Citi strategists expect the MSCI Global Index to rise by 10% this year, with returns becoming 'more balanced' across regions. The team led by Beata Manthey anticipates that the upward trend will only become widely evident after Trump takes office later this month. A 10% increase in Global corporate EPS is expected by 2025; in the USA, the gap between the 'Seven Giants' and other stocks is predicted to narrow. The rating for Global Medical Care stocks has been upgraded to overweight; ratings for Consumer staples, utilities, and industrial stocks have been downgraded to underweight. The overweight position on US stocks is maintained; Europe is recommended as their 'most favored cyclical diversification investment' because 'puts are peaking' and are showing 'signs of a turning point.'
花旗策略师：预计全球股市今年将上涨10%
Citigroup strategists expect global stock markets to rise by 10% this year.
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