Merryn Talks Money
The Best Investment Ideas Outside the US
May 6, 2025
In this discussion, Louis-Vincent Gave, CEO of Gavekal and an expert in global investment, shares insights on the shifting landscape of investing beyond the U.S. He highlights the decline of U.S. exceptionalism and the growing dominance of China in technology and AI. Gave emphasizes emerging opportunities in countries like India and Brazil, while cautioning about the U.S. dollar's potential wobble. He also offers a bullish view on commodities and the importance of re-evaluating energy strategies in Europe amidst global challenges.
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Quick takeaways
- The decline of U.S. exceptionalism is prompting investors to explore opportunities in emerging markets like China and Brazil.
- Growing market volatility and potential recession in the U.S. raise concerns, encouraging diversification into undervalued sectors globally.
Deep dives
End of U.S. Exceptionalism
The concept of U.S. exceptionalism is discussed as having reached a significant turning point, particularly evident through historical dominance in various economic metrics. For many years, the U.S. dollar has dominated as the global currency while U.S. treasuries served as a preferred reserve asset for investors. However, recent trends suggest that these advantages may decline as U.S. leadership in sectors such as technology and energy faces competition from Asia, especially China. The expectation is that foreign capital will increasingly look for opportunities outside the U.S., leading to potential volatility and a shift in global financial dynamics.
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