THE WisdomTree BLOG
With NAFTA seemingly resolved, it is time for the market to move off the tired “global trade war” theme. We suggest “global trade peace,” because there looks to be more evidence of that than the former.
Turkey’s president, Recep Tayyip Erdogan, may find a four-leaf clover in the form of an implicit bailout from European Central Bank president Mario Draghi. Jeff Weniger takes a look at country-level risks to find angles on European equities with potentially mitigated downside from Turkish contagion.
The Japanese markets are trading near their lowest valuation levels in the last 30 years, with increased profitability and better returns on capital and improving profit margins. Yet investors aren’t interested. Here is why we believe Japan is an underowned value opportunity.
On Thursday, Japanese prime minister Shinzo Abe was re-elected as the ruling Liberal Democratic Party leader, winning by a very solid 70-30 margin against his one internal competitor. This bodes well for Japan’s economy in general, and Japanese risk assets in particular.
With the Turkish lira against the ropes and emerging markets heavily sold off this year, how can European equity risk be tamed?