Where Have All the Leaders Gone?

Thursday, November 21st, 2019   Categories: , , , , ,

And why does nobody like Japan?

Two weeks ago, we had the lowest number of net buying opportunities for individual countries since May 2000. It’s hard to be bullish about global equities as an asset class when there are so few leaders. Japan is one of just three countries which look attractive on our system, but nobody seems to care.