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With uncertainty in Europe spooking investors away from any asset perceived as risky, many Americans have become wary of overseas equities. While the fear is understandable, it may be keeping us away from some of the world's most promising economies. I believe economic fundamentals are still the ultimate driver of investment performance, but it's easy to come to the opposite conclusion given the extreme global asset correlation we are now seeing. And economic fundamentals vary greatly in different corners of the world.
Exactly how overseas companies can manage both the turbulent economic waters and the increasing anxieties of investors...
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