Where to from here for value stocks?
While US markets are undeniably in nose-bleed territory, the gap between the most highly rated and least highly rated stocks is at record levels. That means undervalued parts of the market could provide stellar returns in the coming years. The performance of US equity market in recent years has been outstanding. The top 10 stocks…
Is Vietnam the new China?
One of the things you least want to hear when travelling is how much more interesting or beautiful a country was ten or twenty years ago. I heard this a lot in the 1980s when I was visiting south-east Asia and I tried to avoid the temptation to be that travel bore when passing through…
