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Aug 03 2010

Going (More) Global

  • Aug 3, 2010

MSCI Index very undervalued, as the recovery off the March 2009 lows has left valuations still near prior bear market lows. Relative to foreign markets, the U.S. looks expensive. This is why we continue to maintain a healthy exposure to foreign stocks…especially emerging markets.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager