I do think the best way to play the US underperformance story is through Japanese equities. Europe has moved too fast in a short time frame, China seems to me like a short term story whereas Japan seems to be the best way to play it.
Corporate earnings growth has been present in Japan post GFC unlike China and Europe to a lower extent.
Japanese valuations are great and the economic story is starting to be interesting.
Corporate earnings growth has been present in Japan post GFC unlike China and Europe to a lower extent.
Japanese valuations are great and the economic story is starting to be interesting.
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.