Why these stocks remain "massively under owned" (and are a glaring opportunity)

"There's a stock market, it's down 50% from its highs of two years ago. Its economy is already in recession. Valuations look really attractive by historical standards, interest rates are being cut and the government is stimulating. Fiscal stimulus is plentiful and ongoing. Do you want to buy that market? I think I do. I just described China," he argued.

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Clifford has also been bullish on Japanese equities, which have undoubtedly been the story of the Asia-Pacific so far this year. For decades, Japan was the easiest underweight position one could have in compiling a global equity portfolio. Earnings were anaemic, the economic picture was unappealing, and relentless stimulus from the Bank of Japan did next to nothing for sparking demand. But all that changed this year when rules were loosened on Japanese exchanges around investor returns. Warren Buffett's buying of Japanese trading houses has also helped the cause. 

But even Clifford would say that while this opportunity is under-owned, it's just a "nice" one. 

In this wire, you will hear more of Clifford's case for why investors should sink their teeth (and cash) into both Chinese and Japanese equities. 

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