<ul data-eligibleForWebStory="true"><li>Investor focus is shifting back to Europe and Japan, driven by fiscal stimulus and signs of economic revival.</li><li>The 'Sell America' trade sees US assets losing appeal relative to global peers.</li><li>US stock market lags behind Asian and European counterparts amid Trump's policy moves.</li><li>US equities appear expensive compared to historic norms, prompting some investors to avoid dollar-denominated assets.</li><li>US Dollar Index and government bond prices are down, pushing investors towards Europe and Japan for higher returns.</li><li>Japan and Europe witness renewed interest as economic conditions improve.</li><li>Europe's fiscal expansion and Japan's inflation levels boost investor confidence.</li><li>Germany and Japan announce spending plans, attracting global investors.</li><li>Europe is transitioning towards a more growth-focused policy path.</li><li>Japan's economy shows signs of recovery from decades of deflation.</li><li>Japan's corporate mergers and acquisitions increase alongside structural reforms and a weak yen, boosting investor interest.</li></ul>

'Sell America' is getting investors excited about Europe and Japan after years of slumber

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