Gavekal Capital: It's Been a Tough Year to Pick European Stocks and Getting Tougher in Asia

Tuesday, September 30, 2014

It's Been a Tough Year to Pick European Stocks and Getting Tougher in Asia

Below we show the percent of stocks in each MSCI developed market region with positive YTD performance in USD terms. One aiming for a high probability of picking a winning stock would have been well served to avoid Europe this year, and this is becoming increasingly true of Asia.

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