Recently I've been thinking about diversifying my portfolio a bit with Japanese stocks. The market seems undervalued to me and I see a lot of potential. Unfortunately I don't follow it closely and I don't know what's interesting or attractive.
Do you invest in Japan? Do you know any interesting stocks?
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Hi colleagues,
I like holding REITs — I’m pretty surprised they’re weakening a lot right now; I expected they’d be rising as US rates get cut.
Is this related to the US government shutdown? If so, what’s the connection?
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It’ll take a while, but the growth will come. REITs make up a large position in my portfolio, and for now I’m at least collecting the dividend.
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Recently I've been thinking about diversifying my portfolio a bit with Japanese stocks. The market seems undervalued to me and I see a lot of potential. Unfortunately I don't follow it closely and I don't know what's interesting or attractive.
Do you invest in Japan? Do you know any interesting stocks?
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For me, Booking looks interesting — its current valuation is beginning to look historically attractive as an entry point.
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$AMD together with OpenAI, closed a deal to deliver an AI accelerator with a capacity of 6 gigawatts; before the market opened the shares are up 24% — it's time to pop the champagne 🥳
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That rise is great, but it’s likely to pull back a bit and wipe out some of the gains.
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