Shifting Tides in Investments

US stocks are at an all-time high, and a comparison between Big Tech P/E ratios and the S&P 500 does indicate that stocks might be overvalued. Both Warren Buffett and Michael Burry have started reallocating their investments from US markets to Chinese and other markets. While I’m still evaluating new positions, I’ve already started reducing my exposure to US stocks, Indian small and mid-cap stocks, which appear significantly overvalued relative to the broader index.

I’m also planning to increase my holdings in Chinese stocks and index. To build your own pov, check out this video.