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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