U.S. Stock Market Through the Eyes of Foreign Investors [View article]
Thanks for the comparison. Just another spin on: "We should probably not expect strong investor flows from the Euro-zone or the UK until and unless the Dollar strengthens. "
I'd say there are some out there who would see current conditions as an opportunity to get into the market, given that (and I am not talking on a fundamentals basis) it is cheaper (relatively, ito currency) right now. Just another way to look at it...and while you do address it with purchasing power, I dont agree 100% with a decline in porfolio investment flows. Perhaps a long-term horizon, and expected returns would add weight to this spin.
U.S. Stock Market Through the Eyes of Foreign Investors [View article]
Just another spin on: "We should probably not expect strong investor flows from the Euro-zone or the UK until and unless the Dollar strengthens. "
I'd say there are some out there who would see current conditions as an opportunity to get into the market, given that (and I am not talking on a fundamentals basis) it is cheaper (relatively, ito currency) right now. Just another way to look at it...and while you do address it with purchasing power, I dont agree 100% with a decline in porfolio investment flows. Perhaps a long-term horizon, and expected returns would add weight to this spin.
Thanks for the article!