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I'm not sure why Wilbur Ross does so many interviews. It isn't like he is trying to raise capital all of the time.
I'm glad he does though, because I appreciate his investing style that leads him to zig when everyone else is zagging. Here is what he is saying today:
- He has never met a "European" person. But he has met plenty of French, German, Italian, etc., people. His point being that the "union" is a fiction and not a reality.
- He thinks Ireland is getting turned around because it bit the bullet early and did what it had to do.
- He thinks the real sick man in Europe may turn out to be France and not Spain, Italy or Portugal. The reason for this is the unfriendly economic/business policies being instituted.
- Continues to be active in China as it is still growing and one of the better managed economies in the world.
- Many Japanese multi-nationals are undervalued and are a good way to play emerging markets because those companies have a good deal of exposure.
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