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Gerard Minack on ABC: Equities globally are looking expensive globally except for Europe, Asia and the Emerging Markets
Gerard Minack on ABC: Equities globally are looking expensive globally except for Europe, Asia and the Emerging Markets. If we do get evidence that China is missing a hard landing then Asia looks the place to be in the next 6 months. It's cheap, it's under-owned and the macro's getting better. He goes on to say that it does seem that the world is recovering and responding to economic stimulus but most places look good on zero rates, free money is marvellous.
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Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
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