- Europe and Germany aren’t the best places for international diversification right now.
- The U.S. is looking a bit better, but you’ll find the best opportunities are mostly in emerging markets.
- Look for companies that are relatively cheap and that have exposure to China, India, and/or Brazil.
Two days ago we discussed what is going on in the markets in relation to monetary policies. Today we will discuss what is going on in global economics.
As the market is showing a high level of volatility, basic economic fundamentals is where we should look to get answers on what to do. By analyzing the latest global economic indicators, we can better determine the risk of a recession in the U.S. and Europe or a slowdown in China, all of which could contribute to a decline in global markets. More →