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MarketFoolery

Is Now The Time To Invest Internationally?

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 27 August 2015

⏱️ 14 minutes

🧾️ Download transcript

Summary

Tim Hanson discusses everything from ETF-based investments in Brazil and China, to specific global investments like Tencent Holdings. He also shares why U.S. investors should read non-U.S. news every day.

Transcript

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0:00.0

It's Thursday August 27th. Welcome to Market Flullery. I'm Chris Hill and Strategy Week concludes with Tim Hanson. Thanks for being here.

0:10.0

It's kind of like Shark Week, only better. I appreciate that.

0:16.0

I like the optimism.

0:17.0

I like being the headliner too on Strategy Week.

0:19.0

I didn't know that.

0:20.0

This is not, this is not better than Shark Week.

0:23.2

What's better than Shark Week?

0:24.4

Nothing.

0:26.1

But because you're here, of course, longtime listeners

0:29.6

know we're going to talk about international investing.

0:33.5

And there are a bunch of things I want to get to.

0:35.5

But let's just start with the majority of our audience, which is based in North America.

0:42.2

If I'm an investor in the U.S. or Canada, where

0:48.1

should I be looking right now if I'm thinking I want yes I may have some companies I own that have international

0:56.6

exposure but I want to do something that's a little bit more pure play you

1:02.1

know once upon a time it was all about India, after that it was all about China.

1:07.1

Where should I be looking now?

1:08.1

Well, if you have hardened nerves at this point, I mean, it's been...

1:11.8

Well, we're going to get to that in a second.

1:13.0

It's been a multi-year, very poor multi-year run for global markets and generally speaking

1:19.3

from here it looks like it's going to get worse before it gets better.

1:23.3

You know, a lot of the emerging markets in particular Russia,

...

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