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World-Wide Wednesday: Country Rotation Is Becoming a Sector Decision

Analysis, Worldwide Wednesday / / , , , , , , , , , ,

Country rotation is separating AI earnings strength from energy costs and political risk. We favor Taiwan and Japan, add Switzerland for balance, and approach Brazil selectively ahead of its runoff. Korea’s retreat shows why strong exports alone cannot justify buying.

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Worldwide Wednesday: Developed Markets Regain the Edge as Emerging Markets Turn Selective

Worldwide Wednesday / / , , ,

Developed markets are regaining the international equity advantage as EM’s valuation discount disappears. Germany and Canada offer increasingly visible industrial and resource catalysts, while China remains a contrarian recovery trade and South Korea offers powerful AI earnings growth with substantially higher volatility.

Worldwide Wednesday: Developed Markets Regain the Edge as Emerging Markets Turn Selective Read More »

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