The last of Prime Minister Shinzo Abe’s “three arrows”—structural reforms—will be critical to ending stagflation and stimulating Japan’s economy. We dig into Japan’s macroeconomic picture and highlight our favorite stocks.
Asia’s emerging markets remain some of the best long-term growth stories and should be at the top of your shopping list. Chinese equities still trade at relatively low valuations, giving savvy investors an opportunity to be selective and stock up on best-of-breed names.
With the European Central Bank planning to start buying bonds and asset-backed securities, cyclical stocks represent the best bet for value-oriented investors seeking exposure to the Continent’s comeback story.
With the MSCI World Index hitting a new high, some pundits have warned of an unsustainable equity bubble. But valuations look reasonable in many international markets. Asia offers the best risk-reward proposition for the back half of 2014 and the long term.
European equities will continue to reward patient investors, but screaming bargains are harder to come by after the recent rally. We highlight four stocks that are good bets for a globetrotting portfolio.
After last year’s rally, European equities trade at elevated valuations; a strengthening EU economy and meaningful earnings growth will be the key to further appreciation. We take profits on a number of names we highlighted last fall and highlight our top three European stocks for the coming year.
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