Tuesday, September 19, 2017

Asian markets outperforming US

The Indian market is up 30 percent this year and the Korean market is up 25 percent in US Dollar terms. So, we have had a shift in market leadership away from the U.S. to other markets and I think there is better value in Europe and still better value in Asia than in the US. 

Some Japanese companies are actually quite good value.

I personally prefer investments in Indochina, in Vietnam, Cambodia, Thailand, Myanmar and also Laos. That is the region I think has enormous economic potential and there will be plenty of opportunities. But for institutional investors, the Japanese market offers in some sectors very good value.

Marc Faber: Better value in Asia and European markets than US from CNBC.