Why International Stocks Are Crushing U.S. Markets in 2025

Global stocks are rising fast, why they’re beating the U.S. in 2025.

July 22, 2025

Read time: Under 4 minutes

Hello, Market Reader’s

China’s smartphone market wavered in Q2 with shipments down 2.4% from a year ago yet Huawei surged ahead, vaulting to the top spot with a 17.6% sales boost and an 18.1% market share. Apple felt the chill, slipping 1.6% year-over-year as local rivals dominate the scene. This shift isn’t just numbers it’s a geopolitical tech tango where domestic resilience challenges global giants.

Today’s Global Menu

  • Focal Point

  • World Markets

  • Frontier News

  • Crypto World

Focal Point

🌍 Why International Stocks Are Outpacing U.S. Markets in 2025

International stocks are outperforming those in the U.S. as diversification becomes a key theme.

International stocks are up ~16.6% YTD, nearly double the ~7.1% gain in U.S. markets. What’s driving this outperformance?

✅ Currency Tailwinds: The U.S. dollar has dropped nearly 10%, making foreign earnings more valuable.
✅ Policy Divergence: Europe’s fiscal stimulus and increased defense spending contrast with the more cautious U.S. monetary stance.
✅ Sector Strength: Aerospace, defense, banking, and semiconductors across Europe and Asia are riding growth waves.

Global managers like BlackRock and Pimco are shifting capital into non-U.S. equities and bonds. Pimco warns that staying home-biased could mean missing more upside.

Diversification isn’t just smart it’s essential. With macro themes diverging globally, a balanced portfolio can help capture untapped regional strengths while reducing currency risk.

World Markets

📉 Asia Markets Today: Mixed Signals Amid Global Crosswinds

Asian stock markets showed mixed performance as they navigated global highs and domestic challenges.

🔹 Japan’s Nikkei slipped 0.3% amid political uncertainty following the upper house election raising questions over future policy direction.
🔹 South Korea’s Kospi dropped 1.4%, weighed down by tariff concerns.
🔹 Hong Kong, Shanghai, India, and Thailand bounced back modestly, showcasing regional resilience.

Despite U.S. indices hitting fresh records, Asia reflects a nuanced reality: global optimism tempered by local geopolitics and trade uncertainty.

What to watch:

  • Japan’s legislative agility under its weakened coalition.

  • South Korea’s export sensitivity amid U.S. China tensions.

  • India’s stability as major economies recalibrate.

In today’s interconnected markets, global sentiment matters. But local factors often determine near-term trajectory.

FRONTIER NEWS

 

1. Deficit: President Trump’s new tax-and-spending law is set to unwind fiscal stability adding a staggering $3.4 trillion to U.S. deficits over the next decade, according to the Congressional Budget Office. That’s a $340 billion annual drag raising questions about long-term growth and the interest burden on everyday Americans.

2. Pharma: AstraZeneca just unveiled a groundbreaking $50 billion U.S. investment through 2030 kicking off with a massive Virginia facility and R&D campuses from California to Indiana. The move is a strategic chess play, aiming to preempt potential pharmaceutical tariffs and supercharge revenue growth.

3. Resurgence: Nvidia has pulled off a strategic coup winning U.S. approval to resume selling its AI-savvy H20 chips in China. With China accounting for ~$17 billion in revenue, the return buys Beijing breathing room but also ramps up pressure on domestic chip ambitions.

4. Patience: Treasury Secretary Scott Bessent stressed the U.S. won’t rush trade deals merely to beat the Aug 1 tariff deadline. Talks with China are progressing, with a focus on deeper issues like sanctioned-commodity purchases and economic rebalancing.

Crypto World

🛡️$44M gone in seconds: What the CoinDCX hack teaches us?

CoinDCX hacked: $44 million stolen in major cyberattack - Here’s all you need to know. (Image: Pexels)

Ξ Ethereum Moves In: Not Just Bitcoin on Corporate Balance Sheets

A growing number of companies are expanding beyond Bitcoin by adding Ethereum (ETH) to their treasuries.

This trend signals a shift: Ethereum’s role is evolving from "digital asset" to strategic reserve. With over $3.1 billion in ETH now on corporate balance sheets, institutions are betting on its utility in DeFi, NFTs, and smart contracts.

Why it matters:

  • Diversification: ETH complements BTC’s store-of-value narrative with application-layer potential.

  • On-chain exposure: Companies are becoming more comfortable with blockchain-native assets beyond Bitcoin.

  • Institutional acceptance: As top firms invest, Ethereum’s credibility as corporate treasury asset strengthens.

This isn’t hype it’s narrative-driven positioning. If your organization is exploring crypto treasury strategies, Ethereum deserves serious consideration.

Your Opinion Matters!

What did you think of today's email?

Your feedback helps me create better emails for you!

Login or Subscribe to participate in polls.

Got more feedback or just want to get in touch? Reply to this email and we’ll get back to you.

Thanks for reading.

Until tomorrow!

Hanoomaan Global Markets team

Content, news, research, tools, and securities symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy.