Gerard Minack on ABC: Equities globally are looking expensive globally except for Europe, Asia and the Emerging Markets

Tom McKay

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.


Tom McKay

I'm the Managing Director and Co-Founder of Livewire. I'm passionate about collecting and curating the markets most informed insights every day so that our members can discover new investment ideas. If you would like to get in touch - please use...

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equities global China

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