Comment by betaby
18 days ago
> why invest in USA when you could invest somewhere where you can import the needed inputs much cheaper?
What markets do you have in minds? Can retail investors invest there?
18 days ago
> why invest in USA when you could invest somewhere where you can import the needed inputs much cheaper?
What markets do you have in minds? Can retail investors invest there?
I foresee something closer to a proportional increase of investment in all the remaining accessible markets, as US relative attractiveness decreases, rather than it moving to a specific other place.
So basically, everywhere else, proportionally. Even markets that have worse import/export restrictions, will still have relative changes in their attraction.
For a rough approximation non-US world index ETFs, which are available to retail investors.