David Herro and Rajiv Jain: Should US Investors Renew Their Passports?
The Long View
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Japanese Market Reform, Technology Investing, International Stocks, and Economic Implications
This chapter explores the slow pace of reforms in the Japanese market, the evaluation of technology stocks focusing on AI and semiconductors like NVIDIA, META, and Alphabet, investing in international stocks, navigating complexities in investment decisions, reflecting on past experiences, and discussing the implications of US isolationism and regulation on international investing. The speakers also delve into the impact of lower interest rates in the United States, concerns about the fiscal situation, and the idea of launching an ETF version of their international equity offering while maintaining a level of opacity in their holdings.
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