Overseas investors must pay attention to the way proposed US trade policies will affect emerging markets. And within the ones best protected, Indian small caps are our favorite, especially as domestic reform turbulence subsides.
Geopolitical developments will increasingly shape the global economy and how investors allocate capital. We look at two companies primed to benefit from increased defense spending in key parts of the world.
Demand for economic growth from both politicians and the electorate is growing, leading to increasing talk and some planning for major infrastructure projects. The move here is to focus more on the companies likely to benefit than a macro story that lifts the entire area.
Mining stocks have moved to a momentum-driven phase, a change that suggests it’s time to close positions and book profits. In the meantime, oil prices and global growth are two critical factors when considering new investments.
Investors combing Europe for opportunities should focus on high-quality names. Adventurous readers may want to consider Spanish equities; the market trades at a discount to its European peers and could offer significant upside potential if sentiment toward Latin America continues to improve.
Leaving the EU won’t do Britain’s already-weak economy any favors, while the move could also jeopardize the UK’s own union. We examine the political and economic climate in Europe and its implications for investors.
Asian equities have rallied in recent months, but many markets still trade at favorable valuations. Patient investors should focus on high-quality names in the financial and information technology sectors.
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