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"...All told, this is not the time to be bearish on Japan... we think it means that non-US equities are likely to perk up, and perhaps even outperform the S&P 500...I'm seeing 12%-to-15% earnings growth in Europe next year... In 92% of the time when interest rates rise, value beats growth.... I'm still concerned about China. I would focus on emerging countries that do a lot of business with the US. So, in Asia, I like Hong Kong and Taiwan, and I still like Mexico—but not much else..."
Comments
non-US equities are likely to perk up, and perhaps even outperform the S&P 500...I'm
seeing 12%-to-15% earnings growth in Europe next year... In 92% of the time when interest rates rise, value beats growth.... I'm still concerned about China. I would focus on emerging countries that do a lot of business with the US. So, in Asia, I like Hong Kong and Taiwan, and I still like Mexico—but not much else..."