U.S. stocks have performed tremendously well since the calming of the financial crisis several years ago. But the same cannot be said of their stock brethren across the rest of the world. Now some like myself may look amid a sluggish global growth environment at the relatively rich valuations and wide performance disparity of U.S. stocks versus those outside of the U.S. and take the bearish view that U.S. stocks are at risk of catching down to the rest of the world. But suppose you are of a more bullish persuasion. Suppose you believe that the U.S. stock market is actually the one that has it right while the rest of the world is wrong and that sustained economic growth as well as a strong corporate earnings resurgence is right around the corner. If this is the case, then you may be interested to roam around the world to capitalize on what may be relatively attractive valuations and upside returns opportunities. But don’t forget your tickets and your risk management tools before taking such a trip.
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