Investors NEED Asia Consumer Spending Exposure…Here’s how
Here’s a link to this week’s article regarding the U.S. and International brands serving consumption across Asia and China. These brands are getting it done across the world and their stocks have historically been great investments, I see no signs of that changing anytime soon.
We live in the U.S. and most of our assets are invested in U.S. stocks and U.S. bonds and that “home bias” has been a very good thing for our portfolios for the last decade as U.S. stocks have outperformed Emerging Markets and other Developed Market economies. These things run in cycles and the current cycle of U.S. outperformance is very long in the toothe. When international starts to outperform domestic, Emerging Markets tend to be a wonderful place to be.
It’s super important you make sure you have some exposure to the brands serving Asia given there’s 4 billion people spending in unique ways and they have their favorite brands.
Click the image for the article