CNN's John Defterios talks about buying a company in a country he doesn't know much about. He asks: How can I be confident enough that this is in my circle of confidence? And yet you could say, well, it's Norway. It's like probably fine, just by reputation. But do I need to go as an investor before I buy that company? Do I need to learn about their parliament and their political system? You're looking at predictability when you're looking to buy a business.

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