it has been difficult to move money to Europe. It goes against what has been the most secure portion of my investment strategy.
It's been successful, but it goes against my nature.
S&P has been at very high multiples prior to the tariffs, and Europe's multiples are very low.
We've needed a triggering effect for money to move from expensive US stocks to inexpensive European stocks. This looks to be the moment.
I don't trust that if I invest in China, that at some point China won't release the money, just as Russia kept foreign investments once they were sanctioned by the West.
I worry about S. Korea because they lose their biggest customer. I haven't found a great S. Korea only mutual fund.
Japan has been horrible for decades.
S. Asia is too far off.
I might consider India. Over the last 5 years, moderate growth, but it looks like some of China's manufacturing is going to India.
I'm hoping to pull money back to the US in 4 years when we have a new administration.