Bloomberg Surveillance TV: March 22, 2024
Bloomberg Surveillance
Exploring Global Investment Diversification
The chapter discusses the importance of diversifying investments globally, focusing on opportunities outside the US where profits are growing and valuations are favorable. It emphasizes the shift towards active management and diversification beyond the US market dominated by technology, pointing out specific global companies with reinvestment potential. The conversation also covers the economic prospects of India and Japan, contrasting their growth opportunities and market dynamics.
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