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Wilbur Ross - Investors Can Play Emerging Markets Through Japanese Multi-Nationals

December 28, 2012 | About:
CanadianValue

CanadianValue

210 followers
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.



About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 3.6/5 (5 votes)

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