Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Dear James / Shawn, Which 3 countries / regions do you feel will present worthwhile investment opportunities over the next 2 years ? There is some commentary about the value of investing outside the USA eg. Japan, Asia, Europe, emerging markets etc. Are you able to rank your top three? John
Hi John,
A tricky one that can change, but currently: Canada for a resource led recovery, the Korean KOSPI led by a recovery by Samsung and the UK FTSE as our preferred pick in Europe but we are comfortable sticking with the US, given the majority of companies listed in the US have global businesses, yet benefit from the regulatory regime of the US.
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