Do you know essentially the most worthwhile inventory on the earth isn’t positioned in the US? (I didn’t).
Under we function two analysis items featured in The Concept Farm, our free weekly electronic mail going out to over 100,000 buyers worldwide!
First up, a 100+ web page market outlook from Goldman Sachs.
Right here’s the highest 10 firms by internet revenue…
Right here’s the whole return of US shares vs. international shares…moonshot!
Not surprisingly, resulting in less expensive valuations for ex-US….
Most assume that is extremely biased resulting from US tech firms, however for those who alter for sector publicity, ex-US nonetheless less expensive on common…
Subsequent up is a couple of nice charts from JP Morgan…