3.37% to 12,868. The ChiNext Index fell 4.32% to 3,146. CPO, component, and precious metal stocks declined, while automakers, home appliance companies, and pork-related stocks gained.

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3. [7] Faseeh Mangi · @faseehmangi · 06:57

   Chinese shares touched a one-year low, led by a selloff in technology firms after a report that authorities may allow purchases of Nvidia’s new chips (analysts see impact limited tho) and proposed US sanctions on foreign optical producers

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4. [8] ET NOW · @etnowlive · 06:56

   How should investors navigate high U.S. 10-year yields and equity consolidation? Manulife Investment Management's Rana Gupta says that U.S. 10-year yields surging past 5.25% pose equity challenges and point to extended consolidation in top-tier stocks, while presenting selective opportunities outside large-caps - listen in @AyeshaFaridi1 @Manulife #USYields #MarketConsolidation #Equities #StockMarkets

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5. [14] Christophe Barraud 🇫🇷 🇲🇨 · @c_barraud · 06:55

   🇨🇳 Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide - Bloomberg https://t.co/6lqQvB1S4Y

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6. [57] The Kobeissi Letter · @kobeissiletter · 18:28

   Non-US investors own more US stocks than ever: Investors from outside the US held $24.32 trillion of US equities in July, the 3rd-largest amount in history. Year-to-date, foreign holdings of US equities have surged +$2.22 trillion, or +10%. Since the 2022 bear market, this figure has soared +$12.3 trillion, or +103%. As a result, foreign allocation to US equities jumped to a record 60% of their US financial assets. This proportion now stands ~6 percentage points above the 2000 Dot-Com Bubble peak. Foreign appetite for US equities is historically strong.

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