Animal Spirits Podcast
Talk Your Book: International Stocks, So Hot Right Now
Apr 7, 2025
Rahul Sharma, Portfolio Manager at Schafer Cullen Capital Management, dives into the exciting world of international stocks. He discusses the recent outperformance of these stocks compared to U.S. equities, driven by increased spending in Europe and opportunities in China. The conversation touches on the impact of a weakening dollar and how passive investment strategies might misprice international stocks. He also explores the advantages of mutual funds over ETFs for accessing emerging markets and emphasizes the importance of diversification in navigating global investments.
30:16
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Quick takeaways
- Recent international stock outperformance is driven by increased government spending in Europe and optimistically evolving economic conditions.
- China's emerging tech sector, bolstered by regulatory support, presents significant opportunities for investors amidst favorable valuations compared to U.S. stocks.
Deep dives
The Resurgence of International Stocks
Recently, there has been significant investor interest in international stocks, driven by a prolonged period of U.S. dominance in the market. The correction of major U.S. tech stocks has prompted many investors, including those in Japan and South Korea, to seek opportunities outside the U.S. The emergence of various catalysts, such as increased governmental spending in Europe, particularly in defense and infrastructure, signifies a shift. This evolving landscape presents new growth prospects for international markets that have historically lagged behind their U.S. counterparts.
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