For this final update of the year, we take a look at the risks from a global macro perspective, a more detailed evaluation at the currency and equity situation in Asia, and finish with some thoughts on possible entry points for self-made and serious equity investors. Risks and caution in 2024 Will 2024 offer a […]
Tag: investing
Prices have reached an unreasonable level at least in the U.S. and in some industries and sectors such as information technology (computers, semiconductors) and green technology where fundamentals no longer seem to matter and P/E ratios are often above 30. In other markets, Swiss, emerging or European, prices, although quite high, remain more reasonable.
