(1) Go Global or Stay Home? (2) The previous bull market was good for MEI sectors. (3) US equity mutual funds investing overseas are still getting inflows. (4) Staying away from some Stay Home sectors. (5) It all depends on global economic growth, which remains lackluster. (6) No juice in industrial commodities. (7) Euro Zone flat-lining at 2009’s depressed levels. (8) China’s trade data showing weaker domestic and global economies. (9) Two strikes against EMs. (10) Japan’s fireworks show.
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