Do you know essentially the most worthwhile inventory on the planet isn’t positioned in the USA? (I didn’t).
Beneath we function two analysis items featured in The Concept Farm, our free weekly electronic mail going out to over 100,000 buyers worldwide!
First up, a 100+ web page market outlook from Goldman Sachs.
Right here’s the highest 10 corporations by web revenue…
Right here’s the full return of US shares vs. overseas shares…moonshot!
Not surprisingly, resulting in less expensive valuations for ex-US….
Most assume that is extremely biased resulting from US tech corporations, however if you happen to modify for sector publicity, ex-US nonetheless less expensive on common…
Subsequent up is a number of nice charts from JP Morgan…
