Personal Finance Insider | The best places in the world to invest @InsiderPersonalFinance | Uploaded December 2017 | Updated October 2024, 1 hour ago.
In the Fidelity Insight of the week, Silverstein speaks to Bill Bower, a portfolio manager at the firm. He'd just returned from a visit to Japan, and tells Silverstein that when he invests there, he likes to look at individual stocks. Bower says that he's looking at secular growth ideas in factory automation, as well as more value-based names in the financial sector. He says that he's taken a recent liking to financials in Europe, where he sees opportunities due to earnings growth. In general, when Bower invests internationally, he's more interested in secular ideas than cyclical ones. He's specifically intrigued by China, which he says will transition from a centrally-planned economy to a consumer, and notes that technology and the internet caters to that space.
--------------------------------------------------
Follow BI Video on Twitter: bit.ly/1oS68Zs
Follow BI on Facebook: bit.ly/1W9Lk0n
Read more: businessinsider.com
--------------------------------------------------
Business Insider is the fastest growing business news site in the US. Our mission: to tell you all you need to know about the big world around you. The BI Video team focuses on technology, strategy and science with an emphasis on unique storytelling and data that appeals to the next generation of leaders – the digital generation.
In the Fidelity Insight of the week, Silverstein speaks to Bill Bower, a portfolio manager at the firm. He'd just returned from a visit to Japan, and tells Silverstein that when he invests there, he likes to look at individual stocks. Bower says that he's looking at secular growth ideas in factory automation, as well as more value-based names in the financial sector. He says that he's taken a recent liking to financials in Europe, where he sees opportunities due to earnings growth. In general, when Bower invests internationally, he's more interested in secular ideas than cyclical ones. He's specifically intrigued by China, which he says will transition from a centrally-planned economy to a consumer, and notes that technology and the internet caters to that space.
--------------------------------------------------
Follow BI Video on Twitter: bit.ly/1oS68Zs
Follow BI on Facebook: bit.ly/1W9Lk0n
Read more: businessinsider.com
--------------------------------------------------
Business Insider is the fastest growing business news site in the US. Our mission: to tell you all you need to know about the big world around you. The BI Video team focuses on technology, strategy and science with an emphasis on unique storytelling and data that appeals to the next generation of leaders – the digital generation.
