This is a stock market blog about portfolio management,foreign stocks, exchange traded funds and the occasional musing about my wildland firefighting experiences. The point here is to share process.
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Country Selection
Posted on July 04, 2008
Happy July 4th!A reader asked for my two cents on foreign country selection.This may be difficult to articulate into something that usable because there is an element of gut feel at times and also a lot of my groundwork was laid quite a few years ago and so now it is more about following developments.The way I view things the best type of country is one that offers the best chance for diversification and that means countries that are at different points in their economic cycles and by extension different stock market cycles.This doesn't always hold up (Oz down a lot this year, Norway down slig...
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